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Best financial advisors in Mi Wuk Village, CA

Registered advisers within 25 miles of Mi Wuk Village, CA.

Offices
19
Firms
9
Combined AUM
$3.01T
Firm-wide filings, not assets booked only here
Clients
289K
288,823 clients when Item 5C has a number
Avg / client
$10.4M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
COMMONWEALTH FINANCIAL NETWORK
FORUM FINANCIAL MANAGEMENT, LP
WELLS FARGO CLEARING SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
LPL FINANCIAL LLC
VALLEY WEALTH STRATEGIES, LLC

Investors

CONNIE LEIGH FERRELL
Jerimie Joseph Zamora
Riley L Calise
Blane Reynold Franca
David Roberto Cazares
Jessica Lynn Leveroos
SARAH JEAN SCHLENZ
DANIEL THEODORE CLARKE
Jason Gregory Pink
JEFFREY VINCENT PARIS
Jordan Roy Sergent
Rebekah Garvin Mackenzie
SERENA LYNETTE DAVIS
KIMBERLY JOYCE HEMBREE
James Anthony Zaiter
JOSHUA ADAM SUESS
NICOLE KIOMI KIKUGAWA
John Krutsinger
Jaime Jennifer Dowell
Randall Jon Ehle
Carrin L Blyth
Brian Vincent Fox
SABRINA ISABELLA JULIAN
Sarah L Oskey
Mauricio Cisneros
Timothy Scott Oskey
STEVEN CRAIG HAYWARD

Within 25 miles of Mi Wuk Village, CA, Best Investors lists 9 registered investment advisory firms with 19 offices nearby, managing about $3.01T in combined regulatory AUM across 288,823 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 Mi Wuk Village

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

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 6 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 7 UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER 483 clients · 380 advisers $12.8B AUM 8 FORUM FINANCIAL MANAGEMENT, LP 155 clients · 116 advisers $8.69B AUM