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Best financial advisors in Holiday, CA

Registered advisers within 25 miles of Holiday, CA.

Offices
2,334
Firms
754
Combined AUM
$21.1T
Firm-wide filings, not assets booked only here
Clients
3.19M
3,188,017 clients when Item 5C has a number
Avg / client
$6.63M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
ALLSTATE FINANCIAL ADVISORS, LLC
SACKETT WEALTH ADVISORS, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
MONEY CONCEPTS CAPITAL CORP
CETERA INVESTMENT ADVISERS LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
ABACUS WEALTH INTERNATIONAL (AWI)
U.S. BANCORP ADVISORS, LLC
EDWARD JONES
CENTAURUS FINANCIAL, INC.

Investors

JOBEL TAN RENTINO
STEVEN HUBERT WILLIAMS
KIRK GORDON HUNTER
LAWRENCE GIBBONS RUSSELL
Shane Gold
Louis T Dong
TONY LY
Jae Hyeong Koo
MATTHEW ALFONSO CONSTANCIO
DIANA H WONG
ALEJANDRO CALVILLO VARGAS
MICHAEL YANEZ
Lacey Danielle Rivello
Melissa Kenshalo
JOHNY GOBIND MAKHIJANI
Christine Shepherd
John Lawrence Watson
DARCI ANN KELLEY
TAMMY LEE MACARTHUR
KRISTEN CATHLENE MAXWELL
KANG-NING HWANG
RONALD BRIAN GATTI
SHAUN JAMES SACKETT
George Ayala
MICHAEL JAMES SACKETT
Delana Gray Paukert
Jenna Patterson
JAMES PAUL KEFALAS
Sunita Ghetia Foley
Sarah C Bevins
Patrick Francis Duignan
MICHAEL CLAYTON NELSON
PETER JOHN O'BRIEN
Wei Yue
THOMAS HALE MALONEY
JOSEPH NIEVERA BARRETTO
Laurel Christine Clark
Brandon Scott Kelly
Damian Siegfried Mossbarger
Marvin Kang
Lawrence Lam
KURT CHEN
William Joseph Murray
ERICA RUIZ
SEYED AHMAD HASHEMIAN

Within 25 miles of Holiday, CA, Best Investors lists 754 registered investment advisory firms with 2,334 offices nearby, managing about $21.1T in combined regulatory AUM across 3,188,017 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 Holiday

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

1 PACIFIC INVESTMENT MANAGEMENT COMPANY LLC 5 clients $3.67T 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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM