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Best financial advisors in Granite Bay, CA

Registered advisers within 25 miles of Granite Bay, CA.

Offices
712
Firms
255
Combined AUM
$16.8T
Firm-wide filings, not assets booked only here
Clients
3.07M
3,069,616 clients when Item 5C has a number
Avg / client
$5.47M
Combined AUM ÷ clients

Nearby offices

Firms

ABOUND FINANCIAL
LPL FINANCIAL LLC
SOWELL MANAGEMENT
MML INVESTORS SERVICES, LLC
ONESOURCE WEALTH MANAGEMENT
EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
KINGSWOOD WEALTH ADVISORS, LLC
HILLTOP SECURITIES INC.
BULMAN WEALTH GROUP
FOUNDATIONS INVESTMENT ADVISORS LLC
AVIOR WEALTH MANAGEMENT, LLC
MEASURED FINANCIAL
Q4 STRATEGIC EQUITY ADVISORS INC.
ROWLAND FINANCIAL SERVICES

Investors

Samuel Smith
DAVID HICKS
DAVID ALEXANDER LAUT
PHILIP WAYNE BODINE
DOUGLAS W VAN ORDER
GIUSEPPE FRANCESCO VISCONTI
JOHN VINCENT SCAMBRAY
Daniel Joseph Hunter
Shawn Plunkett
Dakota Jarreau
ROBERT AARON GUSTAVIS
Thomas Barton Coombs
Mitchell Howard
Dan McIntire
Kenneth R Johnson
KENNETH EDWARD CLEVENGER
MICHELLE L CAVALLERO
MATTHEW THOMAS NADEAU
Brian Braker
Jerry Newman
Michael Kevin Blair
Joseph Ostrander
JAMES HAROLD HARDING
GARY SCOTT WALLER
VINCE ANTHONY CARUANA
DAVID KEVIN NIELSEN
DENNIS ROBBERECHT
CLIFF J MILLEMANN
Marcos Simon Lemus
CHRISTOPHER JAMES BULMAN
Scott Andrew Vlahon
Taranvir S. Pannu
Zane Scott Williams
MICHAEL SHAWN MCELMOYL
DONOVAN ARDEN BURNHAM
RYAN ALLEN BREEDWELL
RICHARD ALLEN BREEDWELL
MICHAEL CLARK
Nathan Salimi
Cheryl C Blakey
RICHARD LEE WATSON
MICHAEL JUDE CLARKE
STEPHEN MICHAEL HOLMES
Patrick Salimi
Steven Louis Sanders
ALEXANDER M GIBBS
ERIC J CHMIELEWSKI
MARK WILLIAM O'GUINN

Within 25 miles of Granite Bay, CA, Best Investors lists 255 registered investment advisory firms with 712 offices nearby, managing about $16.8T in combined regulatory AUM across 3,069,616 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 Granite Bay

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