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Best financial advisors in Market, CA

Registered advisers within 25 miles of Market, CA.

Offices
2,949
Firms
1,215
Combined AUM
$27.6T
Firm-wide filings, not assets booked only here
Clients
3.51M
3,508,292 clients when Item 5C has a number
Avg / client
$7.88M
Combined AUM ÷ clients

Nearby offices

Firms

CHARLES SCHWAB & CO., INC.
WELLS FARGO CLEARING SERVICES, LLC
J.P. MORGAN SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
PRIVATE ADVISOR GROUP, LLC
LPM ADVISORS, LLC
PM MGMT, LP
BANKERS LIFE ADVISORY SERVICES, INC.
LS CAPITAL, INC.
INNOVATIVE WEALTH ADVISORS LLC
AFC WEALTH MANAGEMENT

Investors

Avery Burton
ERIC BYUN
George Muench
Donna J Niemann
JOSEPH Y KIM
Michael Adam Walter
STEVEN JOHN BRISTOL
HORACIO LOPEZ
Jonathan Michael Richard Hernandez
Eric Sany Kozman
ALINE JULIANA PADBERG-ROSEN
Pablo Asael Lozano
Owen Kohler
Matthew Gregory Johnson
Sean Hetherington
ANA TEPER
Kevin Francis Miller
Jesus Andrade
Kyle P. Bobo
Michael Anthony Posner
WAYNE CHRISTOPHER HILDENBRAND
ROBERT ALAN JACOBSON
DMITRIY GINOSYAN
JAVIER EDUARDO LOPEZ
JUN TOMLINSON
ADAM GREGORY MARK HARTRUM
KIM BRIGHT
DYLAN BRIGHT
AMY SCHLOSS FOSTER
TODD SANFORD DAVIDSON
GRANT HARMAN HARTWELL
CONNOR PHILLIP HARTWELL
PHILIP ALAN HARTWELL
LAUREN TAYLOR HOLDEN
Christopher Adam Barredo
AUSTIN ARATA
E. MARTIN VON KANEL
JOHN JAY LEWIS
SAMUEL BRUCE LEDWITZ
ANTHONY GORDON PEYROT
BRUCE JAMES LAGNESE
PARISA TAHERI TAFRESHI
KEITH Richard ZAVALA
Jenna Michele Kaplan
ROBERT BENNETT KAPLAN
Angel Matos
IOAN GRIGOR
Jamshid Seleh
MINA GILL
MUHAMMAD ZAHID AZIZ
JEROME ALLEN WARD
MICHAEL NEIL MILLER
ERIC ALAN JACOBY

Within 25 miles of Market, CA, Best Investors lists 1,215 registered investment advisory firms with 2,949 offices nearby, managing about $27.6T in combined regulatory AUM across 3,508,292 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 Market

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