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Best financial advisors in Rocklin, CA

Registered advisers within 25 miles of Rocklin, CA.

Offices
720
Firms
258
Combined AUM
$17.2T
Firm-wide filings, not assets booked only here
Clients
4.94M
4,937,201 clients when Item 5C has a number
Avg / client
$3.48M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
KOLB WEALTH MANAGEMENT, LLC
EDWARD JONES
GROWTH FACTORY VENTURES, LLC
ROSEMAN WAGNER WEALTH MANAGEMENT
LPL FINANCIAL LLC
TIDWELL WEALTH MANAGEMENT LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CREATIVEONE WEALTH, LLC
PPA CO-LIVING FUND I, LLC
PRIVATE ADVISOR GROUP, LLC
J.P. MORGAN SECURITIES LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STRATEGIC ADVISERS LLC
CHARLES SCHWAB & CO., INC.
THRIVENT INVESTMENT MANAGEMENT INC.

Investors

DAVID JAMES HARTMAN
ROBERT STEVEN KOLB
Braden Ralph Kolb
Peter Cameron McDonald
Jeffrey Warren Sinclair
AARON JOHN WAGNER
Michael Adam Di Dio
SCOTT PATRICK ROSEMAN
Sara M. Wise
NICOLAS ROBERT DELYON
IVAN JAY TIDWELL
KEVIN THOMAS WELLS
MICHAEL THOMAS WELLS
GABRIEL DAVID RODRIGUEZ
JASON LEE LAYLAND
Kari Dee Allen
JAMES DEAN KERSEY
JEFFREY A SCHNOEBELEN
STEVEN FREDERICK RAU
NICHOLAS RAFAT ALAFRANJI
MICHAEL WILLIAM MCCREARY
NICHOL JO NADEAU
Todd Wynn DeKellis
BRIANA WENTWORTH
DAVID OBERLAND KLUENKER
MICHAEL OROSZI
KAI SONOYAMA
RICHARD LEE SHAUM
BRYAN BROWN
SAMUEL OVERLY
BRANDON FAHL
LOGAN LYLE FACKRELL
RUSSELL GREEN
BRANDON BOLLENGIER
ALBERTO VERDI
AARON C. FRY
MICHAEL S. RUSSELL
KYLE KELLY
DALLAS R. WATSON
AARON JACOB DIRINGER
RICHARD SCOTT LEVIN
PERLA ELIZABETH VALLADARES HERNANDEZ
JOHN JOSEPH VETH
EDGAR GRANADOS
GREGORY LELAND ZANE
JAMES R ARNOLD
JOSE ANDRES DELGADO
Radu Nicolaevich Prisakar
Adam S Benedict
JAYALALITHA RAMAMURTHY
Matthew Hamilton
Gavin Clark Sturgis
MONICA LUCILLE YASSEAR
Xue Zheng
DAVID TIMOTHY HILLESLAND
Daniel Beaulieu
Samuel C Sherman
Allison Brooke Brunst
Kevin Blaine
BRADLEY NEAL BAER

Within 25 miles of Rocklin, CA, Best Investors lists 258 registered investment advisory firms with 720 offices nearby, managing about $17.2T in combined regulatory AUM across 4,937,201 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 Rocklin

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