Best financial advisors in Murphys, CA

Registered advisers within 25 miles of Murphys, CA.

Offices

26

Firms

13

Combined AUM

$3.02T

Firm-wide filings, not assets booked only here

Clients

289K

288,858 clients when Item 5C has a number

Avg / client

$10.5M

Combined AUM ÷ clients

Nearby offices

COMMONWEALTH FINANCIAL NETWORK

178 Big Trees Road Suite B-1
Murphys, CA 95247

CETERA INVESTMENT ADVISERS LLC

466 A MAIN ST
MURPHYS, CA 95247

EDWARD JONES

1300 KURT DR STE 101
ANGELS CAMP, CA 95222-9324

EDWARD JONES

467 S MAIN ST
ANGELS CAMP, CA 95222

STATE FARM INVESTMENT MANAGEMENT CORP.

218 S Main St.
Angels Camp, CA 95222-9359

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

171 N WASHINGTON ST STE C
SONORA, CA 95370

11.1 miles away

LPL FINANCIAL LLC

144 N WASHINGTON
SONORA, CA 95370

11.1 miles away

COMMONWEALTH FINANCIAL NETWORK

63 SOUTH WASHINGTON STREET SUITE A
SONORA, CA 95370

11.2 miles away

EDWARD JONES

199 SOUTH WASHINGTON STREET SUITE A
SONORA, CA 95370

11.4 miles away

VALLEY WEALTH STRATEGIES, LLC

316 S. Stewart Street Suite #1
Sonora, CA 95370

11.5 miles away

FORUM FINANCIAL MANAGEMENT, LP

945 Morning Star Drive
Sonora, CA 95370

11.6 miles away

COMMONWEALTH FINANCIAL NETWORK

995 MORNING STAR DRIVE SUITE A
SONORA, CA 95370

11.6 miles away

WELLS FARGO CLEARING SERVICES, LLC

808 E MONO WAY
SONORA, CA 95370

12.2 miles away

EDWARD JONES

728 MONO WAY
SONORA, CA 95370-5233

12.2 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

726 Mono Way
Sonora, CA 95370

12.2 miles away

EDWARD JONES

13923 MONO WAY
SONORA, CA 95370

12.7 miles away

WELLS FARGO CLEARING SERVICES, LLC

169 E SAINT CHARLES ST
SAN ANDREAS, CA 95249

12.8 miles away

EDWARD JONES

14570 MONO WAY STE H
SONORA, CA 95370

13.1 miles away

CETERA INVESTMENT ADVISERS LLC

20707 N. SUNSHINE ROAD
SONOMA, CA 95370

13.9 miles away

EDWARD JONES

19060 STANDARD ROAD STE 1
SONORA, CA 95370

14.6 miles away

Firms

COMMONWEALTH FINANCIAL NETWORK

CETERA INVESTMENT ADVISERS LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

LPL FINANCIAL LLC

VALLEY WEALTH STRATEGIES, LLC

FORUM FINANCIAL MANAGEMENT, LP

WELLS FARGO CLEARING SERVICES, LLC

Investors

John Krutsinger

Jaime Jennifer Dowell

Randall Jon Ehle

Brian Vincent Fox

SABRINA ISABELLA JULIAN

Mauricio Cisneros

Timothy Scott Oskey

STEVEN CRAIG HAYWARD

SERENA LYNETTE DAVIS

JOSHUA ADAM SUESS

KIMBERLY JOYCE HEMBREE

James Anthony Zaiter

NICOLE KIOMI KIKUGAWA

Jason Gregory Pink

SARAH JEAN SCHLENZ

DANIEL THEODORE CLARKE

JEFFREY VINCENT PARIS

Jordan Roy Sergent

Rebekah Garvin Mackenzie

David Roberto Cazares

Jessica Lynn Leveroos

GILBERT VALTIERRA

Jerimie Joseph Zamora

CONNIE LEIGH FERRELL

Blane Reynold Franca

Within 25 miles of Murphys, CA, Best Investors lists 13 registered investment advisory firms with 26 offices nearby, managing about $3.02T in combined regulatory AUM across 288,858 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 Murphys

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 BROOKSTONE CAPITAL MANAGEMENT LLC 35 clients · 334 advisers $12.8B AUM