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Best financial advisors in Spanish Flat, CA

Registered advisers within 25 miles of Spanish Flat, CA.

Offices
155
Firms
49
Combined AUM
$9.71T
Firm-wide filings, not assets booked only here
Clients
2.35M
2,346,705 clients when Item 5C has a number
Avg / client
$4.14M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
THE MATHER GROUP, LLC
U.S. BANCORP ADVISORS, LLC
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
SCOTT & ASSOCIATES INVESTMENT ADVISORY SERVICES
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
COOPER MCMANUS
RBO & CO, LLC
EAGLE STRATEGIES LLC
ILLUMINATE VENTURES

Investors

JANET LEE MLYNAR
GEORGE PAUL MCCUEN
ROBERT JOHN BLANUSA
TIMOTHY LEE AYLES
TONYA WEST
PATRICK ANDREW MCCUEN
Jonathan Jun Lee
Christopher Donald Small
Gary Douglas Norman
Sean Michael O'Brien
WILLIAM JAMES HJERPE
MARK CLIFFORD RICHMOND
Edward Ryan Ganzon Bondoc
PATRICK DOUGLAS SCOTT
Stacy Ann Wells
VALERIE CYNTHIA KREBS
MICHAEL CHRISTOPHER CHAMPION
Charles T. Webster
Erin E Burke
Andrew Laddaran
DOUGLAS JAMES MAZZUCCO
MELVYN LEROY VARRELMAN
DANIELLE MARIE NIDEROST
LENNIS PAUL FRANCIS
MICHAEL JASON WHITE
Roberto Villalpando
MICHELE ANN DE GEORGE

Within 25 miles of Spanish Flat, CA, Best Investors lists 49 registered investment advisory firms with 155 offices nearby, managing about $9.71T in combined regulatory AUM across 2,346,705 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 Spanish Flat

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B 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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM