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Best financial advisors in Marshall, CA

Registered advisers within 25 miles of Marshall, CA.

Offices
323
Firms
157
Combined AUM
$12.7T
Firm-wide filings, not assets booked only here
Clients
2.93M
2,934,004 clients when Item 5C has a number
Avg / client
$4.32M
Combined AUM ÷ clients

Nearby offices

Firms

HEADLANDS ASSET MANAGEMENT, LLC
ALLPOINT FINANCIAL GROUP
LPL FINANCIAL LLC
THE MCBRIDE GROUP
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
J.P. MORGAN SECURITIES LLC
NORTHBAY ADVISORS
PRIVATE ADVISOR GROUP, LLC
WILLOW CREEK WEALTH MANAGEMENT, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
EAGLE STRATEGIES LLC
WELLS FARGO CLEARING SERVICES, LLC
MILESTONE FINANCIAL ADVISORS
ABACUS WEALTH PARTNERS

Investors

BRADLEY JAMES SCOTT
ERNEST DARREN RENNER
ASHLEY MARIE SAWYER
Ryan Christopher Roland
WILLIAM CHARLES ROLAND
Brett J Daniel
JAMES ALLEN MCBRIDE
Darrel Keoki Lavilla
RICHARD BRYAN PITT
George A Hoang
Jason Turner
MATTHEW Willis RICHARDSON
Celena Andrea Narez Helm
William Ospina-Torres
DANIEL ALAN PETERSON
William L Ekren
Christopher P Stafford
KENNETH JURGEN WEISE
JASON BRADLEY JOHNSON
RICHARD EDWARD DUARTE
ADAM GOURLEY
RAWSON Smith Gulick
ERIC JOHN KEATING
DAVID BRUCE LAWRENCE
DAVID DALE HOMAN
GRIFFIN DANIEL SHEEHY
JACOB MATTHEW WEBER
KEITH LAWSON GARLOCK
JUSTIN MICHAEL LERETTE
Anthony James Feeney
PHUONG NGUYEN LAM
AARON WINER
SPENCER DAVID SHERMAN
LAUREN TAYLOR BOYES
Danielle Onesto
RUBY DELILAH LAMBRECHT
Katelynn Wiley

Within 25 miles of Marshall, CA, Best Investors lists 157 registered investment advisory firms with 323 offices nearby, managing about $12.7T in combined regulatory AUM across 2,934,004 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 Marshall

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM