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Best financial advisors in Scotia, CA

Registered advisers within 25 miles of Scotia, CA.

Offices
14
Firms
7
Combined AUM
$4.02T
Firm-wide filings, not assets booked only here
Clients
655K
655,401 clients when Item 5C has a number
Avg / client
$6.14M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
PROSPERA FINANCIAL SERVICES, INC.
LPL FINANCIAL LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
MORGAN STANLEY
STONEX ADVISORS INC.
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

Sean Patrick Molyneaux
Herbert E Wood
Karen Lynn Houseworth
Fredrick Robinson
BRANDON JAMES STOCKMAN
RONALD STUART BERGENSKE
VANESSA LIANA STEINBECK
Gregory J Seiler
Janelle Joy Swan Robinson
DONNA MITNIK BOWEN
LAURA KATHLEEN HUSSEY
ANDREA RENAE ALEJANDRE
Angelique Marie Konopa
Devin Peal
GREGORY HALE
Spencer James Pena
Katie M Conley
DAVID EARL TURNER
JASON MICHAEL BARR
Jenelyn J Delaney
KEENAN HARBISON POOL
LAURA S DAVIS
Kristen Mary Gaser
Seth T. Schulze
Dannielle Nicole Greco
SHERYL LYNN COLLINS
BRAD THOMAS SHAW
FREDERICK ALAN SLACK
LOGAN JAMES SHAW
JAMES PATRICK MAHER
Amanda Rose
DAX THOMAS WILLIAMSON
EDWINA MATTINGLY BORDMAN
Asa Greg White Shively
Laura Wagner Middlemiss
LISA ANNE FRYREAR

Within 25 miles of Scotia, CA, Best Investors lists 7 registered investment advisory firms with 14 offices nearby, managing about $4.02T in combined regulatory AUM across 655,401 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 Scotia

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM 5 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 6 PROSPERA FINANCIAL SERVICES, INC. 14 clients · 279 advisers $12.4B AUM 7 STONEX ADVISORS INC. 52 clients · 242 advisers $5.09B AUM