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Best financial advisors in Lake Almanor, CA

Registered advisers within 25 miles of Lake Almanor, CA.

Offices
11
Firms
5
Combined AUM
$4.04T
Firm-wide filings, not assets booked only here
Clients
712K
711,995 clients when Item 5C has a number
Avg / client
$5.68M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
MORGAN STANLEY

Investors

Wyatt David Durkin
Jamie Elizabeth Stocks
Barbara Ann Hunter
Aaron Lohn
PETER MYRON AUGUSTINE
Ronni M DeMasi
Angela Marie Crowley
WILLIAM HENRY MUTTERA
Kris Kurpjuweit
RICHARD KEITH STOCKTON
GRANT EDWARD HOLLIDAY
JIM GARY STEPHENSON

Within 25 miles of Lake Almanor, CA, Best Investors lists 5 registered investment advisory firms with 11 offices nearby, managing about $4.04T in combined regulatory AUM across 711,995 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 Lake Almanor

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 5 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM