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Best financial advisors in Rancho Cordova, CA

Registered advisers within 25 miles of Rancho Cordova, CA.

Offices
746
Firms
255
Combined AUM
$19.0T
Firm-wide filings, not assets booked only here
Clients
3.07M
3,072,172 clients when Item 5C has a number
Avg / client
$6.20M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
ECKEL FINANCIAL ADVISORS
MARK GILLAM ENTERPRISES
CETERA INVESTMENT ADVISERS LLC
PFS INVESTMENTS INC.
OSAIC WEALTH, INC.
INDEPENDENT FINANCIAL GROUP, LLC

Investors

Alec Arthur Prinze
Kathleen Diane Toschi
Matt M Tinker
BABITA VIJAY SAMTANI
THOMAS CAMERON WRAY WOOLLEY
ROBERT JAMES ROTH
SVATAVA H PEARCE
Julie Anne Granja
Brian Casper
Harry O Webb
KULVINDER K RAI
CHARLOTTE RUTH RUSSELL
DOUGLAS ARLEN CRUMLEY
Michael James Hagerty
Benjamin Ray Bolton
Michael P Levitt
FRANK DINO CANTONE
MARK GERALD GILLAM
Jason Fass
ANDREW COREY FASS
Allan F Cady
Jose Roberto Huizar
ZACKARY MICHAEL LARDIE
WILLIAM JOHN CERING
ANTHONY GEORGE WILSON
BRADFORD GRANT RASOR
MICHAEL PATRICK NELAN
Kirk Matthew Camunez
JAMES EDWARD DILLON
BRYAN JAY WERTZER
STEVEN ROY SUTLEY
LISA RENE YOST
Jack George

Within 25 miles of Rancho Cordova, CA, Best Investors lists 255 registered investment advisory firms with 746 offices nearby, managing about $19.0T in combined regulatory AUM across 3,072,172 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 Rancho Cordova

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

1 T. ROWE PRICE ASSOCIATES, INC. 83 clients · 235 advisers $2.20T 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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 7 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM