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Best financial advisors in Piru, CA

Registered advisers within 25 miles of Piru, CA.

Offices
645
Firms
249
Combined AUM
$15.4T
Firm-wide filings, not assets booked only here
Clients
3.00M
3,003,953 clients when Item 5C has a number
Avg / client
$5.13M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
EDWARD JONES
COPPELL ADVISORY SOLUTIONS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
ENCOMPASS MORE ASSET MANAGEMENT LLC
PFS INVESTMENTS INC.
SOCAL PLANNERS, INC
EAGLE WEALTH MANAGEMENT GROUP INC.
OSAIC WEALTH, INC.
PROSPERITAS FINANCIAL, LLC

Investors

TIM ROBERT SHIELD
Kyle Garrett Wilson
JASMINE ALICEA
DANIEL WALTER DONIHUE
Kathryn Dunn Lynch
LAWRENCE EWING STEVENSON
Jimmy Maldonado
Leticia Castillo Meza-Guerrero
PHILLIP LAU
CHARLES J HAHN
ISMAEL MARTINEZ NAVARRO
Jonathon Hollins
MITCHELL MARK PERARA
DEREK ANGELO BUTLER
RYAN JUSTIN MCKELL
ENRIQUE ALEJANDRO BORJA
WANCHIRA DISYABOOT
Heather Christine D'Angelo
Samuel P Andress
SUZANNE BECKLER TWEDDELL
JONELLE ALTHEA GONSALVES
DERRICK DYRONE KIMBROUGH
CHRISTOPHER DARIN MUNCHHOF
DOUGLAS RAY EAGLE
JORDAN DOUGLAS EAGLE
JARED PAUL AUDETTE
SHANE PATRICK SNIVELY
KIRK GREGORY BAKER
Clark Patrick Neel
Steven R. Graham
Allen Glenn Solis
Esteban Lucero Gonzalez
Nicholas Bernard Green
Katherine Cooper

Within 25 miles of Piru, CA, Best Investors lists 249 registered investment advisory firms with 645 offices nearby, managing about $15.4T in combined regulatory AUM across 3,003,953 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 Piru

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