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Best financial advisors in Phillips Rnch, CA

Registered advisers within 25 miles of Phillips Rnch, CA.

Offices
1,464
Firms
427
Combined AUM
$16.8T
Firm-wide filings, not assets booked only here
Clients
3.11M
3,105,175 clients when Item 5C has a number
Avg / client
$5.41M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
RETIREMENTADVICE | JKA
CETERA INVESTMENT ADVISERS LLC
CREATIVEONE SECURITIES, LLC
COMMONWEALTH FINANCIAL NETWORK
OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO CLEARING SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
U.S. BANCORP ADVISORS, LLC
RAI WEALTH MANAGEMENT
VALLEY WEALTH STRATEGIES, LLC
J.P. MORGAN SECURITIES LLC

Investors

CHAD ERIC LEON
Kyle Davis
Joseph Daniel Ramirez
JACK BRUNSON KEETER
ERIC S DOMINGUES
MICHAEL CLAYTON NELSON
PETER JOHN O'BRIEN
ROBERT JOSEPH ROJANO
Trenton Hinely
BRADLEY SCOTT SHAMMAS
Vince Joshua Festejo
Rosalie Wagner Morris
KAM W. HO
PETER WEI WANG
KANG-NING HWANG
CRAIG SCOTT FEIN
Alvaro Valverde
RICARDO HERNAN MEDINA
Sean David Clark
William Lawrence Faith
Brian Hernandez
Michael Cameron McLean
Angel Mendez
JAMES PATRICK RIPLEY
TERRI GRASSI
CHERIE CHIH CHUN WANG
NATASHA ZANDRA PIROZKO
Habib Habibi
Mohamed Aboulwafa
Sean T. Wong
Peggy W Neal
Lea dela Cruz Wada
Theodore C Diaz
ARMOND LAMAR HERNDON

Within 25 miles of Phillips Rnch, CA, Best Investors lists 427 registered investment advisory firms with 1,464 offices nearby, managing about $16.8T in combined regulatory AUM across 3,105,175 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 Phillips Rnch

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