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Best financial advisors in Glassell, CA

Registered advisers within 25 miles of Glassell, CA.

Offices
2,838
Firms
1,197
Combined AUM
$27.6T
Firm-wide filings, not assets booked only here
Clients
3.50M
3,499,505 clients when Item 5C has a number
Avg / client
$7.88M
Combined AUM ÷ clients

Nearby offices

Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STEVEN ROBERT JAKOWCHIK
GOOD BALANCE FP LLC
SAGEWATER WEALTH MANAGEMENT LLC
PFS INVESTMENTS INC.
J.P. MORGAN SECURITIES LLC
EAST BEACH ASSET MANAGEMENT, LLC
PARALLAXES CAPITAL
GT INVESTMENT MANAGEMENT, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
TCG CAPITAL MANAGEMENT
KATAM HILL LLC
THE WEALTH CONSULTING GROUP
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
INTEGRITY INVESTMENT PORTFOLIOS LLC
MORPHEUS ADVISORS

Investors

DANE Ponce DOTY
ALEN ABRAHIMIAN
STEVEN ROBERT JAKOWCHIK
Cheyun Xia
ADAM Christophe GONZALEZ
ANTOINE KTHUY LE
JORGE F DE GIORGIO
SEYAVASH NMN SARABI
Cole Kahrilas
JAMES STEVEN TURO
RICHARD STANLEY CALDERON
ANTHONY GEORGE BLOCH
ROBERT BOAS GREENE
Bruno Mendes
Adam Simon Gold
JENNIFER HAN MALEK
CHAD MATTHEW WEBER
Abdulla Mirpur
SAMEER FERRELL
PABLO ELIZARDO SANCHEZ
WITT MCDEE

Within 25 miles of Glassell, CA, Best Investors lists 1,197 registered investment advisory firms with 2,838 offices nearby, managing about $27.6T in combined regulatory AUM across 3,499,505 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 Glassell

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

1 CAPITAL RESEARCH AND MANAGEMENT COMPANY 134 clients $3.75T AUM 2 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 3 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 CAPTRUST 963 advisers $1.24T AUM 6 DIMENSIONAL FUND ADVISORS LP 3 clients · 269 advisers $1.02T AUM 7 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 8 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM