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Best financial advisors in Pope Valley, CA

Registered advisers within 25 miles of Pope Valley, CA.

Offices
74
Firms
38
Combined AUM
$8.84T
Firm-wide filings, not assets booked only here
Clients
1.25M
1,247,054 clients when Item 5C has a number
Avg / client
$7.09M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
RBO & CO, LLC
COOPER MCMANUS
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J.P. MORGAN SECURITIES LLC
EAGLE STRATEGIES LLC
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
SCOTT & ASSOCIATES INVESTMENT ADVISORY SERVICES
ILLUMINATE VENTURES
ONE CAPITAL MANAGEMENT, LLC
VALLEY OAK MANAGER LLC
EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
JANIAN INVESTMENT ADVISERS, LLC
TREK FINANCIAL

Investors

JEANETTE L SQUIRE
VALERIE CYNTHIA KREBS
MELVYN LEROY VARRELMAN
DOUGLAS JAMES MAZZUCCO
MICHAEL CHRISTOPHER CHAMPION
Charles T. Webster
Erin E Burke
Andrew Laddaran
DANIELLE MARIE NIDEROST
Stacy Ann Wells
PATRICK DOUGLAS SCOTT
BENJAMIN RUSSELL GARVIN
Kelly Mills
Robert Vincent Duffield
DANIEL THOMAS PRIBBLE
CONVEASNA OUCH
Christopher Severson
JAMES W HAGUE
DENIS RICHARD WHEATLEY
Kim Irene Murphy
Christopher James South
ROBERT B TRENT
Oliver Trent
ANTHEA VICTORIA CAROLINE MAYBURY

Within 25 miles of Pope Valley, CA, Best Investors lists 38 registered investment advisory firms with 74 offices nearby, managing about $8.84T in combined regulatory AUM across 1,247,054 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 Pope Valley

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM