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Best financial advisors in Juniper Hills, CA

Registered advisers within 25 miles of Juniper Hills, CA.

Offices
304
Firms
157
Combined AUM
$15.3T
Firm-wide filings, not assets booked only here
Clients
3.06M
3,063,158 clients when Item 5C has a number
Avg / client
$4.99M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SAGE WEALTH SOLUTIONS, LLC
LPL FINANCIAL LLC
INDEPENDENT FINANCIAL GROUP, LLC
EDWARD JONES
WORLD INVESTMENT ADVISORS, LLC
CASH FLOW TECHNOLOGIES
OSAIC WEALTH, INC.
PROSPERITAS FINANCIAL, LLC
GLEN AULIN MANAGEMENT, LLC
WELLS FARGO CLEARING SERVICES, LLC
U.S. BANCORP ADVISORS, LLC
CITIGROUP GLOBAL MARKETS INC.

Investors

DANIEL LEE RICE
Patrick K. Batac
JOCELYN CO WEE
RALPH CANNON WILLIAMS
Kenneth Francis Galanis
KEVIN LEWIS VON TUNGELN
CHRISTINA WOODFORD
MATTHEW CAINE SESSA
TIMOTHY HAYES
Steven Dale Angebrandt
MICHELE MARIE LANTZ
DARIO ANTONIO ORELLANA
TROY DOANE FLOWERS
ELIZABETH GAMEZ
GARY NORMAN CLARK
Ross Warren Benson
JESSE THURBER
SEAN ANTHONY GOMEZ
Randy Wang
Edward J Hawrylo
NINA BABAYAN
PETER TRAN
Nancy Barillas Vega
Flavia Dolores Lo Coco
James Ronald Lo Coco
RICARDO EIJI HIGUCHI
Daniel T. Devonald

Within 25 miles of Juniper Hills, CA, Best Investors lists 157 registered investment advisory firms with 304 offices nearby, managing about $15.3T in combined regulatory AUM across 3,063,158 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 Juniper Hills

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T 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