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Best financial advisors in Raymond, CA

Registered advisers within 25 miles of Raymond, CA.

Offices
12
Firms
9
Combined AUM
$5.11T
Firm-wide filings, not assets booked only here
Clients
792K
792,193 clients when Item 5C has a number
Avg / client
$6.45M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
SIERRA ASSET MANAGEMENT
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
YOSEMITE WEALTH
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

Andrew Scott Ketchum
DONALD ANTHONY DEBERNARDI
JEFF DEWAYNE SINGLETON
Daniel S. Gianopulos
Travis Trettin
FRANK MILLER STAVES
SHAWNA MARIE PETRUSHKIN
Nicholas Torres
James E Strutt
Bianca Barrette
TIMOTHY LAWRENCE WELCH
ARTHUR BURTON VELASCO
Michael Jerol Holiday

Within 25 miles of Raymond, CA, Best Investors lists 9 registered investment advisory firms with 12 offices nearby, managing about $5.11T in combined regulatory AUM across 792,193 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 Raymond

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

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 8 SIERRA ASSET MANAGEMENT 1 advisers $462M AUM