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Best financial advisors in Salida, CA

Registered advisers within 25 miles of Salida, CA.

Offices
168
Firms
68
Combined AUM
$9.95T
Firm-wide filings, not assets booked only here
Clients
2.51M
2,508,835 clients when Item 5C has a number
Avg / client
$3.97M
Combined AUM ÷ clients

Nearby offices

Firms

PFS INVESTMENTS INC.
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
FOUNDATIONS INVESTMENT ADVISORS LLC
J.P. MORGAN SECURITIES LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
SIERRA OCEAN, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EDWARD JONES
KCPAG FINANCIAL ADVISORS LLC
U.S. BANCORP ADVISORS, LLC
BLOM & HOWELL FINANCIAL PLANNING, INC.
COMMONWEALTH FINANCIAL NETWORK
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

ALEJANDRO GARCIA-CAMPOS
JERARDO REYES CRUZ
LAKHWINDER SINGH
SHERRY ANN AZEVEDO
JOEL KENNETH BALAM
JOHN VINSON HOGIN
Brandon James Karp
Japjit Perumalla
GREGORY JAMES HOEKMAN
Nancy Emilie Fuentes
Frank Alan Ahler
Moises Aguirre-Cabrera
ZETH AARON WALTERS
ZACHARY G WALTERS
GEORGE WILLIAM WALTERS
Joseph Duane Laswell
Thuy T. Nguyen
TIM BLOEMHOF
RONALD LEE VANESSEN
JEFFREY SCOTT BURROW
DEZAREE MAREE SEEDS
Mayra Yadira Meza
MICHAEL GORDON GROVER
JUSTIN MICHAEL GROVER
Eric Michael Taylor
Stephen Bradford Blakeley
Cullen Bradford Bearden
CHRISTOPHER JOHN FRIZZI
TODD ANTHONY VENTURINI
KENT WILLIAM CRAWFORD
KYLE NORMAN CRAWFORD
Jessica Ann Zifer
KENDALL JANE SEIFERT
MICHAEL JOSEPH HOWELL
BRIAN MARCUS ULLRICH
DONNA KAY BRADLEY
MELISSA BRADLEY SPERLING
DEBRA LYNNE WEBB

Within 25 miles of Salida, CA, Best Investors lists 68 registered investment advisory firms with 168 offices nearby, managing about $9.95T in combined regulatory AUM across 2,508,835 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 Salida

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM