Best Investors Account Sign in

Best financial advisors in Nipomo, CA

Registered advisers within 25 miles of Nipomo, CA.

Offices
123
Firms
66
Combined AUM
$10.0T
Firm-wide filings, not assets booked only here
Clients
2.44M
2,435,902 clients when Item 5C has a number
Avg / client
$4.12M
Combined AUM ÷ clients

Nearby offices

Firms

WELLS FARGO CLEARING SERVICES, LLC
EDWARD JONES
FIRST COMMAND ADVISORY SERVICES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
PERENNIAL FINANCIAL SERVICES
LPL FINANCIAL LLC
CENTAURUS FINANCIAL, INC.
J.P. MORGAN SECURITIES LLC
ROHR FINANCIAL ADVISORS, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
COMMONWEALTH FINANCIAL NETWORK

Investors

BERENICE DIAZ GARCIA
JEFF RICHARD KOESTER
Steven M Felton
Abby Marie Bierschbach
Elisa Selene Gomez
Carlos Alfredo Zepeda
Iran Yadira Zaranda Velazquez
Fernando Gonzalez Sanchez
Andrew S Paul
BRADLEY RYAN BOULTON
Rebecca Ann McKenzie
William Wheldon Dugan
Jacob Allen
JAMES CLYDE CHAMBERS
Maddox Richard De Nunzio
Eric Joseph Bravo
Troy Prober
CAREY ALLEN JAMES
DIANE LYNN JAMES
THOMAS BENJAMIN PAINE
JAQUELYN LEAH JAMES
Adam Farber
JANET AVEDISIAN
Lander Aldrei Gollaba Lacsina
MARK EDMUND STOTKO
CANDY LYNN SODEN
AARON MATTHEW PAULSEN
KENNETH JAMES RECCHIA
JERRY RAYMOND GUNN
NATHAN FELICIANO ALVARADO
Eric Jason Kuhns
DEREK JOSEPH JOHNSON
STEVEN RICHARD BURDICK
DONNA LYNN RANDOLPH
STACY ANNE KORSGADEN

Within 25 miles of Nipomo, CA, Best Investors lists 66 registered investment advisory firms with 123 offices nearby, managing about $10.0T in combined regulatory AUM across 2,435,902 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 Nipomo

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM