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Best financial advisors in Galt, CA

Registered advisers within 25 miles of Galt, CA.

Offices
358
Firms
122
Combined AUM
$14.0T
Firm-wide filings, not assets booked only here
Clients
2.72M
2,721,814 clients when Item 5C has a number
Avg / client
$5.14M
Combined AUM ÷ clients

Nearby offices

Firms

EMERGENT MEDICAL PARTNERS
EDWARD JONES
AWARD FINANCIAL GROUP
MCCANN INVESTMENT MANAGEMENT LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
ARBOR FAMILY WEALTH ADVISORS, INC.
ASPIRE ADVISORY SERVICES
OSAIC WEALTH, INC.
VALLEY WEALTH STRATEGIES, LLC
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

Sean Patrick O'Neill
Amber Fleming Lynn
BRENT ALLEN WARD
JOHN GORDON MCCANN
RYAN M. DALEY
DAVID DEWAYNE EHLERT
DAVID ALLEN WORCESTER
MICHAEL JOHN MCCAY
Markelle H Luke
Gerard Francis Hearon
OSCAR MARTINEZ
DAVID ADAM SASSON
Grant DeAndreis
PAULA LEANN KEY
PAMELA JOANNE ZEDICK
DENNIS DONALD MORITA
DANIEL ALAN RAYMOND
Bryan James Hickingbottom
Katelyn Nicolette Frizzie
SAM SANTO BELLESTRI
Anthony Andrew Nieddu
Alexander John Glaros
Jack Wolger
RICHARD DENNIS WEEKS
David Lee Nugent

Within 25 miles of Galt, CA, Best Investors lists 122 registered investment advisory firms with 358 offices nearby, managing about $14.0T in combined regulatory AUM across 2,721,814 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 Galt

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM