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Best financial advisors in Patterson, CA

Registered advisers within 25 miles of Patterson, CA.

Offices
111
Firms
49
Combined AUM
$9.73T
Firm-wide filings, not assets booked only here
Clients
1.37M
1,373,866 clients when Item 5C has a number
Avg / client
$7.08M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
ARROWHEAD WEALTH MANAGEMENT CORP.
EDWARD JONES
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
UNITED CAPITAL FINANCIAL ADVISORS
INTEGRATED WEALTH CONCEPTS LLC
PFS INVESTMENTS INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
STIFEL, NICOLAUS & COMPANY, INCORPORATED
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

GENE LESLIE LENFEST
CHRISTOPHER SCOTT DENNIS
DAVID WEI KEUNG WONG
Robert Dean McCoy
JAIRUS ROBERT BRYANT
MATTHEW THOMAS BRYANT
Thuy T. Nguyen
RANDALL LEE JENKINS
CALEB LEE JENKINS
Nancy Emilie Fuentes
Frank Alan Ahler
Moises Aguirre-Cabrera
ZETH AARON WALTERS
ZACHARY G WALTERS
GEORGE WILLIAM WALTERS
VALERIE JEAN HURST
ANDREW SCOTT WOLF
IAN GRIMBLEBY
NATHAN MILLER
JANE MARIE JOHNSON SIMMONS
RYAN ROOT
CHAD VAN HOUTEN
PRESTON OSBOURN
TAMBRA DAVIS
JEFFREY BOWMAN
DOUGLAS DEBOER
MANOJ BAINS
BECKY AUSTIN
LEEANNE CARDOZA
JOEL KENNETH BALAM
JOHN VINSON HOGIN
Brandon James Karp
Japjit Perumalla
LAKHWINDER SINGH
CLAUDIA ANGUIANO
Andy Moreno
Cade Roderick Countryman
ASMA MAHMOOD
Michael Maddox
DANE ALLAN ANDERSON
JEROD RAYMOND HAVEL
MICHAEL MARIO RAVOTTI
Grant Wiebe
JEFFREY STEWART SUTTON
DAVID ANTHONY BEACH
VICKI LYNN BAYLEY
William Joseph Hance
RANDALL KYLE ANDERSON
GREGORY JAMES HOEKMAN
ALEJANDRO GARCIA-CAMPOS
JERARDO REYES CRUZ
MICHAEL GORDON GROVER
JUSTIN MICHAEL GROVER
Eric Michael Taylor
Stephen Bradford Blakeley
Cullen Bradford Bearden

Within 25 miles of Patterson, CA, Best Investors lists 49 registered investment advisory firms with 111 offices nearby, managing about $9.73T in combined regulatory AUM across 1,373,866 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 Patterson

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