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Best financial advisors in Prunedale, CA

Registered advisers within 25 miles of Prunedale, CA.

Offices
179
Firms
82
Combined AUM
$12.4T
Firm-wide filings, not assets booked only here
Clients
2.52M
2,520,394 clients when Item 5C has a number
Avg / client
$4.92M
Combined AUM ÷ clients

Nearby offices

Firms

WELLS FARGO CLEARING SERVICES, LLC
PFS INVESTMENTS INC.
AMERIPRISE FINANCIAL SERVICES, LLC
HASTIE FINANCIAL GROUP
COMMONWEALTH FINANCIAL NETWORK
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J.P. MORGAN SECURITIES LLC
ON INVESTMENT MANAGEMENT CO
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
MORGAN STANLEY

Investors

IVAN SOMMADOSI WILTON
MARY KATHERYN MYLES
DAVID FRANCIS JENKINS
Matthew Gregory Salyer
JOHNNY DANIEL CASTANEDA
DUANE ARLEN NACK
LARRY DAVID NELSON
Ryan Matthew Hastie
WILLIAM JOSEPH HASTIE
Juan Pablo Aldama
JUAN ANTONIO MARANON
Carlos A. Fullen
GONZALO BRAVO
AGHAHOWA ANTHONY IGBINOVIA
JOSE ANTONIO CERDA
RAUL FIGUEROA
FRED FRANCISCO SPRINZ
TODD ARTHUR KNAPP
SERVANDO REY ZAGAL
DENI LYNN PATTON
Joseph Edward Stretch
Andrew MacQuarrie
SHERI LEE DAVIDSON
HENRY JAMES FRANSCIONI
MICHAEL TODD SMITH
ROSEMARY ANN MANRAO
JOSEPH TIMOTHY IRWIN
DAVID DONNELLAN REYNOLDS
NICOLE H LEFFINGWELL
Charles Henry Leupold
JOSHUA JAMES IRWIN
JOSHUA ERIC BENNETT
DOUGLAS ALAN GUTSHALL
Ericka Gutshall
MATTHEW RING
THOMAS BAIR
Thomas Gutshall
Walter Retzlaff
STEVEN WILLIAM EMERSON
GABRIEL FAUNCE
JOSE ANTONIO LIMONES

Within 25 miles of Prunedale, CA, Best Investors lists 82 registered investment advisory firms with 179 offices nearby, managing about $12.4T in combined regulatory AUM across 2,520,394 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 Prunedale

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM