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Best financial advisors in Rosamond, CA

Registered advisers within 25 miles of Rosamond, CA.

Offices
31
Firms
18
Combined AUM
$7.09T
Firm-wide filings, not assets booked only here
Clients
1.19M
1,194,066 clients when Item 5C has a number
Avg / client
$5.94M
Combined AUM ÷ clients

Nearby offices

Firms

FIRST COMMAND ADVISORY SERVICES
CASH FLOW TECHNOLOGIES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EDWARD JONES
INDEPENDENT FINANCIAL GROUP, LLC
WORLD INVESTMENT ADVISORS, LLC
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC
SAGE WEALTH SOLUTIONS, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
KESTRA PRIVATE WEALTH SERVICES, LLC
ACRYLIC FINANCIAL, INC.

Investors

Robert Geoffrey Concessio
TROY DOANE FLOWERS
DARIO ANTONIO ORELLANA
Steven Dale Angebrandt
CHRISTINA WOODFORD
MATTHEW CAINE SESSA
TIMOTHY HAYES
MICHELE MARIE LANTZ
Kenneth Francis Galanis
KEVIN LEWIS VON TUNGELN
JOCELYN CO WEE
Patrick K. Batac
DANIEL LEE RICE
RALPH CANNON WILLIAMS
GEORGE LEE ANDREWS
Jesse Brent Mettrick
ARLAND KELLY
MICHAEL LAWRENCE KELLY
Christopher James Zuaro
NADIA ALICIA DICKINSON
KATHRYN LOUISE WILKERSON
Jennifer Victoria Palakiko
Thomas D O'Malley
JAZZMINE THOMAS
Francisco Garcia
LANCE TAYLOR PATTON
Franklin Fernandez

Within 25 miles of Rosamond, CA, Best Investors lists 18 registered investment advisory firms with 31 offices nearby, managing about $7.09T in combined regulatory AUM across 1,194,066 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 Rosamond

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 WORLD INVESTMENT ADVISORS, LLC 7 clients · 376 advisers $71.6B AUM