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Best financial advisors in Lake Of The Pines, CA

Registered advisers within 25 miles of Lake Of The Pines, CA.

Offices
522
Firms
194
Combined AUM
$16.2T
Firm-wide filings, not assets booked only here
Clients
3.05M
3,053,243 clients when Item 5C has a number
Avg / client
$5.30M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
ALLSTATE FINANCIAL ADVISORS, LLC
WELLS FARGO CLEARING SERVICES, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
NORTHBROOK FINANCIAL GROUP, LLC
FERMATA ADVISORS
IFC
HENTCH SOLUTIONS
VANTAGE FINANCIAL GROUP
LPL FINANCIAL LLC
CLARION ADVISORS INC.
EAGLE STRATEGIES LLC
HAMMER ASSET MANAGEMENT, LLC
PFS INVESTMENTS INC.
TAX PLANNING PROFESSIONALS, INC

Investors

DAVID LEE ODOM
LARRY CHARLES AU
TARA MARIE CAVRIKAS
Stuart Douglas Wenger
ANGELA KAY ADLER
CLARE ELIZABETH HIATT
Steve E Cowles
WILLIAM EDMOND WITZKE
Mark Nelson Mishler
Keali'i Wolfgang Forsberg
Brian Louis Mishler
ROBERT M MOLNAR
Jacqueline Marie Ellerbee
NATHAN JOEL MAHNKE
CATHI ANN WALLACE
GARY WILLIAM HENSON
ZACHARY JAMES WEIRICH
Natalie Litchfield
Garrett Sterling Konrad
Evan Naves
PETER GUENTHER KONRAD
Shiloh Penn-Henry
Keith Gordon Hentschel
Karsten Samuel Kaczmar
MARK CHARLES CUNIBERTI
TIMOTHY AARON STEELE
JESS RYAN HUDSON
Priscilla Luckhurst
Shawn R Sanchez
DERRICK SMITH ANDREWS
CHELSEA DENISE BAILEY
Grant Andrews
MARSHALL DEAN GOINS
SARAH ARLINE JOHNSON
CHRISTOPHER GREG PACKARD
DAVID ALLAN HAMMER
MAXINE LEIGH BODWAY
DONNA CIRELLI
GEORGE GRAZIANO
Gregory Thomas Williams

Within 25 miles of Lake Of The Pines, CA, Best Investors lists 194 registered investment advisory firms with 522 offices nearby, managing about $16.2T in combined regulatory AUM across 3,053,243 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 Of The Pines

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