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Best financial advisors in Somes Bar, CA

Registered advisers within 50 miles of Somes Bar, CA.

Offices
13
Firms
5
Combined AUM
$2.71T
Firm-wide filings, not assets booked only here
Clients
383K
383,150 clients when Item 5C has a number
Avg / client
$7.06M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
RUBICON ADVISORS
COMMONWEALTH FINANCIAL NETWORK
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC

Investors

Tim Rodriguez
Katherine Claire Taylor
Michael Thomas Sullivan
Kevin Jay Moerke
Meagan Diana Curtis
Marc Carter Whiteman
NICHOLAS PAUL BOERO
GEOFF ROBERT HARKNESS
SHAUN WALTON
Jacob Patrick Derry
Tiffany Richelle Eberle-Dooley
PHILLIP SHERWOOD FREEMAN
LINDA LEE CAMPBELL
Brandon George Kakitsuka
Kelly Wood
Sara Marie Newblom
Holly Maureen Martel
REED NICHOLS
MARK ALAN GORGE

Within 50 miles of Somes Bar, CA, Best Investors lists 5 registered investment advisory firms with 13 offices nearby, managing about $2.71T in combined regulatory AUM across 383,150 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 Somes Bar

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 5 RUBICON ADVISORS 11 advisers $421M AUM