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Best financial advisors in Loomis, CA

Registered advisers within 25 miles of Loomis, CA.

Offices
686
Firms
243
Combined AUM
$16.8T
Firm-wide filings, not assets booked only here
Clients
3.07M
3,069,240 clients when Item 5C has a number
Avg / client
$5.47M
Combined AUM ÷ clients

Nearby offices

Firms

RANDOLPH ELDER, CFP
LPL FINANCIAL LLC
JC FINANCIAL SERVICES
EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
ROSEMAN WAGNER WEALTH MANAGEMENT
GROWTH FACTORY VENTURES, LLC
CLEAR CREEK FINANCIAL MANAGEMENT, LLC
CASTELLAN FINANCIAL ADVISORS
KOLB WEALTH MANAGEMENT, LLC
OSAIC WEALTH, INC.
PRIVATE ADVISOR GROUP, LLC
LEGACY WEALTH, INC.
J.P. MORGAN SECURITIES LLC

Investors

RANDOLPH ALAN ELDER
JAMES JENSEN SCHERER
RYAN CHRISTOPHER DEMARTINI
Sharla Renee Nichols Caves
Michael Bandy
WAYNE KENJI MIZUNO
PAUL DONOVAN HOLLIDAY
AARON JOHN WAGNER
Michael Adam Di Dio
SCOTT PATRICK ROSEMAN
Sara M. Wise
CHRISTOPHER MICHAEL SHUBA
WALTER ANTHONY ROMATOWSKI
Peter Cameron McDonald
Jeffrey Warren Sinclair
ROBERT STEVEN KOLB
Braden Ralph Kolb
DAVID JAMES HARTMAN
JEFFREY A SCHNOEBELEN
STEVEN FREDERICK RAU
SHOAIB SARWAR
FORREST JAMES MACNEIL
Richard Dustin MacFarlane
Sara Evans
Juan Vargas
VLADISLAV ANDREYEVICH AVDEYUK
LOI CHONG YU
RYAN JON HARRISON

Within 25 miles of Loomis, CA, Best Investors lists 243 registered investment advisory firms with 686 offices nearby, managing about $16.8T in combined regulatory AUM across 3,069,240 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 Loomis

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