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Best financial advisors in Marigold, CA

Registered advisers within 25 miles of Marigold, CA.

Offices
321
Firms
93
Combined AUM
$11.9T
Firm-wide filings, not assets booked only here
Clients
1.54M
1,542,252 clients when Item 5C has a number
Avg / client
$7.70M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
DILIGENT INVESTORS, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
EAGLE STRATEGIES LLC
BOSMAN WEALTH MANAGEMENT, LLC
PRIVATE MANAGEMENT GROUP INC
J.P. MORGAN SECURITIES LLC
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
ONEAMERICA SECURITIES, INC.
MASON FINANCIAL SERVICES
RETIREMENT WEALTH GROUP, INC

Investors

Jonathan Alfonso Casaus
Ryan Holloway
JOHN JEFFREY MARVIN
HENK JUERGEN FISCHER
JAMES ALLEN WILSON
CHRISTOPHER AARON PALMER
JOAN HSU
PATRICK MICHAEL RYAN
LARRY GORDON ETZWEILER
JULIA NICOLE NAMAN
MICHAEL LEE BOSMAN
JON JAY FENSTER
Brandon Estrada
JOHN CUMMINGS OLIVER
DAVID FORBES MASSONGILL
DANNY ALLAN PAYNE
Edgar Jet Gonzalez
DAVID OWEN MAUPIN
Sean Reed Lugo
Maria A Galvez
Christopher M Racadio
DORIAN ALEXANDRO SANDOVAL
ENSEN MASON
LANNY REX STOUT
Carolyn Michelle Matson
TYLER WANER
NEAL ALFRED WANER
Frederick Morton Woolley
Carly Lynne Lambeth
JENNIFER LYNNE TURNER

Within 25 miles of Marigold, CA, Best Investors lists 93 registered investment advisory firms with 321 offices nearby, managing about $11.9T in combined regulatory AUM across 1,542,252 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 Marigold

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