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Best financial advisors in South Main, CA

Registered advisers within 25 miles of South Main, CA.

Offices
1,987
Firms
688
Combined AUM
$21.5T
Firm-wide filings, not assets booked only here
Clients
3.19M
3,187,219 clients when Item 5C has a number
Avg / client
$6.75M
Combined AUM ÷ clients

Nearby offices

Firms

STRATOS WEALTH PARTNERS, LTD
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
WORLD INVESTMENT ADVISORS, LLC
GALLAGHER FIDUCIARY ADVISORS, LLC
EQUITABLE ADVISORS, LLC
INTEGRATED WEALTH CONCEPTS LLC
VANDERBILT ADVISORY SERVICES
THE BALDWIN GROUP WEALTH ADVISORS, LLC
SEAPORT RESEARCH PARTNERS LLC
VISTA POINT ASSET MANAGEMENT LLC
PRINCIPAL SECURITIES, INC.
PRIME CAPITAL FINANCIAL
EDWARD JONES

Investors

MATTHEW CHRISTOPHER FOURNIER
Jake A Boberg
JOHN FITZGERALD STOKES
Thomas Daniel Krebs
CARLY CHRISTINE GOLD
SEAN MICHAEL OKEEFE
TAYLOR JAMES SALISBURY
CRAIG MACOMBER
TUYEN LE PHAM
TOM MITCHELL HESSLER
Maureen E Gordillo
HELEN SARAH SEESTADT
MARTHA ANN SPANO
KIRK WOLF
Douglas Igel
ANDREW ROBERT TORELLI
TONY JINWOO RHEE
FARZIN S MORENA
Matthew Adam Chabot
Ian Chamberlain
John Tanner Powell
Kenneth Seungwon Park
Reilly Kainoa Frederick O'Connor
Stuart Marley Pollard
MAZHAR MAHMOOD
SUZANNE KASSUBA PETERS
MICHELLE AUBREY FELENDES
TIMOTHY JOSEPH DUNIGAN
AARON JAMES GRIFFIN
MICHAEL YU SHIEH
JOHN ISAMI MURAYAMA
Fei Chen
Jordan Briley Oliver
Hieu Nguyen
William Edmond Lewallen
Jordan Ryan Nelson
Daniel Spencer Venegas
Quentin Travis Biebel
Jacob Lee Drotning
Nancy Pan
Trevor Thomas Salisbury
Nickolaos Sigas
Kevin Guns
Rachelle Rivera
SHEILA ANN COOK
BENJAMIN SERNA CADAY
GREGG CHRISTOPHE LA SPISA
ESTHER SOYOUNG DUNIGAN
MOSES TK LIN
YASMIN SOLTANI
Justin Lam
MARK MICHAEL ROONEY
STUART LAWRENCE FRIEDMAN
Natalie Rosenthal
Zhezheng Cao
ERICA LEIGH SYLVIA
Edin Beqaj
Ziyi Lu
THOMAS ADAM BRAILE
Jesus Lopez-Castaneda
WENDY TAMIE MARTINEZ
Matthew Steelman
ROBERT BRIAN HENDERSON
THERESE CHEEVERS
BENJAMIN MCKINNEY
KEVIN WIEST
EDWARD FAZIO
JEFFREY PARSELL
DOUGLAS BEAVER
JEFFREY SCOTT FIELDS
KATHERINE NEIL
COURTNEY BROWN
CHASE MCCLUNG
JAMES DAVID BURNS
KENNETH ROBERT HENDERSON
ANTHONY ANGELO AGONI
RICHARD LEIGH COLAROSSI
IAN JEFFREY ELLIS
KENT JAMES SHUSTER
MARC ROBERT DIDOMENICO
ROBERT JAMES DUFFY
DAVID WILLIAM SOUTER
DANIEL CARLOS VENEGAS
BRENT WOOD KOCH
STEVEN TODD STAKLEY
Keevin D. Murray
DANA MARIE KILEY
Christopher Alan Roberts
Cameron Jalbert
VISHAL VIBHAKER PATEL
ANCHI LIU
CHANG-HSIN SUN
David Tyler Gantz
Maggie Yi Yang
BRENT ALLEN RUPNOW
Amber Rose
EDMOND N KARAM
JUSTIN WILLIAM CABLE
ANH THICAM NGUYEN
HAN CHEN
Wade Allen Jones
Sylvia Yoonhee Ahn
Adam Jehad Salman
Charles Edward Gallagher
KAREN LOMAS
Arvind Mehta
JEFFREY SCOTT GOLAN
Matthew William Collins
Jane J Choi
Steven Tyler McBrayer
Theodore Squilanti

Within 25 miles of South Main, CA, Best Investors lists 688 registered investment advisory firms with 1,987 offices nearby, managing about $21.5T in combined regulatory AUM across 3,187,219 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 South Main

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 PACIFIC INVESTMENT MANAGEMENT COMPANY LLC 5 clients $3.67T AUM 2 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 3 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM