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Best financial advisors in Royal Oaks, CA

Registered advisers within 25 miles of Royal Oaks, CA.

Offices
229
Firms
98
Combined AUM
$12.0T
Firm-wide filings, not assets booked only here
Clients
2.69M
2,687,008 clients when Item 5C has a number
Avg / client
$4.46M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC WEALTH, INC.
EDWARD JONES
PFS INVESTMENTS INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
ASILOMAR ADVISORS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EMERSON EQUITY LLC
VALIC FINANCIAL ADVISORS, INC.
FINANCIAL PLANNING ASSOCIATES
U.S. BANCORP ADVISORS, LLC
CENTAURUS FINANCIAL, INC.
THRIVENT INVESTMENT MANAGEMENT INC.

Investors

NATHAN ANDREW JONES
KEVIN M NEWHOUSE
MATTHEW CARLOS LOPEZ
Natalie Christine Smith
FERNANDO LOPEZ
Luann Michele Lauesen
Diana Katherine Brenneise
CHRISTOPHER M GEORGE
JUSTIN L HANNAH
AGUSTIN RAMIREZ
FELICIA SUDDHA GEORGE
CHRISTOPHER MICHAEL DANZER
Abraham Garcia Rivera
JOSE ANTONIO LIMONES
ERIC JAMES COSTELLO
TONI LYNN SUTHERLAND
JERRY LOPEZ
JOHN DAVID CREECH
Ryan Janusz Ozog
Daniel Irvin McCourt
Forrest Paul Macierez
Ryan K Yasukawa
JULIE KAY TAURIAINEN
Salvador Cervantes Esquivel
MANUEL ALFONSO BACA
HORACI VILLAR
SCOTT ANTHONY BLOOM
MARY ELIZABETH BELLIZZI

Within 25 miles of Royal Oaks, CA, Best Investors lists 98 registered investment advisory firms with 229 offices nearby, managing about $12.0T in combined regulatory AUM across 2,687,008 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 Royal Oaks

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM