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Best financial advisors in Scotts Valley, CA

Registered advisers within 25 miles of Scotts Valley, CA.

Offices
553
Firms
248
Combined AUM
$14.0T
Firm-wide filings, not assets booked only here
Clients
2.74M
2,739,930 clients when Item 5C has a number
Avg / client
$5.12M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
MORGAN STANLEY
CETERA INVESTMENT ADVISERS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
YEAR ZERO VENTURES GROUP LLC
VALIC FINANCIAL ADVISORS, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
O'CONNOR CAPITAL ADVISORY, LLC
WILDFLOWER FINANCIAL LLC
THURSTON SPRINGER ADVISORS
WYNN CAPITAL MANAGEMENT, LLC
LPL FINANCIAL LLC
NATURAL BRIDGES FINANCIAL ADVISORS

Investors

Aaron E Brandt
LAURA JANE FERGUSON
Paige Rexrode
LAUREEN MARIE YUNGMEYER
Katherine Phillips
Ivor Thomas
Cheryl Dieda Rebottaro
Casey Flom
TIFFANY DANIELLE HAMMER
NIKOLAS MARSHAL BARR
NAYANA T D DARRAH
Jon Michael Hanson
Kenneth A Evans
Josiah T Clymer
RICHARD MICHAEL KAPCHUK
MAGGIE MERIDETH MARTIN
GALAHAM ZUANICH
ERIK IVER HANSON
ROBERT L SHEELY
CHRISTINE E INGESSON
MONICA MARIE CARNEY
TRISTAN SOMMER KASS
ANDREAS OLOV LINDSTROM
JESSICA E. LOCATELLI
ANGELINA D MCCLELLAN
SAMUEL GUY DWYER
Kyle James Coulter
Matthew John Zepeda
Jacob Zils Willet
COLLEEN A O'BRIEN
NEVIN THOMAS HOUGARDY
JOHN ADAM HOWARD
KATHLEEN MURPHY DWYER
JERALD R REICH
ROGER ALLEN EVANS
ANDREW R HUBBARD
Scott R Tucker
PETER DEAN
JAMES MICHAEL BARGETTO
OLGA NELLY PAPPAS
ROBERT MASON
Sebastian D Henshaw
KEVIN LLOYD MIZE
DANIEL VINCENT COOK
GEOFFREY MICHAEL AKERS
Zachary Charles Brown
Kurt W Grundner
Carmen Irving
Alan Richard Gale
JANE MARIE MCKENZIE
LISA SUZANNE ROSENAU
Erica Buie Adolfsson
CHAD JACOB PARKER
JEFFREY THOMAS RAEGEN
LESLEY JACQUELINE LEMESSURIER
Brett Andrew Jennings
Patrick Burke
Alfredo E AlgarateTamayo
Sean Patrick O'Connor
Jennipher Sue Lommen
R. ALAN CHASE
Susan Amanda Landry
THOMAS MATTHEW WYNN
DAVID BRIAN DOOLIN
CHRISTOPHER LEWIS WENTZIEN
Anabel Diaz-Garcia
Sarah Russell Brown

Within 25 miles of Scotts Valley, CA, Best Investors lists 248 registered investment advisory firms with 553 offices nearby, managing about $14.0T in combined regulatory AUM across 2,739,930 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 Scotts Valley

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