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Best financial advisors in San Miguel, CA

Registered advisers within 25 miles of San Miguel, CA.

Offices
21
Firms
13
Combined AUM
$4.67T
Firm-wide filings, not assets booked only here
Clients
827K
827,031 clients when Item 5C has a number
Avg / client
$5.65M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES

Investors

Chloe Feingold

Within 25 miles of San Miguel, CA, Best Investors lists 13 registered investment advisory firms with 21 offices nearby, managing about $4.67T in combined regulatory AUM across 827,031 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 Miguel

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

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM