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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

GRATTAN FINANCIAL STRATEGIES, INC.
WELLS FARGO CLEARING SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
EMPIRICAL WEALTH MANAGEMENT
SHARPER & GRANITE LLC
INTEGRATED CAPITAL MANAGEMENT
LOWELL CAPITAL VALUE MANAGEMENT LLC
QUANTS CAPITAL MANAGEMENT, INC
KEEFER PENSION CONSULTING, INC.
BROOKSTONE WEALTH ADVISORS, LLC
LPL ENTERPRISE, LLC
OSAIC WEALTH, INC.
CLEVERALPHA
STATE FARM INVESTMENT MANAGEMENT CORP.
SAGE INVESTMENT GROUP
TRANSAMERICA FINANCIAL ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
LPL FINANCIAL LLC
CALIFORNIA CAPITAL MANAGEMENT

Investors

DANIEL VINCENT GRATTAN
GEORGENE MARIE GRATTAN
BRYANT SHAN TCHAN
RICHARD ALAN BRENDE
JOSEPH BRANDON LAVITT
Jonathan Green
Will Theodore
CHARLES E PYLE
CHRISTOPHER THOMAS CASANEGA
Ryan Edward Peabody
Tina Maree Herrera
Brent THOMAS Peters
GOKHAN KISACIKOGLU
GUY WILLIAM KEEFER
STEVEN LEE FLOYD
TAE HYUNG KIM
DENNY CHARLES BILIKAS
JONATHAN M PINEDA
Richard Cabanes
BEN TRAN
SCOTT WINFIELD BURCH
Sara Blatt Collins
Aylien Alexani
Ric R Roman
Shkira Singh
Sophia Laohasongkram
WILLIAM TIEN
Mike Lo
YI SHEN
Liang ke Yu
STEPHANIE LEE
BENJAMIN CHIANG
GREGORY JOHN ZEDLAR

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