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Best financial advisors in Metler Valley, CA

Registered advisers within 25 miles of Metler Valley, CA.

Offices
71
Firms
34
Combined AUM
$8.46T
Firm-wide filings, not assets booked only here
Clients
1.38M
1,383,476 clients when Item 5C has a number
Avg / client
$6.11M
Combined AUM ÷ clients

Nearby offices

Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CASH FLOW TECHNOLOGIES
SAGE WEALTH SOLUTIONS, LLC
EDWARD JONES
INDEPENDENT FINANCIAL GROUP, LLC
LPL FINANCIAL LLC
ACRYLIC FINANCIAL, INC.
WORLD INVESTMENT ADVISORS, LLC
CETERA INVESTMENT ADVISERS LLC
KESTRA PRIVATE WEALTH SERVICES, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
FIRST COMMAND ADVISORY SERVICES
MORGAN STANLEY
INSPIRE ADVISORS, LLC

Investors

DARIO ANTONIO ORELLANA
TROY DOANE FLOWERS
RALPH CANNON WILLIAMS
Steven Dale Angebrandt
CHRISTINA WOODFORD
MATTHEW CAINE SESSA
TIMOTHY HAYES
Kenneth Francis Galanis
KEVIN LEWIS VON TUNGELN
JOCELYN CO WEE
JAZZMINE THOMAS
MICHELE MARIE LANTZ
DANIEL LEE RICE
NADIA ALICIA DICKINSON
GEORGE LEE ANDREWS
Jesse Brent Mettrick
ARLAND KELLY
MICHAEL LAWRENCE KELLY
Christopher James Zuaro
Robert Geoffrey Concessio
KATHRYN LOUISE WILKERSON
Franklin Fernandez
Rocio Montagner
GARY WHITWORTH PEARSON
DAVID RICHARD NORRIS
LOUIS WILLIAM SILVA
Kylie Silva
ROBERT STEVEN DERRYBERRY

Within 25 miles of Metler Valley, CA, Best Investors lists 34 registered investment advisory firms with 71 offices nearby, managing about $8.46T in combined regulatory AUM across 1,383,476 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 Metler Valley

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM