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Best financial advisors in Mount Shasta, CA

Registered advisers within 25 miles of Mount Shasta, CA.

Offices
8
Firms
7
Combined AUM
$2.51T
Firm-wide filings, not assets booked only here
Clients
666K
666,128 clients when Item 5C has a number
Avg / client
$3.77M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
CHOREO, LLC
COMMONWEALTH FINANCIAL NETWORK
MARINER INDEPENDENT
LPL FINANCIAL LLC

Investors

CARLOS Alan KILPATRICK
RUSSELL LEE PORTERFIELD
Kevin Arthur Charter
Scott Edwin Brown
Asmaa Ali Ali-Sickman
GABRIELLA THERESA Schmidt
DORIAN MATTHEWS AIELLO
Robert Griffith
KACY LYNN LOTZ

Within 25 miles of Mount Shasta, CA, Best Investors lists 7 registered investment advisory firms with 8 offices nearby, managing about $2.51T in combined regulatory AUM across 666,128 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 Mount Shasta

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 4 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 5 CHOREO, LLC 244 clients · 150 advisers $19.1B AUM 6 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 7 MARINER INDEPENDENT 47 clients · 128 advisers $7.34B AUM