Best Investors Account Sign in

Best financial advisors in Rancho Murieta, CA

Registered advisers within 25 miles of Rancho Murieta, CA.

Offices
708
Firms
243
Combined AUM
$16.8T
Firm-wide filings, not assets booked only here
Clients
3.07M
3,071,685 clients when Item 5C has a number
Avg / client
$5.48M
Combined AUM ÷ clients

Nearby offices

Firms

STATHEROS FINANCIAL SOLUTIONS, INC.
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
STITES FINANCIAL CONSULTING
J.P. MORGAN SECURITIES LLC
ROSSI FINANCIAL GROUP
JOINER FINANCIAL, LLC
RBC CAPITAL MARKETS, LLC
ARROWROOT FAMILY OFFICE, LLC
LIFEWORKS ADVISORS, LLC
CONTINUUM FINANCIAL PARTNERS, LLC
BRIDGEVIEW CAPITAL ADVISORS, INC.
GOLDENSTONE WEALTH MANAGEMENT
THRIVE FINANCIAL PLANNING
BELLWETHER CAPITAL MANAGEMENT LLC
LARSEN WEALTH MANAGEMENT
MORGAN STANLEY

Investors

JACOB RICHARD PARSONS
KELLY L ROEMERS
GREGORY ALLEN PETERSON
MICHAEL LYLE ROBERTS
BRYAN DANIEL GUTIERREZ
EMILIE Christine ANDRES
DANIEL CHARLES GUTIERREZ
DOUGLAS HARRY DAVEY
Justin S Waisner
Caleb Hilliker
Trevor S Parsons
ANA ILDA RAMIREZ
STEPHEN DEAN ERICKSON
BRIAN SCOTT OLMSTEAD
RONALD WILLIAM MAMMEN
JULIENNE BUXTON
Kevin Andrew Stites
SHAWN DAVID STITES
SUKHPREET SINGH SANGHA
Jon P Champney
PAUL RICHARD ROSSI
DAVID LAWRENCE JOINER
DAVID LENN DERUELLE
Cassandra Heald
CARLA JEAN VOCATURA
JOHN JACOB ZEZINI
MICHAEL MURRAY KNITTEL
Eric Christopher Restrepo
CHRISTOPHER MARK TORCHIANA
DAVID NOBLE WALDROP
Ashley Caitlin Hamman
SANJAY BALMUKAND VARSHNEY
ANDRES RENE VILLEGAS
SCOTT MICHAEL DRAPER
VICTOR K LAI
JULIA KATHERINE EARLE
KAYLE ERIK LARSEN
MICHAEL BRIAN HASKINS
William Dalton Henley
ERIKA L. DAVIS
MELIAH LYNN BIRD
Julia E Dunnigan
Kenneth Robert McCready
Jacob R Martinez
Liana Hovhannisyan
RUSSELL JOSEPH MARTINEZ
MARY ELIZABETH CAULDER
JOE GENE SCHMITT
JULIE ANN OVERTON
JUSTIN WESLEY SOUTER
RONALD WILLIAM TOLLE
JAMES HOLMES DUGAN
ANDREW THOMAS DUNNIGAN
ANTHONY WARREN NYE
CATHERINE BELLE DICKIE
Pang Houa Lee Wong
Angelica M Morgan
CATHERINE MARCIA JOHNSON
MARK STEVEN MORGAN
DONNA J MCCUSKER
JEFFREY SHANE ECKLUND
JOANNE ELAINE NUGUIT
Tram T Bennette
James Robert Kline
MARK EDWARD HOAGLIN
Nyisha Patrice Bell

Within 25 miles of Rancho Murieta, CA, Best Investors lists 243 registered investment advisory firms with 708 offices nearby, managing about $16.8T in combined regulatory AUM across 3,071,685 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 Murieta

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

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM