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Best financial advisors in Greenmead, CA

Registered advisers within 25 miles of Greenmead, CA.

Offices
2,885
Firms
1,212
Combined AUM
$27.7T
Firm-wide filings, not assets booked only here
Clients
3.52M
3,516,201 clients when Item 5C has a number
Avg / client
$7.88M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
PFS INVESTMENTS INC.
FACTORY CAPITAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J.P. MORGAN SECURITIES LLC
U.S. BANCORP ADVISORS, LLC
PFG ADVISORS
WELLS FARGO CLEARING SERVICES, LLC
TORTUGA WEALTH MANAGEMENT
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
COMMONKIND MGMT CO, LLC

Investors

KAREN RHODA CODMAN
DAVID ISTI
MOHAMED PEER RAFEEK
Henry Nielsen
TRAVIS ANTHONY HENRY
Trenton Jaret Bryde
ROBERT ANTHONY CASARES
William Otis Woodruff
Patrick R Dicorato
ADAN SANTOS
JOHN BOTICA
PATRICE DANIELS
ALEJANDRO CARRILLO
JACOB SUNTOK ESPERANTO
Sabine J De Weijer
AMY VOONG
Abraham Jaimes
Beth B Roach
Jeffrey Sapigao
Javier Rodriguez
Jimmy J Suh
MICHAEL ANTHONY BANCO
CHRISTINE Y CHUI
ANGELA PARK SHELDON
KEVIN LEE BIDENKAP
JEFFREY WALKER WESTON
Matthew Joseph Nahman
Robert Anthony Casares
JOHN WILLIAM WELDON
Jason Lewis
SERGIO GARCIA
Douglas M. Hanna
Dave Adams

Within 25 miles of Greenmead, CA, Best Investors lists 1,212 registered investment advisory firms with 2,885 offices nearby, managing about $27.7T in combined regulatory AUM across 3,516,201 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 Greenmead

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