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Best financial advisors in Ragged Point, CA

Registered advisers within 25 miles of Ragged Point, CA.

Offices
3
Firms
3
Combined AUM
$1.28T
Firm-wide filings, not assets booked only here
Clients
52.8K
52,800 clients when Item 5C has a number
Avg / client
$24.2M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
MUTUAL ADVISORS, LLC
CETERA INVESTMENT ADVISERS LLC

Investors

Jonathan E Mumper
Sandy Cha
ANDREW LAWRENCE ZINN
WILLIAM HAROLD SERRITSLEV

Within 25 miles of Ragged Point, CA, Best Investors lists 3 registered investment advisory firms with 3 offices nearby, managing about $1.28T in combined regulatory AUM across 52,800 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 Ragged Point

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 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 3 MUTUAL ADVISORS, LLC 30 clients · 159 advisers $8.55B AUM