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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

SULCATA VENTURES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CHOICE FINANCIAL & INSURANCE SERVICES, INC.
LPL FINANCIAL LLC
CITIGROUP GLOBAL MARKETS INC.
EQUITABLE ADVISORS, LLC
U.S. BANCORP ADVISORS, LLC
APELLA WEALTH
SUSTAINED WEALTH MANAGEMENT
MAXWELL FINANCIAL GROUP, INC
EXTRACT ADVISORS
ARES FINANCIAL CONSULTING LLC
FIDELA WEALTH
BITFI CAPITAL LLC
MARI LEGACY GROUP, LLC
FOCUS PARTNERS WEALTH, LLC

Investors

Gina Annette Lapiner
Dewi Tan
KATHLEEN ANN STAPLETON
SHARONE ROTKOPF
Matthew Fabian Rodriguez
RON HERTZBERG
Mona Arabshahi
ERIC HOA CHANG
Johnny Ruh Haren
Shilpa Bishwakarma
EVELYN MARIE ZOHLEN
MARY LAVANA BUI
JOHNSON MINH HOANG
JENNIFER N BROEMELING
AUDREY JOHNSON
KELLEN BART DOOP
JEFFREY T RICHTER
MICHAEL THOMAS LAMBRAKIS
MELISSA M ESTRADA
CONSUELO ELIZABETH WEBB
DAVID THOMAS TRACY

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