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Best financial advisors in Merced, CA

Registered advisers within 25 miles of Merced, CA.

Offices
17
Firms
8
Combined AUM
$4.60T
Firm-wide filings, not assets booked only here
Clients
488K
487,663 clients when Item 5C has a number
Avg / client
$9.42M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
PNC WEALTH MANAGEMENT LLC
AMERIPRISE FINANCIAL SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CETERA INVESTMENT ADVISERS LLC
THRIVENT INVESTMENT MANAGEMENT INC.

Investors

CLINTON WESLEY MOORE
BRIAN JAMES GUDGEL
EDWARD FRANK MACHA
MELISSA DANIELLE FRAZIER
RONALD BRYAN EWING
Andres Curiel
Thomas Anthony Ochinero
DANIEL JOHN ZACHARIAS
SUZANNE HEATHER SMITH
Edward Guzman
PETER Anthony PADILLA
David Norton Wood
Mark Anthony Vega Felix
Ann Xaipanya
BRYAN L. TURNBULL
ERIC P GIELING
NAI KAE SAELEE
Mark T Seivert
LYNNETTE MICHELLE MCGILL-KOEHN
TED ROY DIETZ
Cody Bijou
James John Price
Alberto Escobedo
LETISHA MARIE MIRANDA
JAMES ARTHUR HAYES
Jeron Jack Brown
Edgar Eduardo De La Cruz
Jeremiah Walter Duda
Jared Goodin
MATTHEW DAVID SEBASTIAN

Within 25 miles of Merced, CA, Best Investors lists 8 registered investment advisory firms with 17 offices nearby, managing about $4.60T in combined regulatory AUM across 487,663 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 Merced

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T 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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 PNC WEALTH MANAGEMENT 1,226 advisers $30.3B AUM 7 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM 8 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM