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Best financial advisors in Sonoma, CA

Registered advisers within 25 miles of Sonoma, CA.

Offices
588
Firms
289
Combined AUM
$14.8T
Firm-wide filings, not assets booked only here
Clients
3.15M
3,146,226 clients when Item 5C has a number
Avg / client
$4.71M
Combined AUM ÷ clients

Nearby offices

Firms

WOODBRIDGE CAPITAL PARTNERS, LLC.
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
MARIN WEALTH ADVISORS LLC
GOOD SOIL INVESTMENT MANAGEMENT LLC
CETERA INVESTMENT ADVISERS LLC
MML INVESTORS SERVICES, LLC
ALPHA WEALTH MANAGEMENT AND PLANNING LLC
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
J.P. MORGAN SECURITIES LLC

Investors

JESUS VILLALPANDO
Ryan Frederick Minkin
ADAM RUSSELL TRAGANZA
EDWARD JOSEPH BUSTAMANTE
BRUCE STEVEN TERRY
MICHAEL J CALVELLI
Samuel Edward Westermann
GARY G BUTLER
Marjan Soleimanieh
SANDY MAGID
RICHARD WAYNE ROMAN
WILLIAM CARL BOMAR
PENNY CHIN BACHARACH
ANDREI NICOLAI JIGALIN
Jason Zahorenko
David Wootton
Lachlan Mor MacLean
Krista Neary
KARIMAH M KARAH
TRACY ANDERSON LAMOND
Alfonso Madrigal Pantoja
Leif Stefone Tinsley
George A Hoang
Jason Turner
MATTHEW Willis RICHARDSON
Celena Andrea Narez Helm
William Ospina-Torres
Frank M Galan

Within 25 miles of Sonoma, CA, Best Investors lists 289 registered investment advisory firms with 588 offices nearby, managing about $14.8T in combined regulatory AUM across 3,146,226 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 Sonoma

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