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Best financial advisors in Oakdale, CA

Registered advisers within 25 miles of Oakdale, CA.

Offices
114
Firms
52
Combined AUM
$9.74T
Firm-wide filings, not assets booked only here
Clients
1.34M
1,335,958 clients when Item 5C has a number
Avg / client
$7.29M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
VERITY ASSET MANAGEMENT
PFS INVESTMENTS INC.
J.P. MORGAN SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC
WELLS FARGO CLEARING SERVICES, LLC
KENNETH E. BOONE WEALTH MANAGEMENT, LLC
FORUM FINANCIAL MANAGEMENT, LP
STATE FARM INVESTMENT MANAGEMENT CORP.
PNC WEALTH MANAGEMENT LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CRAWFORD FINANCIAL PLANNING & CONSULTING
LUMINARY FINANCIAL PLANNING
OSAIC WEALTH, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

Eder Hernandez Barrientos
Nicholas White
Daniel Krause
WALTER NAVA GORDON
Gerardo Vergara
Nagaraj Bhimaray Awatiger
GARY MANUEL MARTIN
Madeline McCarthy
Anthony A. Linares
CHARLENE RENEE LOVITT
ANTHONY ROBERT DAVILA
Joshua David Natham
KENNETH EZRA BOONE
Brandon Lee Meyer
Clayton Fegett
Angela Maria Silva
PAMELA ALENE SHELTON-ALLEN
AMIT A. PRASAD
Shanelle I Winters
GREGORY JASON CRAWFORD
Martin William Youmaran
Edgar E Tejeda Gonzalez
NICOLE E SEGHETTI
GREGORY ALAN CROSBY
THAD ANTHONY ORTEZ
ROBERT CORY POWELL

Within 25 miles of Oakdale, CA, Best Investors lists 52 registered investment advisory firms with 114 offices nearby, managing about $9.74T in combined regulatory AUM across 1,335,958 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 Oakdale

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