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Best financial advisors in Green, CA

Registered advisers within 25 miles of Green, CA.

Offices
2,886
Firms
1,204
Combined AUM
$27.5T
Firm-wide filings, not assets booked only here
Clients
3.51M
3,508,704 clients when Item 5C has a number
Avg / client
$7.83M
Combined AUM ÷ clients

Nearby offices

Firms

FINZ ADVISORS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
BLACK IMPACT GROUP, LLC
J.P. MORGAN SECURITIES LLC
OPES CAPITAL GROUP, LLC
CENTER15 CAPITAL LLC
RHEA CAPITAL MANAGEMENT
STATE FARM INVESTMENT MANAGEMENT CORP.
MASTER STRUCTURED ALTERNATIVE ASSET RELATED STRATEGIES, LLC
FINANCIAL INTERNATIONAL
POWDER RIVER CAPITAL MANAGEMENT LLC
CRAWFORD CAPITAL, LLC
THINK WEALTH ASSET LLC
INDEPENDENT FINANCIAL GROUP, LLC
SFE INVESTMENT COUNSEL INC.
EVERETT HARRIS & CO
CETERA INVESTMENT ADVISERS LLC

Investors

Kenny Jung
Cristian Ochoa
CALEB EDWARD WILLIAMS
MELBA ABIGAIL RODRIGUEZ
Christopher Fisher
Dora L Valles
MICHAEL ANTHONY BANCO
SEAN MO KIM
JAY (NONE) MASTER
ROBERTO ROUSSELL WASHINGTON
SISUNG NOH
MARK LARRY DELGADILLO
JEFFREY N. EISFELDER
Charles Eustis Bohlen
Peter Nicholas Scholl Bohlen
GREGORY CANNON GIAUQUE
JAMES DOUGLAS WARD
ELIZABETH ROSE MARGALIS
Monica Liliane Baier
KWANG HWI NO
DAVID ADAIR CLARK
JASON CHI-JUI CHIU
MariaLourdesBChua Reyes
HUNG-EN LAI

Within 25 miles of Green, CA, Best Investors lists 1,204 registered investment advisory firms with 2,886 offices nearby, managing about $27.5T in combined regulatory AUM across 3,508,704 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 Green

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