Best Investors Account Sign in

Best financial advisors in Placerville, CA

Registered advisers within 25 miles of Placerville, CA.

Offices
320
Firms
150
Combined AUM
$15.2T
Firm-wide filings, not assets booked only here
Clients
2.07M
2,072,590 clients when Item 5C has a number
Avg / client
$7.33M
Combined AUM ÷ clients

Nearby offices

Firms

FAULKNER FINANCIAL PLANNING, LLC
MP3 FINANCE LLC
EDWARD JONES
5 TALENTS ADVISORS, INC
J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
SDMI INSURANCE AND FINANCIAL SERVICES
AMERIPRISE FINANCIAL SERVICES, LLC
U.S. BANCORP ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
ALADINO FINANCIAL SERVICES, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
OSAIC WEALTH, INC.

Investors

KATHLEEN MARIE FAULKNER
Matthew Allen Pederson
Michael Francis Steinbach
William Raymond Maynard
GENE AUSTIN TABB
Jayson Hans Jay
Sam Azzam Fakhoury
REBECCA MICHELLE HORRELL
Michael Edward Lund
Michael Pettit
Jay F Rizk
JEFFREY ARTHUR RINGHOLM
AARON PAUL KARR
William E Dean
Michelle Manning Fruit
Joshua Ryan Myer
Chris Michael Thompson
Daniel Ernest Needler
JEREMY WILLIAM BARKHURST
TRISTA HOPE CLICK
SHARI MERLE
STEPHEN ERIC MERLE
Christopher Julian Bell
JAMES ALADINO PARENTI
Nicholas M Pulido
SAMUEL HURST HOPPE
CHRISTOPHER LEE COTTRELL
STEPHEN SWARBRICK

Within 25 miles of Placerville, CA, Best Investors lists 150 registered investment advisory firms with 320 offices nearby, managing about $15.2T in combined regulatory AUM across 2,072,590 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 Placerville

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