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Best financial advisors in Stevinson, CA

Registered advisers within 25 miles of Stevinson, CA.

Offices
63
Firms
36
Combined AUM
$8.61T
Firm-wide filings, not assets booked only here
Clients
1.30M
1,301,888 clients when Item 5C has a number
Avg / client
$6.62M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CETERA INVESTMENT ADVISERS LLC
MELO OUT FINANCIAL, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
PNC WEALTH MANAGEMENT LLC
MUTUAL ADVISORS, LLC
TRANSAMERICA FINANCIAL ADVISORS, LLC
RAYMOND JAMES & ASSOCIATES, INC.

Investors

CHAD MICHAEL WEBSTER
Anthony A. Linares
James John Price
Cody Bijou
Alberto Escobedo
RANDALL LEE JENKINS
CALEB LEE JENKINS
TED ROY DIETZ
Michael John Melo
CLAUDIA ANGUIANO
ERIC P GIELING
NAI KAE SAELEE
Mark T Seivert
LYNNETTE MICHELLE MCGILL-KOEHN
BRYAN L. TURNBULL
David Norton Wood
Mark Anthony Vega Felix
Ann Xaipanya
Edward Guzman
PETER Anthony PADILLA
CLINTON WESLEY MOORE
BRIAN JAMES GUDGEL
EDWARD FRANK MACHA
MELISSA DANIELLE FRAZIER
RONALD BRYAN EWING
Andres Curiel
Thomas Anthony Ochinero
DANIEL JOHN ZACHARIAS
SUZANNE HEATHER SMITH
CHRISTOPHER J BARBER
Patty C richardson
JOVANNA Y MUKADDES
Patricia Arredondo-Chavez
DEREK J NAN
Eriona Dhimitri
Michael Malik Joseph
CHRISTOPHER PEYTON MAXFIELD
Yating Liu
Miguel Sebastian Garcia
SCOTT MICHAEL MACDONALD
EMILY A VIERRA
KRISTIE J BROWN
Eric Guo Chu
Seth Hammerbeck
Brandon Demers
Erik Stanford Speer
Gorgees Benyamein
Aaron Gill
B Gill
LEONARD JEROME JALLI
Julia Marie Ridgway
Antonio B Cervantes
SHAUN JOSEPH
Gregory Randall Jalli
Beatriz Adriana Buenrostro
JEROEN HOOGEVEEN
TAMMY LITTLEFIELD
YUCHEN TANG
ROBERT B. FORNEY
GREGORY JOHN DELLIS
MARK AARON GENTRY
Yadwinder Chehal
JAMES RICHARD CABRAL
DAVID KING NICHOLAS
Nathaniel George Vieira
GENE LESLIE LENFEST
MICHAEL WAYNE FAIRCLOTH
MATTHEW KIRKHAM LATTIG
ALANA P SCOTT
STEPHANIE MARIA MARTIN

Within 25 miles of Stevinson, CA, Best Investors lists 36 registered investment advisory firms with 63 offices nearby, managing about $8.61T in combined regulatory AUM across 1,301,888 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 Stevinson

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM