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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

MDW CAPITAL MANAGEMENT CORP.
U.S. BANCORP ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SURETY INVESTMENT SERVICES
PLANMEMBER SECURITIES CORPORATION
J.P. MORGAN SECURITIES LLC
WELLNESS GROWTH VENTURES
CIM CAPITAL IC MANAGEMENT, LLC
CIM CAPITAL SA MANAGEMENT, LLC
OCV MANAGEMENT, LLC
CIM CAPITAL, LLC
OSAIC INSTITUTIONS, INC.
CETERA INVESTMENT ADVISERS LLC
ALTRUIST LLC
ALTRUIST ADVISORS LLC

Investors

Dominic Waechter
Wael S Zorob
William Otis Woodruff
Terell Fields
Charles L. Bennett
CAROL CORY
LUIS JESUS FONDEVILA
Maxwell B. Kilstofte
BRITTANY NICOLE ROMERO
QINGFENG LIN
Sarah Boyd
Ricardo Valenzuela
MELBA ABIGAIL RODRIGUEZ
KIAN HOE SOH
ULISES HERNANDEZ
Juan Francisco Martin
HSIANG YU SU
Charles Robert Garrett
Mariannette Lopez
COLEMAN ANDREW WEBB
MICHAEL LAINE

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