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Best financial advisors in Mokelumne Hill, CA

Registered advisers within 25 miles of Mokelumne Hill, CA.

Offices
15
Firms
10
Combined AUM
$3.00T
Firm-wide filings, not assets booked only here
Clients
288K
288,157 clients when Item 5C has a number
Avg / client
$10.4M
Combined AUM ÷ clients

Nearby offices

Firms

WELLS FARGO CLEARING SERVICES, LLC
BROOKSTONE CAPITAL MANAGEMENT LLC
APS INVESTMENT MANAGEMENT GROUP
WEALTHCARE ASSET MANAGEMENT, LLC
EDWARD JONES
DESERT ROSE CAPITAL MANAGEMENT, INC.
CETERA INVESTMENT ADVISERS LLC
COMMONWEALTH FINANCIAL NETWORK
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC

Investors

GILBERT VALTIERRA
WILLIAM MARK PETERSON
RYAN FREDERICK SHORTRIDGE
KEVIN ZACHARY KRAFT
RONALD ANTHONY ROBERTS
Danelle Ruth Dix
Joshua Aubrey Knittel
Drew M. McCurdy
Brian Vincent Fox
SABRINA ISABELLA JULIAN
John Krutsinger
Jaime Jennifer Dowell
Randall Jon Ehle
Carrin L Blyth
STEVEN CRAIG HAYWARD
Mauricio Cisneros
Timothy Scott Oskey
Sarah L Oskey
CHANDRA LEANN USELTON
Timothy M Knittel
DONNA MARIE STEVENSON

Within 25 miles of Mokelumne Hill, CA, Best Investors lists 10 registered investment advisory firms with 15 offices nearby, managing about $3.00T in combined regulatory AUM across 288,157 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 Mokelumne Hill

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 BROOKSTONE CAPITAL MANAGEMENT LLC 35 clients · 334 advisers $12.8B AUM 8 WEALTHCARE ASSET MANAGEMENT, LLC 6 advisers $211M AUM