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Best financial advisors in Rosewood, CA

Registered advisers within 25 miles of Rosewood, CA.

Offices
2,927
Firms
1,218
Combined AUM
$27.7T
Firm-wide filings, not assets booked only here
Clients
3.52M
3,516,275 clients when Item 5C has a number
Avg / client
$7.88M
Combined AUM ÷ clients

Nearby offices

Firms

MARINER WEALTH
AMERIPRISE FINANCIAL SERVICES, LLC
NESTYIELD ETFS
JOURNEY EQUITY WEALTH MANAGEMENT LLC
LPL FINANCIAL LLC
CENTAURUS FINANCIAL, INC.
CETERA INVESTMENT ADVISERS LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PARK AVENUE SECURITIES LLC
J.P. MORGAN SECURITIES LLC
PFS INVESTMENTS INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
BRAZEN CAPITAL, LLC
GLOBAL RETIREMENT PARTNERS LLC
CITIGROUP GLOBAL MARKETS INC.

Investors

Roy Guia
Timothy Christopher Camas
ISAI JUAREZ
JOHN MENESES TAN
Rene Steven Moran
MANUEL RAMOS
Alexis Ramiro Melchor
NOREEN EMILY MARES
CAPRICE COLLINS
CESAR MACEDO
Stephanie Elizabeth Elias
ESTEBAN CAMACHO
FRANK JIMENEZ
LEONOR ZAMORA
DENNIS C BUENAVENTURA
ADAN SANTOS
Robert Anthony Casares
Jason Lewis
SERGIO GARCIA
Douglas M. Hanna
Dave Adams
LOUIS VINCENT SANTORO
MICHAEL ANTHONY SANTORO
TRENT DANA BRYSON
BRENDAN GARY DIETTE
OXANA LICHINSKY
TOREY MICHAEL EDWARDS
STEPHANIE GARCIA
Courtney Elizabeth Marshall

Within 25 miles of Rosewood, CA, Best Investors lists 1,218 registered investment advisory firms with 2,927 offices nearby, managing about $27.7T in combined regulatory AUM across 3,516,275 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 Rosewood

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

1 CAPITAL RESEARCH AND MANAGEMENT COMPANY 134 clients $3.75T AUM 2 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 3 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 CAPTRUST 963 advisers $1.24T AUM 6 DIMENSIONAL FUND ADVISORS LP 3 clients · 269 advisers $1.02T AUM 7 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 8 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM