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Best financial advisors in Freestone, CA

Registered advisers within 25 miles of Freestone, CA.

Offices
222
Firms
92
Combined AUM
$10.0T
Firm-wide filings, not assets booked only here
Clients
2.41M
2,410,411 clients when Item 5C has a number
Avg / client
$4.15M
Combined AUM ÷ clients

Nearby offices

Firms

CALDWELL SUTTER CAPITAL, INC.
THE WHEELER CORR GROUP, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
FOCUS PARTNERS WEALTH, LLC
LPL FINANCIAL LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
A.E.I. FINANCIAL GROUP
SHARDING ADVISERS LLC
RAYMOND JAMES & ASSOCIATES, INC.
THREADLINE WEALTH
J.P. MORGAN SECURITIES LLC
MILES BROWN ASSET MANAGEMENT
AE WEALTH MANAGEMENT, LLC
OSAIC WEALTH, INC.

Investors

Gregory Joseph Harder
Brian Andrew Corr
Frank M Galan
KEITH LAWSON GARLOCK
Matthew Walls
Timothy Attridge Carroll
BRENT MICHAEL THOMAS
ROSANA RALYA
Benjamin Alan Turner
MICHAEL PIERRE INDART
MICHAEL BRUCE BAGLEY
STEPHEN BYERS
JANE ALISON SCARBROUGH
KELLY ANN STROMGREN
MELISSA MARIE ALFSEN
Donielle Christina Davis
CYNTHIA L BUCKMAN
JUDITH IRENE ENOCHS
TODD M FREDIANI
SAMUEL DAVID SLAYDEN
Eric Albert Imbuelten
Danielle Kaye Shubin
LINDA JEAN PARDINI
John Demarest
DOUGLAS JOHN WULBRECHT
Michael G. Anderson
DAVID KELLY WOOD
Andrew Newsom
Timothy Albert Hanson
Celena Andrea Narez Helm
William Ospina-Torres
George A Hoang
Jason Turner
MATTHEW Willis RICHARDSON
Paul Kramer
Dylan James Evans
SHARON BETH EVANS
VALERIE KENDRICK

Within 25 miles of Freestone, CA, Best Investors lists 92 registered investment advisory firms with 222 offices nearby, managing about $10.0T in combined regulatory AUM across 2,410,411 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 Freestone

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM