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Best financial advisors in Preuss, CA

Registered advisers within 25 miles of Preuss, CA.

Offices
2,663
Firms
1,166
Combined AUM
$27.4T
Firm-wide filings, not assets booked only here
Clients
3.51M
3,511,171 clients when Item 5C has a number
Avg / client
$7.80M
Combined AUM ÷ clients

Nearby offices

Firms

TORREY-PAYNE WEALTH MANAGEMENT
U.S. BANCORP ADVISORS, LLC
CAPITAL RESEARCH & CONSULTING LLC
ARROYO INVESTMENT GROUP, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
FIRST CITIZENS INVESTOR SERVICES, INC.
TAYLOR WEALTH MANAGEMENT, LLC
CWM, LLC
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
PARAGON FINANCIAL PARTNERS
CITIGROUP GLOBAL MARKETS INC.
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
THREE-SIXTY HEALTH VENTURE PARTNERS, LLC
FELICITAS GLOBAL PARTNERS, LLC

Investors

Jason Torrey-Payne
Darlene Flores Swatik
MICHAEL DEAN HANEY
Gabrielle Kristina Stapleton
JOHN PATRICK ODELL
STEVEN KARL GISSINER
Daniel Blackwell Watson
Madeline McGrath Odell
Phillip Gene Wildes
Stephanie Avea Hagan
LISA VERONICA TADDEO
Serge Melkizian
CHERYL HOM
MARIO WOIZESCHKE
Deanna W Yu
PRITI JAY MORA
James Jeffrey Lugo
GIANLUCA PACI
Brett Lindeman
Ricardo Escobosa
APRIL MICHIKO ZEE
Adam Pyle
LEE VANN ERBY
Michael Anthony Lange
MARY SHAWKY GHOBRY
Patrick Daniel Skovran
ART SALDIVAR
NEGIN BANAEI
MOUNIR MORCOS SAID
DOUGLAS EDWARD TAYLOR
SEAN CHRISTOPHER WALKER
JOAN KELLEY HOLMES
MARCELO DANIEL BERNARDO
MAGDALENA JUSTYNA GEORGOPOULOS
SOBHNA MAAN MAGANA
CESAR FRANCO
ANDREA MARIE VIEN
ARTHUR CHUNG HSIEH
EVAN FLOYD SHORTEN
ELEAN MANUEL MENDOZA
Jin Mun Low
TSZ KWAN LAU
Ralph Seifer
RONALD JOSEPH MARTINEZ
THOMAS J Y LIN
HOKON BRIAN YUN
RICARDO EIJI HIGUCHI
Daniel T. Devonald

Within 25 miles of Preuss, CA, Best Investors lists 1,166 registered investment advisory firms with 2,663 offices nearby, managing about $27.4T in combined regulatory AUM across 3,511,171 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 Preuss

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 CAPITAL RESEARCH AND MANAGEMENT COMPANY 134 clients $3.75T AUM 2 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 3 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 CAPTRUST 963 advisers $1.24T AUM 6 DIMENSIONAL FUND ADVISORS LP 3 clients · 269 advisers $1.02T AUM 7 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 8 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM