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Best financial advisors in Oakley, CA

Registered advisers within 25 miles of Oakley, CA.

Offices
655
Firms
283
Combined AUM
$17.0T
Firm-wide filings, not assets booked only here
Clients
3.33M
3,326,140 clients when Item 5C has a number
Avg / client
$5.11M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
EDWARD JONES
LEWIS ASSET MANAGEMENT
JACKSON PEAK CAPITAL LLC
CETERA INVESTMENT ADVISERS LLC
ARGENT WEALTH ADVISORS, LLC
DUET ADVISORY SERVICES LLC
AMERIPRISE FINANCIAL SERVICES, LLC
PROSPERITY CAPITAL ADVISORS
CHARLES SCHWAB & CO., INC.
CHOU CAPITAL MANAGEMENT, LLC
VALLEY WEALTH STRATEGIES, LLC
OSAIC WEALTH, INC.
WELLS FARGO CLEARING SERVICES, LLC

Investors

JOSEPH EARL LONG
Jeffrey Ralph Bohn
Jordan L Bohn
RACHEL BRASWELL
DAVID WISSINGER
DAVID WILLIAM LEWIS
JOSEPH FREDERICK MCDONOUGH
Patrick Robert O'Brien
Andrew Clifford Squire Parrott
SHARON ANNE ALMEIDA
Jacqueline Nicole Almeida
Blake Harmer
JENNIFER LYNNE LOYER
Casey Kehr
KAREN JULIE GOODWIN
ALLEN FRANCIS LIPSCOMB
Schuyler William Gregory
CAROL LYNN OCHOA
Richard Daniel Scarpitti
Huizhen Wu
Scott James Martinez
Xiao Lu Jiang
Qiaoyi Yu
JOSEPH EDWARD MCKISSACK
GULNEER S SARANG
DEREK H BYSTROM
Kevin Christian Maas
Berenice Robante
HUINI LI
Hannah Beatriz Amy Young
Mitchell Dean Bertonneau
Russell Alexander Lin
WINNIE GUO
Isaac Damien Cowen
ALEX KUPERMAN
Grant Robert Johnson
Sneha Dhar Karihaloo
STEVEN CLINT GEE
OSCAR MARTINEZ
DAVID ADAM SASSON
Grant DeAndreis
PAULA LEANN KEY
PAMELA JOANNE ZEDICK
DENNIS DONALD MORITA
DANIEL ALAN RAYMOND
ANTHONY ROCCO GIULIANO
RICHARD DENNIS WEEKS
John Franklin Durham

Within 25 miles of Oakley, CA, Best Investors lists 283 registered investment advisory firms with 655 offices nearby, managing about $17.0T in combined regulatory AUM across 3,326,140 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 Oakley

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