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Best financial advisors in Livermore, CA

Registered advisers within 25 miles of Livermore, CA.

Offices
459
Firms
188
Combined AUM
$14.0T
Firm-wide filings, not assets booked only here
Clients
3.13M
3,126,922 clients when Item 5C has a number
Avg / client
$4.48M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
ALTAMONT WEALTH MANAGEMENT, INC.
BAYBRIDGE CAPITAL GROUP, LLC
OAK TREE SECURITIES, INC.
OSAIC WEALTH, INC.
COMMONWEALTH FINANCIAL NETWORK
WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
THE WEALTH CONSERVATORY
B. RILEY WEALTH ADVISORS, INC.
ALLSTATE FINANCIAL ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

Cody Edward Fawbush
Ernest Collins
STANLEY KEITH HALL
ELIZABETH COLE MIHALKA
Brody Joseph Martinez
KEVIN CHARLES BATSTONE
ASHISH DHAWAN
DAVID GREGORY GODINEZ
ALEXANDER DAVID WINTER
KENNETH LIN DAMMEL
JOSEPH RAY DUCA
NAVJIT SINGH
SAGAR SINGH
JEFFERY ALEX MCKANNAY
STEVEN ROBERT BELL
ADAM DAVID GHINAZZI
RYAN MICHAEL DE LA TORRE
THOMAS FRANCIS BENNETT
MICHAEL JAMES MARTIN
James Andrew Rawson
Stephen Matthew Lee
ROBERT PAUL MOUNT
M. BENAY CURTIS-BAUER
PAMELA PEREIRA ROSSE
IAN LEE
CRYSTAL JOHANNA NORRIS
DANIEL JOSEPH GHINAZZI
JOHN LAWRENCE BRACKETT
FRANK R ABIGANA
RICHARD BRUCE GOLDSTEIN
STEVEN ANDREW SANCHEZ
JENNIFER LEE FOUST
RONALD LAURENCE ANDRE
Melissa Bencomo
Shereen Adwer Louka
ALEJANDRA VENEZIA
VIVIAN TRAN
Andrew Yadegar
GURMEET GULATI
Loc Ngo
Haiwen Ye
Parminder Singh Banga
Ronald Guirnalda
Margret Maurice Kamal Nasry
Tarik Isaiah Glenn
BETTY TAYLOR SIMONE
MARCELLA A GUTIERREZ

Within 25 miles of Livermore, CA, Best Investors lists 188 registered investment advisory firms with 459 offices nearby, managing about $14.0T in combined regulatory AUM across 3,126,922 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 Livermore

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