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Best financial advisors in Meadow Vista, CA

Registered advisers within 25 miles of Meadow Vista, CA.

Offices
386
Firms
160
Combined AUM
$15.6T
Firm-wide filings, not assets booked only here
Clients
3.05M
3,050,723 clients when Item 5C has a number
Avg / client
$5.12M
Combined AUM ÷ clients

Nearby offices

Firms

ARROW WEALTH ADVISORS
AMERIPRISE FINANCIAL SERVICES, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
EDWARD JONES
AMERICAN INVESTORS COMPANY
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
NORTHBROOK FINANCIAL GROUP, LLC
FERMATA ADVISORS
TAX PLANNING PROFESSIONALS, INC
ALLSTATE FINANCIAL ADVISORS, LLC
OSAIC WEALTH, INC.
IFC
WELLS FARGO CLEARING SERVICES, LLC
THRIVENT INVESTMENT MANAGEMENT INC.

Investors

DANIEL LEE SELTZER
Mitchell Harris Law
Brandon Brooke
KATHY L RAY
ELIZABETH WASCHOW
ASHLEY BREANNE HALEY
DELWIN ROBERT FREW
Gregory Thomas Williams
FORREST RANDALL BLAIR
WILLIAM STAFFORD CRAIG
PAUL CHRISTIAN HANNA
David P McHugh
THOMAS CAMERON WRAY WOOLLEY
Matthew Percey
GARY WILLIAM HENSON
ZACHARY JAMES WEIRICH
GEORGE GRAZIANO
WILLIAM EDMOND WITZKE
Steve E Cowles
DAVID LEE ODOM
LARRY CHARLES AU
TARA MARIE CAVRIKAS
Stuart Douglas Wenger
ANGELA KAY ADLER
CLARE ELIZABETH HIATT
Mark Nelson Mishler
Keali'i Wolfgang Forsberg
Brian Louis Mishler
KEVIN ANDREW HARBACK
Natalie Litchfield
Garrett Sterling Konrad
Evan Naves
PETER GUENTHER KONRAD
Shiloh Penn-Henry
ROBERT M MOLNAR
Jacqueline Marie Ellerbee
NATHAN JOEL MAHNKE
CATHI ANN WALLACE

Within 25 miles of Meadow Vista, CA, Best Investors lists 160 registered investment advisory firms with 386 offices nearby, managing about $15.6T in combined regulatory AUM across 3,050,723 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 Meadow Vista

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 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM