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Best financial advisors in Guerneville, CA

Registered advisers within 25 miles of Guerneville, CA.

Offices
151
Firms
61
Combined AUM
$9.75T
Firm-wide filings, not assets booked only here
Clients
2.40M
2,403,141 clients when Item 5C has a number
Avg / client
$4.06M
Combined AUM ÷ clients

Nearby offices

Firms

CALDWELL SUTTER CAPITAL, INC.
EAGLE STRATEGIES LLC
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
WELLS FARGO CLEARING SERVICES, LLC
INDEPENDENT FINANCIAL GROUP, LLC
EDWARD JONES
J.P. MORGAN SECURITIES LLC
FOCUS PARTNERS WEALTH, LLC
LPL FINANCIAL LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
A.E.I. FINANCIAL GROUP
SHARDING ADVISERS LLC
RAYMOND JAMES & ASSOCIATES, INC.
THREADLINE WEALTH
CLIFFORD FINANCIAL PLANNING, INC.

Investors

Gregory Joseph Harder
Douglas Allan
KELLY GRANT
Stephen Gardner Higgins
ERIC ALAN GIBBONEY
MATTHEW JONES FANNIN
Gemma S Secoquian-Wu
JOSHUA FRANK CLAY
ISSA MARWAN MUSALLAM
JULIO ENRIQUE DELGADO-PEREZ
EHSAN GORJIZADEH
JUANA GABRIELA TREJO CERVANTES
SALLYEANN BRALLIER
DESIREE DAWN BUNCH
AMON ALBERT ALLAHYARI
John Myongkyun Im
SEAN ROBERT PRYDEN
RYAN ANTHONY LOTSPEICH
KEITH TUAN NGUYEN
ELIZABETH ANN FORD
ANBER SALEEM
MARK ALLEN REED
GENARO FERNANDEZ
MICHAEL STEVEN COWLEY
Brenzel W Guillory
CHRISTOPHER ROBERT WADDILL
EDWIN CHRISTOPHER ASCENCIO
WILLIAM ROBERT BUCKLEY
ANDREW JAMES WEBER
JORDON MICHAEL WILLIAMS
JOHN HOLLAND RINGGENBERG
JEFFREY NGO
ALVARO ANTONIO PULIDO
ANDREW THOMAS WHITTAKER
CHRISTOPHER LEE GOFF
TYLER HAYES HUNTER
CHERYL ANN MURPHY
Sherif Abdel-Hamid
SHAAN RAJA
KHOI DINH VU
JASON ALLEN MEINERDING
JUAN FRANSISCO FLORES
OAEZA KHATU PATHAN
DIANA G VAN WINDEN
KEVIN ANDREW JAGGIE
THOMAS CRAIG MEYER
SAMANTHA LEWINS
JOHN RAYMOND PEARSON
Norman William Eisley
Charles Garman
Matthew Walls
Timothy Attridge Carroll
BRENT MICHAEL THOMAS
ROSANA RALYA
Benjamin Alan Turner
MICHAEL PIERRE INDART
MICHAEL BRUCE BAGLEY
STEPHEN BYERS
JANE ALISON SCARBROUGH
KELLY ANN STROMGREN
MELISSA MARIE ALFSEN
Donielle Christina Davis
CYNTHIA L BUCKMAN
JUDITH IRENE ENOCHS
TODD M FREDIANI
SAMUEL DAVID SLAYDEN
Eric Albert Imbuelten
Danielle Kaye Shubin
LINDA JEAN PARDINI
John Demarest
DOUGLAS JOHN WULBRECHT
Michael G. Anderson
DAVID KELLY WOOD
RUSSELL OWEN CLIFFORD

Within 25 miles of Guerneville, CA, Best Investors lists 61 registered investment advisory firms with 151 offices nearby, managing about $9.75T in combined regulatory AUM across 2,403,141 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 Guerneville

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

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM