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Best financial advisors in Lotus, CA

Registered advisers within 25 miles of Lotus, CA.

Offices
484
Firms
189
Combined AUM
$16.2T
Firm-wide filings, not assets booked only here
Clients
3.05M
3,052,934 clients when Item 5C has a number
Avg / client
$5.30M
Combined AUM ÷ clients

Nearby offices

Firms

SAFEGUARD INVESTMENT ADVISORY GROUP, LLC
WE ALLIANCE WEALTH ADVISORS, INC.
WE ALLIANCE BLOCKCHAIN MANAGEMENT SOLUTIONS, LLC
WE ALLIANCE TACTICAL MANAGERS, LLC
WE ALLIANCE STRATEGIC MANAGEMENT SERVICES, LLC
UBS FINANCIAL SERVICES INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
PINNACLE WEALTH MANAGEMENT, LLC
FREDERICK, MARK D.
EAGLE STRATEGIES LLC
LPL FINANCIAL LLC
ALLWORTH FINANCIAL, L.P.
PARK AVENUE SECURITIES LLC
WEDBUSH SECURITIES INC.
CETERA INVESTMENT ADVISERS LLC
LPL ENTERPRISE, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EDWARD JONES

Investors

EDWARD ANTHONY SOTA
Justin Riley Bougher
TERRY DEAN WHEELER
BRADLEY DEAN NEASE
Rodney Kent Thompson
PATRICIA DAWN HAWKINS
GEORGE JAMES CHUCHAS
JONATHAN BOLTER
TODD BUCKENDORF
Jason MICHAEL Arnold
ERIKA SUZANNE JIMENEZ
MARLEYNA RUBIN
Jodi Lynn Pieczynski
LISA MARIE BEILE
RACHELLE MARIE MIGUEL
BRENT ALLAN SAWRIE
BARBARA ANN FAIN
ANNETTE MARIE HOLT
NICHOLAS ROCKY PASTORINO
ARUTYUN SHIBOYAN
Cornelius Francis Leahey
JACK RICHARD ZBORALSKE
KENYON LLOYD LEDERER
DAVID B AGEE
JUDI ILANA GORDON
CHIEN KAIN YEH
CRYSTAL KANADA
JOSEPH LUKE NATUZZI
Patrick Joseph Haggerty
Roberto Francisco Hernandez
Jennifer Kyle
John Roger Gendreau
STEVEN RONALD MORGAN
WILLIAM PATRICK HAGERTY
LYNZIE WOLTERS
CAMERON DL LAGALA
Christian Horacio Ortez
WESLEY DANIEL PATRICK SCOGGIN
ALLISON ELINOR SCOGGIN
Phillip Monroe
Adam Cayden Besana
JAMES PATRICK HENNESSY
PAMELA JANE SOWERS
MARK DAVID FREDERICK
BLAINE KRISTOPHER JOHNSON
KEVIN R MARANI
LOREN BOU TAING
Jeremy J Holstrom
Julie Marie Barros
Elizabeth Beatrix Keyser
Taylor Collin Reed
Ashish Desai
Robert S Duray
MICHELLE MCCORMICK
BRENDAN ROBERT SNYDER
Hyong Leung
JONATHAN Loren LEVATINO
Donald Roger Coombs
GEREMY LEE ZEZINI
CHRISTOPHER JOSEPH LEDELL
JUDITH ANNE DAVIDSON
DAVE BOSTICK
DESIDERIO ANTONIO RODRIGUEZ
Joseph Kevin Cronin
Sandy L Stafford
Cono T Spinelli
ERIC DONALD FORWARD
SCOTT ANTHONY STORER
SEAN MICHAEL LUCAS
Ryan J. Rainbolt
DAVID ALEXANDER THOMAS
ANDREA M ORLANDO-SKEWIS
Ali R Coleman
SHIRLEY SU
MAXWELL D GLASHEEN
SCOTT M MOTLEY
COURTLAND EDWARD MULLIKEN
Lorena Robles-Cohen
JARETT D LIDDICOAT
DONNA W HARRISON
LARA KAPANZHI-HAMPTON
Jazette LaBarbera
AUBREY CURRINGTON
CRAIG STONE
CLARK D EBINGER
GREGORY DANIEL PELECHOWICZ
RYAN ROBERT NAAKE
KATHERINE Rose TREFFINGER
Matthew Stephen Waldron
ANTHONY Michael WILCOX
Brieanna Jean Churchill
KEN CRAWFORD
JUDY LYNN SEIBOLD
Julie L Small
JEFFREY STEWART NIELSEN
DANIEL CABOT LOWE
Jay F Johnson
Gail Liebergot Good
Heather Crawford
Marianne Courbis Santos
Alireza Torabian
Craig Robert Gorman
Liam F Roddy
Lubna A Salman
Sonia Sandra Perez
Aaron M Menard
MICHAEL RICHARDS CARTER
Laura SCRUGGS
ERIC CHRISTIAN ANDERSEN
SCOTT THOMAS ANDERSEN
MARCELLA REE LEES
STEVE TRUETT BARRILLEAUX
GERALD GRANT HARSHBERGER II
Suzanne Claire O'Neal
Troy Timothy Drennon
Mackenzie L Miller

Within 25 miles of Lotus, CA, Best Investors lists 189 registered investment advisory firms with 484 offices nearby, managing about $16.2T in combined regulatory AUM across 3,052,934 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 Lotus

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