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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

BRIGHTPATH WEALTH PLANNING, LLC
LPL FINANCIAL LLC
CENTAURUS FINANCIAL, INC.
CITIGROUP GLOBAL MARKETS INC.
WELLS FARGO CLEARING SERVICES, LLC
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
FMB RETIREMENT SERVICES
FMB WEALTH MANAGEMENT
SUMMIT WEALTH MANAGEMENT GROUP, INC.
STRATEGIC ADVISERS LLC
EQUITABLE ADVISORS, LLC
EDWARD JONES
TOTAL WEALTH SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

ROBERT WESSLEY NAPP
PETER PAUL KOZAK
COLIN ROBERT KILPATRICK
MIKE ROBERT KILPATRICK
Stepan Ghukasyan
NAVA GOLDENBERG SPIVAK
Jeffrey Angel Gonzalez
JOHN ERIC MAQUAR
Michael Kent
Cooper Pullin
KAY LYNNE MAREK BOWERS
BRIAN AMIRIAN
ALI AREF
AIMEE MARIA FLOREA
Andrew Jakob Miller
JAKE L BERMAN
DAVID RAY HOWERTON
DEBRA ANNETTE FIELDS
GRANT E BLINDBURY
JEREMY JAMES FIELDS
Brandon Michael Berges
DANIEL LAURENCE MOCK
ALAN DAVID LITVAK
NEIL JAMES WESTERMAN
GERALD JOSEPH ZINS
KAREN LESLIE JONES
CHRISTINA Faye ZINS
DIEGO DANIEL IBARRA
OWEN WILDERMUTH
ALEXANDER TATE
RYAN DE SILVA
DAVID B. SPRAFKA
SUREN TONOYAN
ERIKA ANNE ESTANISLAO DIZON
NANCY CHAPPELL
SAIRA A. MARTINEZ GONZALEZ
ENA GILLIN
CHINH SHAN LAI
MICHAEL RON JOHNSON
TREVOR O'SHAUGHNESSY
GEOFFREY DEITRICK
SAIT A SARACI
OSCAR RODRIGUEZ
KEVIN CVITANOV
PATTY FRANKLIN
NATHAN SAKUMA
RYAN BARTLEY
ANDREW SCOTT COOMES
ZHASMINA BAEVA
BRANDON C. FLEMING
CODY MATHIS
GARRET STANLEY
JAMES ZGLINIEC
Jae E Lee
Giovani Trinidad
OGANES JOHN GAMBARIAN
KENDYL LYNN ROUNDTREE
Joy Christine Brannan
BRANDON M BERMAN
Keith Gray
Nicholas Giannakopoulos
Joseph Jordan Migdol
JACOB MAURICE FERRY
Ivan Tokarev
Jon Raymond Dahlstrum

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