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Best financial advisors in Mckinleyville, CA

Registered advisers within 25 miles of Mckinleyville, CA.

Offices
26
Firms
15
Combined AUM
$5.60T
Firm-wide filings, not assets booked only here
Clients
1.19M
1,192,088 clients when Item 5C has a number
Avg / client
$4.70M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
U.S. BANCORP ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
REDWOOD COAST FINANCIAL PARTNERS
KINGSVIEW WEALTH MANAGEMENT, LLC
REPROP FINANCIAL MORTGAGE INVESTORS, LLC
PREMIER FINANCIAL GROUP INC
EBERT CAPITAL MANAGEMENT INC.

Investors

Sara Marie Newblom
Holly Maureen Martel
Brandon George Kakitsuka
Kelly Wood
PHILLIP SHERWOOD FREEMAN
LINDA LEE CAMPBELL
REED NICHOLS
MARK ALAN GORGE
Bryan Michael Plumley
Matthew Lester Shiney
VERNON DUANE BROWN
JUAN FRANSISCO FLORES
KENNETH WAYNE HOULDSWORTH
AMY BOOHER TAYLOR
Lauren Renee Blakeslee
Kyle Broin
LISA ANNE FRYREAR
Laura Wagner Middlemiss
NICHOLAS WESLEY BERTELL
HEATHER DIANE PONSANO
DANIEL JACOB DIXON
MICHAEL SCOTT MUNSON
Phoenix Arnold
Mary Katherine Mizera
JOHN CHRISTIAN GLOOR
GINGER LYNN WEBER
TERESA IRENE CONLEY
FRANCOISE RENEE CRANDELL
CARLA JENNELL SIMPSON
JEREMY ROBERT SORCI
Kyla Jordan Orr
Teresa Margaret Sollom
Georgia Mae Pearl Nordquist
WAYNE OLIVER CALDWELL
Von Hawley Butterfield
ALAN RAYMOND FOLEY
TERRENCE ELLIOTT NESS
BENJAMIN ALAN EBERT

Within 25 miles of Mckinleyville, CA, Best Investors lists 15 registered investment advisory firms with 26 offices nearby, managing about $5.60T in combined regulatory AUM across 1,192,088 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 Mckinleyville

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 8 PROSPERA FINANCIAL SERVICES, INC. 14 clients · 279 advisers $12.4B AUM