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Best financial advisors in Norden, CA

Registered advisers within 25 miles of Norden, CA.

Offices
32
Firms
27
Combined AUM
$8.28T
Firm-wide filings, not assets booked only here
Clients
2.08M
2,083,347 clients when Item 5C has a number
Avg / client
$3.97M
Combined AUM ÷ clients

Nearby offices

Firms

MORGAN STANLEY
U.S. BANCORP ADVISORS, LLC
INCLINE INVESTMENT MANAGEMENT, LLC
INCLINE INVESTMENT ADVISORS, LLC
WELLS FARGO CLEARING SERVICES, LLC
1CONFIRMATION
INDEPENDENT ADVISOR ALLIANCE, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
UBS FINANCIAL SERVICES INC.
PROSPERA FINANCIAL SERVICES, INC.
ZAZOVE ASSOCIATES LLC

Investors

ERIC ANDRE OVERSTREET
CATHERINE ELLEN GALGANO
KELLY MCMURRAY
MARSHALL MAXIMILIAN GRANT
Kyle Kevin Duffy
TED A PARKHILL
TODD EVERETT HURLBUT
GRANT ALFRED AVERY FURLAN
SAMUEL LEMAIRE MCCHESNEY
MARK JOSEPH CHAPMAN
JAMES ALOYSIUS DIEPENBROCK
ROBERT BIXBY GREEN
LISA ANNE PETRIE
CYNTHIA FERRELL
CAROL SMITH
JEFFREY MARK KLINGER
WILLIAM DONALD RADTKE
ERIKA ELIZABETH HERFERT
EMILY GORDON DE LA REGUERA
JORAM B JENSEN
STEVE RAY RUSSELL
JOSHUA SETH MARTIN
ERIC WILLIAM BICKENBACH
THERESA MARIE LARSEN
ELLIOT DEBRABANDER
Benjamin Sloves
DAVID WALTON LUMMUS
Brittany Surina
RYAN R HYSLOP

Within 25 miles of Norden, CA, Best Investors lists 27 registered investment advisory firms with 32 offices nearby, managing about $8.28T in combined regulatory AUM across 2,083,347 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 Norden

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM