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Best financial advisors in Salinas, CA

Registered advisers within 25 miles of Salinas, CA.

Offices
129
Firms
61
Combined AUM
$12.1T
Firm-wide filings, not assets booked only here
Clients
2.39M
2,387,474 clients when Item 5C has a number
Avg / client
$5.05M
Combined AUM ÷ clients

Nearby offices

Firms

PFS INVESTMENTS INC.
MORGAN STANLEY
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO CLEARING SERVICES, LLC
J.P. MORGAN SECURITIES LLC
ON INVESTMENT MANAGEMENT CO
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
HASTIE FINANCIAL GROUP
AMERIPRISE FINANCIAL SERVICES, LLC
COMMONWEALTH FINANCIAL NETWORK
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
AMERICAN INVESTORS COMPANY

Investors

MICHAEL TODD SMITH
ROSEMARY ANN MANRAO
JOSEPH TIMOTHY IRWIN
DAVID DONNELLAN REYNOLDS
NICOLE H LEFFINGWELL
Charles Henry Leupold
JOSHUA JAMES IRWIN
JOSHUA ERIC BENNETT
DOUGLAS ALAN GUTSHALL
Ericka Gutshall
MATTHEW RING
THOMAS BAIR
Thomas Gutshall
Walter Retzlaff
Andrew MacQuarrie
SHERI LEE DAVIDSON
HENRY JAMES FRANSCIONI
DENI LYNN PATTON
Joseph Edward Stretch
SERVANDO REY ZAGAL
RAUL FIGUEROA
JUAN ANTONIO MARANON
Carlos A. Fullen
GONZALO BRAVO
AGHAHOWA ANTHONY IGBINOVIA
JOSE ANTONIO CERDA
FRED FRANCISCO SPRINZ
Juan Pablo Aldama
DUANE ARLEN NACK
LARRY DAVID NELSON
Ryan Matthew Hastie
WILLIAM JOSEPH HASTIE
TODD ARTHUR KNAPP
JOHNNY DANIEL CASTANEDA
DAVID FRANCIS JENKINS
Matthew Gregory Salyer
MARY KATHERYN MYLES
IVAN SOMMADOSI WILTON
STEVEN WILLIAM EMERSON
GABRIEL FAUNCE
JOEL BERNARD KNIGHT

Within 25 miles of Salinas, CA, Best Investors lists 61 registered investment advisory firms with 129 offices nearby, managing about $12.1T in combined regulatory AUM across 2,387,474 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 Salinas

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