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Best financial advisors in Napa, CA

Registered advisers within 25 miles of Napa, CA.

Offices
189
Firms
66
Combined AUM
$11.9T
Firm-wide filings, not assets booked only here
Clients
2.37M
2,371,315 clients when Item 5C has a number
Avg / client
$5.02M
Combined AUM ÷ clients

Nearby offices

Firms

WOODBRIDGE CAPITAL PARTNERS, LLC.
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
EVERGREEN CAPITAL MANAGEMENT LLC
EDWARD JONES
SOARES FINANCIAL, INC.
OSAIC WEALTH, INC.
MML INVESTORS SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STATE FARM INVESTMENT MANAGEMENT CORP.
DEDORA CAPITAL, INC.

Investors

GERARDO MARTIN
DENA LORRAINE DEBENEDETTI
Nicholas Peter Alexiou
Charles T. Webster
Kenneth Rode
MATTHEW LEE BARLOW
MICHAEL V OSHEA
KHOI DINH VU
Mohammed Bunyad
Johanna Arrancha Agulay
MICHAEL CHRISTOPHER CHAMPION
Michael Manfred
ANGELA YVONNE DENNA
MICHAEL EUGENE GEITNER
CYNTHIA Autenreith
GRANT CLINTON SMITH
Max James Joseph Cluer
JOHN JOSEPH CORDEIRO
JAMES WALTER DIMARCO
Michael Murray
MARK ERNEST NICOLETTI
Alison Beth Russell
David Boerio
EVA COLLEEN SOARES
RHONDA SUZANNE HACKER
JULIE ANN CUTLER
MELANIE ELIZABETH WHITEHEAD
Nicole Elizabeth Sedano
KATHRYN LOUISE FITZGERALD
GREGORY DEAN SOULSBURG
Justin Andrew Meyer
GEORGE IRVING LAMBRIX
Robert Anthony Lockhart
JAMES THOMAS CALFORDA
DAVID HOVE TORP
JOHN SALVATORE CARDINALE
MARK FORREST HILL
TERRI LYN Cavagnaro
WILLIAM ALEX BECKER
Sharon Christine Khan
PAUL JONATHAN DEDORA
Shivani Amit Patel
ROBERT REED

Within 25 miles of Napa, CA, Best Investors lists 66 registered investment advisory firms with 189 offices nearby, managing about $11.9T in combined regulatory AUM across 2,371,315 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 Napa

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

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM