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Best financial advisors in Lathrop, CA

Registered advisers within 25 miles of Lathrop, CA.

Offices
208
Firms
76
Combined AUM
$11.4T
Firm-wide filings, not assets booked only here
Clients
2.61M
2,611,219 clients when Item 5C has a number
Avg / client
$4.35M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC WEALTH, INC.
WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
PRINCIPAL SECURITIES, INC.
OLIVEIRA WEALTH
INTEGRAL WEALTH MANAGEMENT
PNC WEALTH MANAGEMENT LLC
J.P. MORGAN SECURITIES LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
INTEGRATED WEALTH CONCEPTS LLC
CRAWFORD FINANCIAL PLANNING & CONSULTING
EDWARD JONES
AMERICAN INVESTORS COMPANY
VALIC FINANCIAL ADVISORS, INC.

Investors

DEBRA LYNNE WEBB
JACOB VANCE GUNTER
TODD E BARTON
KATRINA M MORGANSON
JESSE G CORTEZ
CALVIN L HEIM
BRIAN WAYNE STEVENS
VICKY M JOHNSON
CORY ALAN KELLY
ANGELO MICHAEL GIANNOSA
MARK ALLAN KLEIDERLEIN
WILLIAM JAMES ROBINSON
Thomas Michael Oliveira
Christopher L Sharp
Paul Michael Lamandia
David E Epps
BRANDON HALLIDAY
Carolyn K. Beasley
Leann Lumpkin
Cade Roderick Countryman
ASMA MAHMOOD
Michael Maddox
DANE ALLAN ANDERSON
JEROD RAYMOND HAVEL
MICHAEL MARIO RAVOTTI
Grant Wiebe
JEFFREY STEWART SUTTON
DAVID ANTHONY BEACH
VICKI LYNN BAYLEY
William Joseph Hance
RANDALL KYLE ANDERSON
GREGORY ALAN CROSBY
THAD ANTHONY ORTEZ
ROBERT CORY POWELL
Andy Moreno
IAN GRIMBLEBY
NATHAN MILLER
JANE MARIE JOHNSON SIMMONS
RYAN ROOT
CHAD VAN HOUTEN
PRESTON OSBOURN
TAMBRA DAVIS
JEFFREY BOWMAN
DOUGLAS DEBOER
MANOJ BAINS
BECKY AUSTIN
LEEANNE CARDOZA
GREGORY JASON CRAWFORD
Esaul Guerrero
DAVID ROE DERBY
JOHN CARMINE CAVIGLIA
Andre Courtney Brown
KUBILAY ERTURK ISBILEN
LINDA RUBY LOPEZ AGUAYO
DAVID WILLIAM CONLIN
CHRISTOPHER ROMERO
RODNEY DALE SMITH
CHRISTINE WAI ZHONG
CHRIS DELA ROSA LANTIN
CRAIG ANTHONY SILCOX
JEFFREY ALAN CLEEK
TAM THI LE
KATHLEEN M FITTS
CARNELL ANTHONY FREEMAN
JOHN WILLIAM NIERADZIK
RYAN LOGAN WILSON
JUDY DANG
FLORA BURKE
TOMMY DALE ROY
SPENCER ERIC SEIDLER
FERNANDO DE LA ROSA
JEFFREY BRIAN ISLEY
LEOTHA THURMAN
DREW MASAO TAMAKI
STEVEN MARK BLOOM
JANE CATHERINE SILCOX

Within 25 miles of Lathrop, CA, Best Investors lists 76 registered investment advisory firms with 208 offices nearby, managing about $11.4T in combined regulatory AUM across 2,611,219 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 Lathrop

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T 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 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM