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Best financial advisors in Modjeska, CA

Registered advisers within 25 miles of Modjeska, CA.

Offices
1,914
Firms
682
Combined AUM
$21.5T
Firm-wide filings, not assets booked only here
Clients
3.19M
3,188,796 clients when Item 5C has a number
Avg / client
$6.74M
Combined AUM ÷ clients

Nearby offices

Firms

ABBEY GROUP CAPITAL LLC
MY ADVISORS, LLC
U.S. BANCORP ADVISORS, LLC
BALANCED WEALTH MANAGEMENT
THE STRATEGIC FINANCIAL ALLIANCE, INC.
GWN SECURITIES INC.
KINGSWOOD WEALTH ADVISORS, LLC
WELLS FARGO CLEARING SERVICES, LLC
J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PRUDENT INVESTORS
LPL FINANCIAL LLC
VALLEY WEALTH STRATEGIES, LLC
OSAIC WEALTH, INC.
G.W. SHERWOLD ASSOCIATES, INC.
BAROLDI WOOD MANCE FINANCIAL ADVISORS, LLC
MML INVESTORS SERVICES, LLC
EDWARD JONES
DOUGLAS W. JONES ASSOCIATES FINANCIAL & INSURANCE SERVICES, INC.
J. W. COLE ADVISORS, INC.

Investors

ERIK OLAV HALVORSEN
Quinton Robert Espinosa
CHARLES HAROLD ROWAN
CHERYL LYN KNIGHT
RYAN DANIEL BOUDREAU
Renee Grace Faison
Hersh Chudasama
Nikou Moshtaridoust
JEREMY JACOB GUAJARDO
Scott Brenner Jacobs
TOWFIQ CHITALWALA
Kabir Sivjee
JARED CHEUNG-YI ONG
Jeremy Le Van Lau
ANNA YEN KIM
EUGENE GEORGE BOWAN
JAYNE MARIE P. SULLIVAN
DAVID LYNN EPPEY
STANLEY RICHARD BRUNO
STANLEY BRUNO
KENNETH PHILLIP MASCARI
DALE A. WOOD
JUAN EMILIANO TOLEDANO
ADAM ROBERT DEVONE
THOMAS PATRICK FLYNN
MICHAEL T NESHEIM
GARY WILLIAM SHERWOLD
VINCENT CHARLES BAROLDI
MICHAEL DEAN KING
WAYNE JOSEPH DENNEN
Mark Kais Denali
CHARLES ALLEN KANOY
DOUGLAS WARREN JONES
MELISSA SHAW JONES

Within 25 miles of Modjeska, CA, Best Investors lists 682 registered investment advisory firms with 1,914 offices nearby, managing about $21.5T in combined regulatory AUM across 3,188,796 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 Modjeska

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

1 PACIFIC INVESTMENT MANAGEMENT COMPANY LLC 5 clients $3.67T AUM 2 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 3 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T 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