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Best financial advisors in Grimes, CA

Registered advisers within 25 miles of Grimes, CA.

Offices
28
Firms
13
Combined AUM
$4.76T
Firm-wide filings, not assets booked only here
Clients
888K
888,413 clients when Item 5C has a number
Avg / client
$5.36M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
EAGLE STRATEGIES LLC
OSAIC WEALTH, INC.
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
COMMONWEALTH FINANCIAL NETWORK
J.P. MORGAN SECURITIES LLC

Investors

Diane Elizabeth Warnock
TIFFANY D HOWLAND
David L Tarke
SEAN AARON ANDERSEN
TAMARA DONEL PERRIN-PREUS
Thaddeus Michael Eubanks
Sunil Tumber
MATTHEW LOUIS DEBIASE
EVAN RILEY PUGH
Heather Ann Hirschensohn
Brian Thomas Chandler

Within 25 miles of Grimes, CA, Best Investors lists 13 registered investment advisory firms with 28 offices nearby, managing about $4.76T in combined regulatory AUM across 888,413 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 Grimes

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM