Best Investors Account Sign in

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

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC WEALTH, INC.
WELLS FARGO CLEARING SERVICES, LLC
LANE FLORENCE, LLC
LPL FINANCIAL LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CASTELLAN FINANCIAL ADVISORS
STIFEL, NICOLAUS & COMPANY, INCORPORATED
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
INNOVATIVE FINANCIAL ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
APELLA WEALTH

Investors

Jeffrey Allan Wood
Joshua Fournier
JAMES DANIEL SNEAD
CORBIN JAMES WEATHERBY
NATHAN TUTTLE
RUSSELL ALAN BEAL
JOHN TAYLOR
ALBERT SONGNAM HUYNH
BENJAMIN ROBERT YOUNG
LACEY MICHELE YOUNG
ANTONIO JACOB DIMATTEO
David Robert Stoddard
Maximilian C Callaghan
JOHN DALE LANE
WALTER ANTHONY ROMATOWSKI
GREGORY EUGENE GRIFFIN
DANNY LEE STOCKTON
Mandie VanBuren
Kenneth Aquino
MANSOOR ALI SAQI
JEREMY VINCENTE LOPEZ
BRIAN DAVID BRECKENRIDGE
Sean Lockwood
MICHAEL ANTHONY CORBELLA
PATRICK DIFUNTORUM
DAREN CHRISTIAN ANDERSON
Rachel Katherine Kenney
Gene Mason Lovett III
Nataliya Kalinyuk
JEAN TAK YAMAMOTO
KEVIN M YOUNG

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