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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

INDEPENDENT ADVISOR ALLIANCE, LLC
U.S. BANCORP ADVISORS, LLC
CETERA INVESTMENT ADVISERS LLC
SEAGULL LANE ASSET MANAGEMENT LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J.P. MORGAN SECURITIES LLC
WESTERN GROWERS FINANCIAL SERVICES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CERDA MUNOZ ADVISORS, INC
FILIGREE WEALTH ADVISORS, LLC
86 REPUBLIC, LLC
WHITE STORK ASSET MANAGEMENT LLC
OZ WEALTH MANAGEMENT LLC
FTIB ASSET MANAGEMENT LLC
LPL FINANCIAL LLC
CENTAURUS FINANCIAL, INC.

Investors

MANORAMA KOCHIKAR PAI
Christy Isordia
JACK HE WANG
Juan Galvez
Ulysses Copag Enario
MATTHEW DAVID LEWIS
Grant Riley Flanagan
SILVIA ALICIA FETTIG
DUSTIN COBEY HOFLAND
MYRIAM MAURICE PADILLA
HILBERTO CERDA
WILLIAM FRANK TORRES
AARON OCTAVIO MUNOZ
CHRIS G. DUDLEY
GRIFFIN JAMES GRAVES
DONG VIET NGO
RICHARD ANDREW LEWIS
Zhe Feng Zhang
Percy Delvin Kandukira
STEVEN TAMIO MONJI
San Hor Cheong
Paolo Quiroga
Morgan Drew Atkinson
James Hass
RAJ JAWAHAR VASUDEVAN
KATE MARIN KING
MAYU NAKAGAWA DALEY

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