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Best financial advisors in Sebastopol, CA

Registered advisers within 25 miles of Sebastopol, CA.

Offices
233
Firms
98
Combined AUM
$11.4T
Firm-wide filings, not assets booked only here
Clients
2.43M
2,429,015 clients when Item 5C has a number
Avg / client
$4.69M
Combined AUM ÷ clients

Nearby offices

Firms

WILLOW CREEK WEALTH MANAGEMENT, INC.
LPL FINANCIAL LLC
EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
MILESTONE FINANCIAL ADVISORS
ABACUS WEALTH PARTNERS
WORLD CAPITAL MANAGEMENT
EAGLE STRATEGIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
SWAD WEALTH MANAGEMENT LLC
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

Investors

MARK FRANCIS KEATING
JASON RICHARD GITTINS
HEATHER CARY BELLI
BRUCE JAY DZIEZA
NATHAN DANIEL TOURNAHU
STEVEN ALAN KERSTON
Matthew Hills
Spencer Ziemer
William James Bertacco
Tim R. Moore
Julie Michelle Dunn
Meredeth Ann Bertacco
PHUONG NGUYEN LAM
AARON WINER
SPENCER DAVID SHERMAN
LAUREN TAYLOR BOYES
Danielle Onesto
RUBY DELILAH LAMBRECHT
Katelynn Wiley
Aleia Coate
RAWSON Smith Gulick
ERIC JOHN KEATING
DAVID BRUCE LAWRENCE
DAVID DALE HOMAN
GRIFFIN DANIEL SHEEHY
JACOB MATTHEW WEBER
CHANDRIGA WALKER
PETER CRAWFORD WALKER
JACOB JOHN BRODT
Douglas Allan
KELLY GRANT
Stephen Gardner Higgins
ERIC ALAN GIBBONEY
Gabriel Alves
KEVIN ZACHARIAH SWAD
MATTHEW JONES FANNIN
JACOB MICHAEL PEATY
MARK ALLAN WALSVICK

Within 25 miles of Sebastopol, CA, Best Investors lists 98 registered investment advisory firms with 233 offices nearby, managing about $11.4T in combined regulatory AUM across 2,429,015 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 Sebastopol

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM