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Best financial advisors in Friendly Valley, CA

Registered advisers within 25 miles of Friendly Valley, CA.

Offices
1,699
Firms
841
Combined AUM
$22.3T
Firm-wide filings, not assets booked only here
Clients
3.48M
3,483,608 clients when Item 5C has a number
Avg / client
$6.42M
Combined AUM ÷ clients

Nearby offices

Firms

VERUS CAPITAL PARTNERS, LLC
GOLDEN STATE WEALTH MANAGEMENT, LLC
D.A. DAVIDSON & CO.
LPL FINANCIAL LLC
LPM ADVISORS, LLC
WELLS FARGO CLEARING SERVICES, LLC
PM MGMT, LP
HAMILTON WEALTH, LLC
CHARLES SCHWAB & CO., INC.
THRIVENT INVESTMENT MANAGEMENT INC.
MOST CAPITAL
NAVALIGN, LLC
OSAIC WEALTH, INC.
AVANTAX PLANNING PARTNERS, INC.
BLUE AMBER INVESTMENTS, LLC
NWF ADVISORY SERVICES INC

Investors

ROBERT SAMUEL OBERSTEIN
Jordan Williams
DAPHNE COLLEEN MARTIN
EDWARD MATTHEW KULOW
Miguel Jacobo
Andrew Ignatian
STEVEN JAMES MULLIGAN
BRENT A ENGELHARDT
ZARA GUIVI
Matthew Hui Paul Montefusco
ANTHONY GORDON PEYROT
BRUCE JAMES LAGNESE
PARISA TAHERI TAFRESHI
KEITH Richard ZAVALA
HRANT KARGAYAN
DANIELA NAZAR
MITRA NOSRATI KATZ
Jenna Michele Kaplan
ROBERT BENNETT KAPLAN
GERALD EDWIN NEWMAN
GEORGE RANDY HAMILTON
Avery Burton
ERIC BYUN
George Muench
Donna J Niemann
JOSEPH Y KIM
Michael Adam Walter
STEVEN JOHN BRISTOL
HORACIO LOPEZ
Jonathan Michael Richard Hernandez
Eric Sany Kozman
ALINE JULIANA PADBERG-ROSEN
Pablo Asael Lozano
Owen Kohler
Matthew Gregory Johnson
Sean Hetherington
ANA TEPER
Kevin Francis Miller
Jesus Andrade
Kyle P. Bobo
Michael Anthony Posner
Darren Edward Norton
BENJAMIN JOHN HALE
Natalie Pavia
Neal Richard Larsen
MICHAEL A PARTLOW
DAVID WILLIAM JACOBS
STEPHEN EDWARD RISCHALL
STEVE TRINH
MATT JOSEPH STADELMAN
SCOTT CHRISTOPHER GAYNOR
ARYAN GOLZAR SHABESTARY
KEVIN MICHAEL HAWLEY
A Lamar Hudson
JASON THOMAS GRIFFIN
LISA MARIE LYONS
THOMAS JUNG JIN KIM
ERIC GREGORY SCHEINBAUM
ERIC MILLS STEVER
MORDECHAI TAYLOR
Guy Tzour
ROBERT MARVIN SCHULTZ

Within 25 miles of Friendly Valley, CA, Best Investors lists 841 registered investment advisory firms with 1,699 offices nearby, managing about $22.3T in combined regulatory AUM across 3,483,608 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 Friendly Valley

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 CAPTRUST 963 advisers $1.24T AUM 5 DIMENSIONAL FUND ADVISORS LP 3 clients · 269 advisers $1.02T AUM 6 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 7 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM