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Best financial advisors in North Highlands, CA

Registered advisers within 25 miles of North Highlands, CA.

Offices
771
Firms
258
Combined AUM
$16.8T
Firm-wide filings, not assets booked only here
Clients
3.07M
3,071,732 clients when Item 5C has a number
Avg / client
$5.48M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EAGLE STRATEGIES LLC
OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
NEWEDGE ADVISORS
RIDGE CAPITAL ADVISORS, LLC
EDWARD JONES
PFS INVESTMENTS INC.
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

JASON LI HOWARD
SIULIENG CHEA-JEREZ
Yingzhi Xi
Sanaz Fasihiyazdi
Kevin Suarez
DARLING VANESSA PINEDA
CAITLAN ROSE BJORNSEN
JULIA MARIE TOONE
MICHAEL JOHN KENISON
LUKE WERNER CUMMINGS
MARCOS CALDERON
REHMAT AMIN
Jeff Brian Yankauskas
ANDREW JASON BONDAR
Kyle Gregory Smith
K. GREGG SMITH
Oksana Kravchuk
Sean Lockwood
Gary Vestal
MICHAEL ALAN MESSINA
SARAH F FONG
MARIO ANTONIO RODRIGUEZ
Hubert Waldo Stokes
Travis Paul Jackson
ZACKARY MICHAEL LARDIE
WILLIAM JOHN CERING
LINDA SANTIAGO
Benjamin W. Goldhammer
Leonora Chryssafis Bitas
Hope Ann Bennett-Brown
Dominic A Kennedy
Allan F Cady
Jose Roberto Huizar
DOUGLAS WAYNE ROWLEY
Jason Fass
ANDREW COREY FASS
KIMBERLY C SUTTON

Within 25 miles of North Highlands, CA, Best Investors lists 258 registered investment advisory firms with 771 offices nearby, managing about $16.8T in combined regulatory AUM across 3,071,732 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 North Highlands

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 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM