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Best financial advisors in Freedom, CA

Registered advisers within 25 miles of Freedom, CA.

Offices
261
Firms
109
Combined AUM
$12.6T
Firm-wide filings, not assets booked only here
Clients
2.69M
2,691,750 clients when Item 5C has a number
Avg / client
$4.69M
Combined AUM ÷ clients

Nearby offices

Firms

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
J.P. MORGAN SECURITIES LLC
THREE SHEEP WEALTH MANAGEMENT, LLC
HAWLEY PERSONAL FINANCE
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
KNIGHT AND COMPANY WEALTH ADVISORS, LLC
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STRATEGIC ADVISERS LLC
U.S. BANCORP ADVISORS, LLC
DEL MONTE CAPITAL, INC.
MODERN WEALTH MANAGEMENT, LLC
MORGAN STANLEY
PFG ADVISORS
CETERA INVESTMENT ADVISERS LLC
CREATIVE PLANNING

Investors

ANTHONY PAUL IVANCICH
Luis Bernardo Ruelas
KENNETH DAVID CRANSTONE
CATHERINE BOYD HAWLEY
DUSTIN RYAN DOCKTER
LAURA AUBREY PETERSON
GAEL DOUGLAS KNIGHT
IOANNIS KONSTANTINOS MERAS
Gianna Michele Aiello
BAO DINH
DANIEL MORONES-GARCIA
PHILIP A. TRINGALI
AVIALA HOUSTON
JACOB Z TORRES
CHRISTOPHER GRADO
STEPHEN E. GALLEY
TIMOTHY J BURKHARDT
ANGELIKA LIPOW
ALFREDO JOSE MORAN
PATRICIA J. MIRANDA
ELIZABETH J MUNCIE
KAYLA FRANCO
Adam R Perez
Dung Le
MICHAEL ANTHONY KIRCH
JASON MICHAEL GORDO
ELIZABETH JANE BENJAMIN
PHILIP IAN VY
SUSAN LYNNE YEDLICKA
MARK DAVID SEARS
LAUREN P CORTRIGHT
THOMAS MICHAEL DONNELLY
Christopher Casey James Boyns
SCOTT PATRICK MCALISTER
ASHLEY BURRELL
ERIC JONATHAN LE TOWT
DANIEL P KREER
RODNEY ALAN PIRTLE
STEVEN PAUL KELLER
Catherine Marino-Edwards
Cole William Keller
Jonathan A Stoft
JIMMY MICHAEL RINEHART
GLENN JEFFREY REIS
EUGENE GANELES
GARY EUGENE DOUGLAS ALT
SPENCER HARVEY LLOYD
Hannah Dee Rogge
James McSpadden Phillips
MARK W KOOIMAN
CRISTOFER ANDRES CABANILLAS
STEVEN CHARLES MERRELL
ZACHARIAH A HARNEY

Within 25 miles of Freedom, CA, Best Investors lists 109 registered investment advisory firms with 261 offices nearby, managing about $12.6T in combined regulatory AUM across 2,691,750 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Freedom

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM