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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

PFS INVESTMENTS INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
GRADIENT ADVISORS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J.P. MORGAN SECURITIES LLC
CITIGROUP GLOBAL MARKETS INC.
U.S. BANCORP ADVISORS, LLC
OSAIC WEALTH, INC.
ROYALE INVESTMENT ADVISOR LLC

Investors

ENDA VERES
FLOYD D PETERSON
STEVEN SCOTT KANOUSE
Carter Richard Anderson
ADOLFO SALDANA
MIKE BARRON MC COY
ARLETTE NEALOHA OBERG
SEEMA SETHI
THOMAS EVERETT STEELE
Edwin Alexander Ramirez
ERNESTO FONSECA
LAURA VASQUEZ
Israel S. Nazari
CAROLYN YVONNE JENKINS
Marcos Celis Garcia
Kimberly Nicole Romo
Tommy Donald DeGraw
Poonam Walia
Kelly Marie Lind
Ivan Flores
Damon B. Hopkins
Kevin Alan Craig
EFREN VINCENT MARTINEZ
ALLEN STEPHEN DRAKE

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