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Best financial advisors in Spreckels, CA

Registered advisers within 25 miles of Spreckels, CA.

Offices
114
Firms
58
Combined AUM
$12.0T
Firm-wide filings, not assets booked only here
Clients
2.39M
2,387,024 clients when Item 5C has a number
Avg / client
$5.04M
Combined AUM ÷ clients

Nearby offices

Firms

MONTEREY BAY ASSET MANAGEMENT LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
COMMONWEALTH FINANCIAL NETWORK
FIRST COMMAND ADVISORY SERVICES
STATE FARM INVESTMENT MANAGEMENT CORP.
C & T FINANCIAL SERVICES GROUP, INC.
NWF ADVISORY SERVICES INC
MARATHON FINANCIAL ADVISORS
THE INVESTMENT HOUSE LLC
EDWARD JONES
CYPRESS COAST INVESTMENTS
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
PRINCIPAL SECURITIES, INC.
NEUMEIER POMA INVESTMENT COUNSEL LLC

Investors

DAVID CRAIG PALSHAW
Melissa M. L. Paddock
CHRISTINA LEIGH JENKINS
MARIAN MARTIN DEERING
SCOTT F FOSMARK
LAURENCE CHRISTIAN SORENSEN WALKER
Vlada Trostyanskaya
Ashley Nicole Denemark
CHARLES EDWARD HEWETT
TARA CHRISTEL TRAUTSCH
ROLF ALBERT TRAUTSCH
Susan Lee Kendall
DIANA CAROLINA COLMENARES
LYNDA ANN JOHNSON
STEVEN PAUL STEINBERG
Anand Alexander Bokde
SEAN Stephen SPOWART
HENRY BIGORNIA NIGOS
ANTHONY LEE SEITZ
Thomas Santos
REBECCA TEGERDAL
ALANNA CUIZON-JITTAYASOTORN
CATHY J CARLONE
ALLISON C. RYAN
BRIAN ROBERT ALLEN
DAVID W REINEKING
KELLY LE HO
JAKE MERENDA
JEFFREY ROBERT NEWMAN
LEIGH ANN JETER STANFORD
SANDRA EDITH TAITINGFONG
ALEXANDER ROBERT NEWMAN
MICHAEL FRANCIS WALLENSACK
HERBERT MERRITT HARRISON
NOELLE QUTUB NEWMAN
KRISTEN MARIE SUTHERLAND
Justin Rivera
JEREMY MICHAEL CONNALLY

Within 25 miles of Spreckels, CA, Best Investors lists 58 registered investment advisory firms with 114 offices nearby, managing about $12.0T in combined regulatory AUM across 2,387,024 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 Spreckels

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