Best Investors Account Sign in

Best financial advisors in Rail Rd Flat, CA

Registered advisers within 25 miles of Rail Rd Flat, CA.

Offices
25
Firms
13
Combined AUM
$3.02T
Firm-wide filings, not assets booked only here
Clients
289K
288,858 clients when Item 5C has a number
Avg / client
$10.5M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC

Investors

Jordan Roy Sergent
Rebekah Garvin Mackenzie
David Roberto Cazares
Jessica Lynn Leveroos
CONNIE LEIGH FERRELL
Jerimie Joseph Zamora

Within 25 miles of Rail Rd Flat, CA, Best Investors lists 13 registered investment advisory firms with 25 offices nearby, managing about $3.02T in combined regulatory AUM across 288,858 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 Rail Rd Flat

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 6 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 7 UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER 483 clients · 380 advisers $12.8B AUM 8 BROOKSTONE CAPITAL MANAGEMENT LLC 35 clients · 334 advisers $12.8B AUM