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Best financial advisors in Sunkist, CA

Registered advisers within 25 miles of Sunkist, CA.

Offices
2,267
Firms
738
Combined AUM
$21.0T
Firm-wide filings, not assets booked only here
Clients
3.18M
3,182,942 clients when Item 5C has a number
Avg / client
$6.61M
Combined AUM ÷ clients

Nearby offices

Firms

CHATTERTON & ASSOCIATES
J.P. MORGAN SECURITIES LLC
KOVACK ADVISORS, INC.
STRAVIDA WEALTH LLC
MONEY CONCEPTS CAPITAL CORP
CENTAURUS FINANCIAL, INC.
EDWARD JONES
OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
PFS INVESTMENTS INC.
CETERA INVESTMENT ADVISERS LLC
SPC
LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
BW & ASSOCIATES, INC.
STAMOS AND STAMOS, CERTIFIED PUBLIC ACCOUNTANTS, INC.
AMES FINANCIAL SERVICES

Investors

ANITHA NICOLE GRAVES
KYLE PATRICK SCHNEIDER
ERIC Y. OH
Arrash Bruce Zare
ROBERT DEWITTE CHATTERTON
ROBERT D. CHATTERTON
TERESA A DE LUCA
RODOLFO MUNOZ
DESIREE MARIE LASIEWSKI
HUNG T SAM
PAUL ARTHUR SEIG
DREW RUIZ
Kamron Nahavandi
Ronald Gordon Kring
Joel Sheldon
Mark Allen Townsend
ANTHONY VICTOR MAURO
Charles Robert Gustafson
John P Wende
AMINE MABSOUT
ANTHONY SAYAVONG
JEFFREY ALBERT BIDDLE
AFRA TORRES DE MACIAS
JAIMIE LAUREN MOORE
STEVEN MICHAEL DITCH
DAVID MARC MATLES
MARIANELA A SILVA
MAVEL BECERRA
EDILIA LEYVA NOA
LAUREL ANNE HACKETT
BONNIE SUE WUSZ
Gabriel Guan Wei Choo
William Raymond Fetter
RICKIE CHARLES AMES
JESUS GONZALEZ

Within 25 miles of Sunkist, CA, Best Investors lists 738 registered investment advisory firms with 2,267 offices nearby, managing about $21.0T in combined regulatory AUM across 3,182,942 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 Sunkist

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