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Best financial advisors in San Juan Bautista, CA

Registered advisers within 25 miles of San Juan Bautista, CA.

Offices
84
Firms
39
Combined AUM
$9.71T
Firm-wide filings, not assets booked only here
Clients
1.48M
1,475,794 clients when Item 5C has a number
Avg / client
$6.58M
Combined AUM ÷ clients

Nearby offices

Firms

CREATIVE FINANCIAL DESIGNS, INC.
EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
U.S. BANCORP ADVISORS, LLC
KEYSTONE ADVISORY GROUP
AMERIPRISE FINANCIAL SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
PFS INVESTMENTS INC.
HASTIE FINANCIAL GROUP
COMMONWEALTH FINANCIAL NETWORK
STATE FARM INVESTMENT MANAGEMENT CORP.
HORNOR, TOWNSEND & KENT, LLC
J.P. MORGAN SECURITIES LLC

Investors

Cole Elliot Silva
Marcus R Guerra
Kyle Alexander Sharp
Alexis Winder
Edman Wong
Ignacio R Ceniceros
Jared Zhu
Sharon A Green
Ryan K Yasukawa
KELLY LISA MONROE
AUBRIANA ROSE VILLAGRANA
DAVID FRANCIS JENKINS
Matthew Gregory Salyer
IVAN SOMMADOSI WILTON
MARY KATHERYN MYLES
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
JOHNNY DANIEL CASTANEDA
DUANE ARLEN NACK
LARRY DAVID NELSON
Ryan Matthew Hastie
WILLIAM JOSEPH HASTIE
SERVANDO REY ZAGAL
JEFFREY MICHAEL ORTH
Thomas Cole Montoya
Juan Pablo Aldama
JUAN ANTONIO MARANON
Carlos A. Fullen
GONZALO BRAVO
AGHAHOWA ANTHONY IGBINOVIA
JOSE ANTONIO CERDA
RAUL FIGUEROA
Elizabeth Murillo

Within 25 miles of San Juan Bautista, CA, Best Investors lists 39 registered investment advisory firms with 84 offices nearby, managing about $9.71T in combined regulatory AUM across 1,475,794 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 San Juan Bautista

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM