Best Investors Account Sign in

Best financial advisors in Sonora, CA

Registered advisers within 25 miles of Sonora, CA.

Offices
27
Firms
14
Combined AUM
$3.05T
Firm-wide filings, not assets booked only here
Clients
377K
377,470 clients when Item 5C has a number
Avg / client
$8.07M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
COMMONWEALTH FINANCIAL NETWORK
FORUM FINANCIAL MANAGEMENT, LP
WELLS FARGO CLEARING SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
VALLEY WEALTH STRATEGIES, LLC
LPL FINANCIAL LLC
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
CETERA INVESTMENT ADVISERS LLC

Investors

David Roberto Cazares
Jessica Lynn Leveroos
SARAH JEAN SCHLENZ
DANIEL THEODORE CLARKE
Jason Gregory Pink
JEFFREY VINCENT PARIS
Jerimie Joseph Zamora
Jordan Roy Sergent
Rebekah Garvin Mackenzie
NICOLE KIOMI KIKUGAWA
James Anthony Zaiter
KIMBERLY JOYCE HEMBREE
JOSHUA ADAM SUESS
SERENA LYNETTE DAVIS
Riley L Calise
Blane Reynold Franca
CONNIE LEIGH FERRELL
Sarah L Oskey
John Krutsinger
Jaime Jennifer Dowell
Randall Jon Ehle
Carrin L Blyth
Brian Vincent Fox
SABRINA ISABELLA JULIAN
Mauricio Cisneros
Timothy Scott Oskey
STEVEN CRAIG HAYWARD
DONNA MARIE STEVENSON

Within 25 miles of Sonora, CA, Best Investors lists 14 registered investment advisory firms with 27 offices nearby, managing about $3.05T in combined regulatory AUM across 377,470 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 Sonora

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 6 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM 7 AMERITAS ADVISORY SERVICES, LLC 1,086 clients · 576 advisers $13.7B AUM 8 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM