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Best financial advisors in Plymouth, CA

Registered advisers within 25 miles of Plymouth, CA.

Offices
234
Firms
94
Combined AUM
$11.4T
Firm-wide filings, not assets booked only here
Clients
1.66M
1,659,242 clients when Item 5C has a number
Avg / client
$6.84M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
WEALTHCARE ASSET MANAGEMENT, LLC
APS INVESTMENT MANAGEMENT GROUP
BROOKSTONE CAPITAL MANAGEMENT LLC
FAULKNER FINANCIAL PLANNING, LLC
OSAIC WEALTH, INC.
STATHEROS FINANCIAL SOLUTIONS, INC.
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
LANE FLORENCE, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
WELLS FARGO CLEARING SERVICES, LLC

Investors

Joshua Aubrey Knittel
Timothy M Knittel
CHANDRA LEANN USELTON
Danelle Ruth Dix
RONALD ANTHONY ROBERTS
RYAN FREDERICK SHORTRIDGE
KEVIN ZACHARY KRAFT
WILLIAM MARK PETERSON
Jeffrey Allan Wood
Joshua Fournier
KATHLEEN MARIE FAULKNER
JAMES DANIEL SNEAD
CORBIN JAMES WEATHERBY
NATHAN TUTTLE
RUSSELL ALAN BEAL
JOHN TAYLOR
JACOB RICHARD PARSONS
KELLY L ROEMERS
GREGORY ALLEN PETERSON
MICHAEL LYLE ROBERTS
BRYAN DANIEL GUTIERREZ
EMILIE Christine ANDRES
DANIEL CHARLES GUTIERREZ
DOUGLAS HARRY DAVEY
Justin S Waisner
Caleb Hilliker
Trevor S Parsons
ANA ILDA RAMIREZ
STEPHEN DEAN ERICKSON
BRIAN SCOTT OLMSTEAD
RONALD WILLIAM MAMMEN
JULIENNE BUXTON
BENJAMIN ROBERT YOUNG
LACEY MICHELE YOUNG
ANTONIO JACOB DIMATTEO
David Robert Stoddard
Maximilian C Callaghan
JOHN DALE LANE
ALBERT SONGNAM HUYNH
William Raymond Maynard

Within 25 miles of Plymouth, CA, Best Investors lists 94 registered investment advisory firms with 234 offices nearby, managing about $11.4T in combined regulatory AUM across 1,659,242 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 Plymouth

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 CAPTRUST 963 advisers $1.24T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM