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Best financial advisors in Rescue, CA

Registered advisers within 25 miles of Rescue, CA.

Offices
537
Firms
201
Combined AUM
$16.2T
Firm-wide filings, not assets booked only here
Clients
3.05M
3,052,979 clients when Item 5C has a number
Avg / client
$5.31M
Combined AUM ÷ clients

Nearby offices

Firms

MP3 FINANCE LLC
WELLS FARGO CLEARING SERVICES, LLC
LANE FLORENCE, LLC
LPL FINANCIAL LLC
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
J.P. MORGAN SECURITIES LLC
SDMI INSURANCE AND FINANCIAL SERVICES
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC WEALTH, INC.
FAULKNER FINANCIAL PLANNING, LLC
5 TALENTS ADVISORS, INC
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

Matthew Allen Pederson
ALBERT SONGNAM HUYNH
BENJAMIN ROBERT YOUNG
LACEY MICHELE YOUNG
ANTONIO JACOB DIMATTEO
David Robert Stoddard
Maximilian C Callaghan
JOHN DALE LANE
William Raymond Maynard
Sam Azzam Fakhoury
REBECCA MICHELLE HORRELL
JAMES DANIEL SNEAD
CORBIN JAMES WEATHERBY
NATHAN TUTTLE
RUSSELL ALAN BEAL
JOHN TAYLOR
KATHLEEN MARIE FAULKNER
Jeffrey Allan Wood
Joshua Fournier
GENE AUSTIN TABB
Jayson Hans Jay
Michael Pettit
Jay F Rizk
JEFFREY ARTHUR RINGHOLM
AARON PAUL KARR
Michael Edward Lund
TRISTA HOPE CLICK
Joshua Ryan Myer

Within 25 miles of Rescue, CA, Best Investors lists 201 registered investment advisory firms with 537 offices nearby, managing about $16.2T in combined regulatory AUM across 3,052,979 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 Rescue

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