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Best financial advisors in Lugo, CA

Registered advisers within 25 miles of Lugo, CA.

Offices
2,900
Firms
1,209
Combined AUM
$27.7T
Firm-wide filings, not assets booked only here
Clients
3.52M
3,516,023 clients when Item 5C has a number
Avg / client
$7.88M
Combined AUM ÷ clients

Nearby offices

Firms

ARCA CAPITAL MANAGEMENT
ARCA INVESTMENT MANAGEMENT, LLC
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
EMPIRICAL WEALTH MANAGEMENT
PFS INVESTMENTS INC.
VIRTUE CAPITAL MANAGEMENT, LLC
LPL FINANCIAL LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
PORTAGE CAPITAL MANAGEMENT LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
B CAPITAL
WEDGEWOOD ASSET MANAGEMENT, LLC
J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
TRILINC ADVISORS, LLC

Investors

Zachariah M Klippel
Lynne Georgina Neuman
Andrew Cereghino
Justin Smith
Ramona Ivy
Sharon E Cooper
Mark Allen Gibbs
RICHARD ALAN BRENDE
JOSEPH BRANDON LAVITT
Jonathan Green
Will Theodore
CHARLES E PYLE
MARION MANAHAN
TOAN BAO NGUYEN
Erik Eriberto Johnson
Dane M Braunecker
RICHARD KARIM AZOUZ
Trent William Turner
Robert Lewis Baker
JOHN GERARD ARENSDORF
ALEJANDRO CHRISTOPHER TREJO
DAVID JOHN ANDERSON
KRISTOPHER RANEY
KATHRYN ANNE SUNICO
DANIEL FILLINGER
CARL LEIVA
CRAIG EVAN BENJAMIN
HENRY JOHN TALLARDY
JOHN COLLETT POLK
Arthur Robert Fu
Robert Bennett Johnston
JAMES ALLEN BARR
DONNA LYNNE MCNEELY
Rozina Salim Rupani
Cesar Ricardo Chavez
John Patrick Schober
Ruben Cavada
Karina Gevorgyan

Within 25 miles of Lugo, CA, Best Investors lists 1,209 registered investment advisory firms with 2,900 offices nearby, managing about $27.7T in combined regulatory AUM across 3,516,023 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 Lugo

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

1 CAPITAL RESEARCH AND MANAGEMENT COMPANY 134 clients $3.75T AUM 2 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 3 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 CAPTRUST 963 advisers $1.24T AUM 6 DIMENSIONAL FUND ADVISORS LP 3 clients · 269 advisers $1.02T AUM 7 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 8 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM