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Best financial advisors in Pine Grove, CA

Registered advisers within 25 miles of Pine Grove, CA.

Offices
36
Firms
20
Combined AUM
$3.91T
Firm-wide filings, not assets booked only here
Clients
830K
830,303 clients when Item 5C has a number
Avg / client
$4.70M
Combined AUM ÷ clients

Nearby offices

Firms

APS INVESTMENT MANAGEMENT GROUP
BROOKSTONE CAPITAL MANAGEMENT LLC
EDWARD JONES
WEALTHCARE ASSET MANAGEMENT, LLC
WELLS FARGO CLEARING SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
DESERT ROSE CAPITAL MANAGEMENT, INC.
CETERA INVESTMENT ADVISERS LLC
COMMONWEALTH FINANCIAL NETWORK
EAGLE STRATEGIES LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
PRINCIPAL SECURITIES, INC.

Investors

RYAN FREDERICK SHORTRIDGE
KEVIN ZACHARY KRAFT
WILLIAM MARK PETERSON
Joshua Aubrey Knittel
RONALD ANTHONY ROBERTS
Danelle Ruth Dix
GILBERT VALTIERRA
CHANDRA LEANN USELTON
Timothy M Knittel
Drew M. McCurdy
Brian Vincent Fox
SABRINA ISABELLA JULIAN
John Krutsinger
Jaime Jennifer Dowell
Randall Jon Ehle
Carrin L Blyth
Athena Webster
ALEXANDER BRUCE DICKSON
GARRETT DANIEL SANDERS
STEVEN CRAIG HAYWARD
Mauricio Cisneros
Timothy Scott Oskey
Ian Gookin
Sarah L Oskey
Christie Benet Johnson
MATT ALLEN ERICKSON

Within 25 miles of Pine Grove, CA, Best Investors lists 20 registered investment advisory firms with 36 offices nearby, managing about $3.91T in combined regulatory AUM across 830,303 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 Pine Grove

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

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 7 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 8 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM