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Best financial advisors in Quincy, CA

Registered advisers within 25 miles of Quincy, CA.

Offices
4
Firms
3
Combined AUM
$1.17T
Firm-wide filings, not assets booked only here
Clients
97.6K
97,566 clients when Item 5C has a number
Avg / client
$11.9M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Investors

RICHARD KEITH STOCKTON
Kris Kurpjuweit
Barbara Ann Hunter
Aaron Lohn
DAVID WALKER CULP

Within 25 miles of Quincy, CA, Best Investors lists 3 registered investment advisory firms with 4 offices nearby, managing about $1.17T in combined regulatory AUM across 97,566 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 Quincy

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

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 3 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM