Best Investors Account Sign in

Best financial advisors in Los Olivos, CA

Registered advisers within 25 miles of Los Olivos, CA.

Offices
23
Firms
15
Combined AUM
$4.25T
Firm-wide filings, not assets booked only here
Clients
747K
746,510 clients when Item 5C has a number
Avg / client
$5.69M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL FINANCIAL LLC
INDEPENDENT FINANCIAL PARTNERS
ONEDIGITAL
FINANCIAL TELESIS COMPANY
FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC
PLATFORM WEALTH ADVISORS
STATE FARM INVESTMENT MANAGEMENT CORP.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J.P. MORGAN SECURITIES LLC
FINANCIAL VISION LLC
JOHANNSEN & ASSOCIATES, INC.

Investors

Christen Andrew Nielsen
KELSEY CHRISTOPHER BENGOA
Mark Joseph Kavaloski
Leslie Ann Swartwood
BRADLEY DARREN SICOFF
Bruce Porter
JAVIER TRUJILLO
James Matthew Watts
GARY SCOTT MORROW
Kelly R. Hunziker
JORGE ARMANDO MORALES
JEFFREY WILLIAM LITTLE
Loren James Grabau
Ryan Michael Gibbons
PAUL KEVIN MANNION
Donovan Roberson
KORY DENNIS ROBERTSON
Steven A Rosso
Adriana Trujillo
Christian Orth
Robert A Craig
Jacob Krantz
RYAN DANIEL WOLFSHORNDL
JOSHUA SEQUOIA YAGER
DAVID ATWATER JOHANNSEN

Within 25 miles of Los Olivos, CA, Best Investors lists 15 registered investment advisory firms with 23 offices nearby, managing about $4.25T in combined regulatory AUM across 746,510 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 Los Olivos

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 5 ONEDIGITAL 175 clients · 404 advisers $155B AUM 6 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM 7 INDEPENDENT FINANCIAL PARTNERS 330 advisers $16.3B AUM 8 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM