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Best financial advisors in Sutter Creek, CA

Registered advisers within 25 miles of Sutter Creek, CA.

Offices
81
Firms
44
Combined AUM
$8.29T
Firm-wide filings, not assets booked only here
Clients
1.25M
1,250,170 clients when Item 5C has a number
Avg / client
$6.63M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
WEALTHCARE ASSET MANAGEMENT, LLC
APS INVESTMENT MANAGEMENT GROUP
BROOKSTONE CAPITAL MANAGEMENT LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO CLEARING SERVICES, LLC
DESERT ROSE CAPITAL MANAGEMENT, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
PRINCIPAL SECURITIES, INC.
FAULKNER FINANCIAL PLANNING, LLC
OSAIC WEALTH, INC.
LANE FLORENCE, LLC
LPL FINANCIAL LLC

Investors

Joshua Aubrey Knittel
RONALD ANTHONY ROBERTS
Danelle Ruth Dix
RYAN FREDERICK SHORTRIDGE
KEVIN ZACHARY KRAFT
WILLIAM MARK PETERSON
CHANDRA LEANN USELTON
Timothy M Knittel
GILBERT VALTIERRA
Drew M. McCurdy
ALEXANDER BRUCE DICKSON
GARRETT DANIEL SANDERS
Jeffrey Allan Wood
Joshua Fournier
KATHLEEN MARIE FAULKNER
Ian Gookin
JAMES DANIEL SNEAD
CORBIN JAMES WEATHERBY
NATHAN TUTTLE
RUSSELL ALAN BEAL
JOHN TAYLOR
BENJAMIN ROBERT YOUNG
LACEY MICHELE YOUNG
ANTONIO JACOB DIMATTEO
David Robert Stoddard
Maximilian C Callaghan
JOHN DALE LANE

Within 25 miles of Sutter Creek, CA, Best Investors lists 44 registered investment advisory firms with 81 offices nearby, managing about $8.29T in combined regulatory AUM across 1,250,170 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 Sutter Creek

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM 8 CREATIVE PLANNING 1,767 clients · 1,174 advisers $296B AUM