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Best financial advisors in Rncho Cordova, CA

Registered advisers within 25 miles of Rncho Cordova, CA.

Offices
732
Firms
251
Combined AUM
$16.8T
Firm-wide filings, not assets booked only here
Clients
3.07M
3,071,706 clients when Item 5C has a number
Avg / client
$5.48M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
THREADLINE WEALTH
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
VOSKA WEALTH
ALLSTATE FINANCIAL ADVISORS, LLC
PFS INVESTMENTS INC.
REHOBOTH FINANCIAL PLANNING, INC.
CETERA INVESTMENT ADVISERS LLC
J.P. MORGAN SECURITIES LLC
TRANSAMERICA FINANCIAL ADVISORS, LLC
ALPHA RETIREMENT WEALTH, LLC
THREE OAKS WEALTH
ZELLER KERN BUSINESS ADVISORS
NEWEDGE ADVISORS
EQUITABLE ADVISORS, LLC
INDEPENDENT FINANCIAL GROUP, LLC

Investors

DRU ALEXANDER TORVEND
Jason Vesely
DENISE MARIE LARSEN
BRUCE C WOODBURY
JOHN THOMAS DAVIS
ROBERT JAMES BAGGETT
JOSEPH VOSKA
JONATHAN JOEL SCHEDLER
ROBERT LEE VAUGHN
GIOGENES DEL ROSARIO ANTOLIN
MELVIN EARL WHITLOCK
SHANE LEE HOLDEN
Bereket Mesfin Kelile
CHERI Y MORILLAS
Ryan Fisher
Jeremias Deo-Villagran
EDGARD LAGUNA
BETH ANN DOEHLER
LEE ALAN ROSENBLUM
MATTHEW SYDNEY CURTIS
GRANT STEPHEN BLEDSOE
SEAN PATRICK VILLANUEVA BARTER
Bethany Diane Ely
LAUREN M WILLIAMS
TREVOR KENNETH KERN
STEVEN EDWARD ZELLER
PATRICK JOHN MCLAUGHLIN
SCOTT RYLAND MACHEN
EDMARDO JOSEPH TOMEI

Within 25 miles of Rncho Cordova, CA, Best Investors lists 251 registered investment advisory firms with 732 offices nearby, managing about $16.8T in combined regulatory AUM across 3,071,706 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 Rncho Cordova

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