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Best financial advisors in Penngrove, CA

Registered advisers within 25 miles of Penngrove, CA.

Offices
399
Firms
175
Combined AUM
$13.6T
Firm-wide filings, not assets booked only here
Clients
2.95M
2,950,948 clients when Item 5C has a number
Avg / client
$4.61M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
INTEGRITY ADVISORY SOLUTIONS
SOVRAN ADVISORS, LLC
BREEN WEALTH MANAGEMENT, LLC
COMPASS WEALTH ADVISORS
BCO VENTURE FUND I GP, LLC
PERIGON WEALTH MANAGEMENT, LLC
NORTH BAY WEALTH MANAGEMENT
DOBSON ASSET MANAGEMENT
EDWARD JONES

Investors

Cecilia Ivette Licon
ANTHONY CHARLES MAESTRI
Alicia Marquez
KENDRA STUBER COCHRAN
Leah Marie Ponce de Leon
CONVEASNA OUCH
REBEKAH ANN SHAPIRO GONZALEZ
GARY KENNETH SMITH
Miranda Marie Pringle-Dressler
Bridget Hannigan Mackay
Risa Shaye Scott-Smith
Dawn-Dyanna Dhyanna
Russell Boyce Albright
BRIAN JEFFERY BREEN
Andrew Alexander Davainis
ANTHONY MICHAEL BORBA JR
JOHN CHRISTIAN CORT
Matthew Tyler Torkelson
BRYCE RYAN BROWN
JASON ALLEN MEINERDING
MICHAEL AVERY
Jeremiah Jonathan Anzelc
PETER MICHAEL TENNYSON
Samuel Riley Dobson
CHRISTOPHER MARTIN DOBSON
Ashley L Loza
John Moller
Michelle Daphne Moller

Within 25 miles of Penngrove, CA, Best Investors lists 175 registered investment advisory firms with 399 offices nearby, managing about $13.6T in combined regulatory AUM across 2,950,948 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 Penngrove

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM