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Best financial advisors in Kernville, CA

Registered advisers within 50 miles of Kernville, CA.

Offices
87
Firms
40
Combined AUM
$9.54T
Firm-wide filings, not assets booked only here
Clients
2.42M
2,416,381 clients when Item 5C has a number
Avg / client
$3.95M
Combined AUM ÷ clients

Nearby offices

Firms

THE AMERIFLEX GROUP
LINCOLN INVESTMENT
EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
U.S. BANCORP ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
ON INVESTMENT MANAGEMENT CO
SPC
LPL FINANCIAL LLC
INDEPENDENT FINANCIAL GROUP, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PRIVATE ADVISOR GROUP, LLC
ALLSTATE FINANCIAL ADVISORS, LLC
MUTUAL ADVISORS, LLC

Investors

Ryan Castro
COURTNEY L DEMERS
Michael Allen
Glenn Orville Allen
LUIS GERARDO BORQUEZ
Karyn Erne Beltran-Medina
Jason R Jensen
JEFFREY EARL TAYLOR
Justin Brough
Suzan H Halsey
JENNIFER JILL Vargas
Alice Kay Hibbs
KEITH GALICIA
Francisco Garcia
LANCE TAYLOR PATTON
Rey David Mendez
Jaime Torres
Jennifer Victoria Palakiko
Thomas D O'Malley
MARK CHRISTOPHER SHOEMAKER
ROMAN LARA
PATRICK HENRY NANAMURA
MARK NANAMURA

Within 50 miles of Kernville, CA, Best Investors lists 40 registered investment advisory firms with 87 offices nearby, managing about $9.54T in combined regulatory AUM across 2,416,381 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 Kernville

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM