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Registered advisers within 50 miles of Lakeshore, CA.
Within 50 miles of Lakeshore, CA, Best Investors lists 33 registered investment advisory firms with 60 offices nearby, managing about $6.85T in combined regulatory AUM across 1,060,936 advisory clients (Form ADV Item 5F and 5C, self-reported).
Totals use firm-wide filing data, not assets booked only in this area.
Ranked by regulatory AUM. AUM is firm-wide, not only this area.