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Best financial advisors in Patton Village, CA

Registered advisers within 50 miles of Patton Village, CA.

Offices
120
Firms
65
Combined AUM
$8.11T
Firm-wide filings, not assets booked only here
Clients
1.11M
1,110,429 clients when Item 5C has a number
Avg / client
$7.31M
Combined AUM ÷ clients

Nearby offices

Firms

TRIER MANAGEMENT, INC.
WELLS FARGO CLEARING SERVICES, LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
PETERSON WEALTH MANAGEMENT, LLC
8090 PARTNERS LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
KESTRA ADVISORY SERVICES, LLC
GK WEALTH MANAGEMENT LLC
DUNHAM
GRADIENT ADVISORS, LLC
WOLF PACK WEALTH
SKYLINE IM, LTD.

Investors

CHRISTOPHER EUGENE FERRE
Brian Patrick Urbani
Tyler Christian Drake
Jacob M Honea
Shelley Lynn Schein
JESS DAVID PETERSON
DONALD SCOTT PETERSON
ANDREW GEORGE PETERSON
ANDREE MARIE BLAIN
KEVIN MICHAEL ROBB
ROGER DALE CROWE
William H. Palmer III
Vincent Manuel Kvarna
Blake Anthony Rodriguez
Alexandra Johnson
Edward Woo
MITCHELL CARTER LAUGHTON
ARYN PATRICE SANDS
Clayton John Holthaus
Antonio Vynn Arellanes
RYAN PATRICK MACK
Griffin Michael Kirsch
Teddy Bakhos
Antonio Guy Maillaro
Jesse Dean Abshire
Michael Keston Affinito
Michael C Barcia
Thomas Elroy Barcia

Within 50 miles of Patton Village, CA, Best Investors lists 65 registered investment advisory firms with 120 offices nearby, managing about $8.11T in combined regulatory AUM across 1,110,429 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 Patton Village

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B 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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM