Best Investors Account Sign in

Best financial advisors in Tehama, CA

Registered advisers within 25 miles of Tehama, CA.

Offices
30
Firms
19
Combined AUM
$3.10T
Firm-wide filings, not assets booked only here
Clients
335K
335,166 clients when Item 5C has a number
Avg / client
$9.24M
Combined AUM ÷ clients

Nearby offices

Firms

ETZLER FINANCIAL ADVISORS, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
CREATIVE FINANCIAL DESIGNS, INC.
INTEGRATED ADVISORS NETWORK LLC
FARMERS ASSET MANAGEMENT, LLC
WALLER FINANCIAL COACHING
CETERA INVESTMENT ADVISERS LLC
MURRAY FINANCIAL SERVICES, INC
VALIC FINANCIAL ADVISORS, INC.
ALLWORTH FINANCIAL, L.P.
ALLSTATE FINANCIAL ADVISORS, LLC
OSAIC WEALTH, INC.

Investors

MATTHEW RONALD ETZLER
ERIC PAUL FREY
Stephen Brady Cheffet
TIMOTHY WEATHERSON
William Tyler Smail
PAUL MARTIN BETENBAUGH
CHAD LAWTON PARKER
Ashley Lynn Huff
GREGORY CHARLES DEBORD
JAMES MARVIN MCSWAIN
STEVEN DONALD HEITHECKER
Frederick McNeill Shanks
ANNA CHRISTINA NELSON
GUERDON TISDALE ELY
Paul Lawrence Munly
JUSTIN CHADE WALLER
DANA DUANE FUNK
GANNON KENNETH JAMES AGNEW
KEVIN IAN MURRAY
TIMOTHY LAWRENCE MURPHY
STEPHEN HEIDEN
ROBERT SORENSEN
WILLIAM JACKSON SULLIVAN
RAYMOND BRYAN DIGIUSEPPE
Benito Abarca-Sanchez
KEVIN SPAFFORD
BENJAMIN DANIEL KNIGHT
TYLER COLLIER
KATHLEEN MARIE CARPENTER
Gregory Peter Ilukowicz
Erynn Kathleen Nelson
RICHARD HENRY MOOTZ
Randall Korte
Zoey Kaeanne Rash

Within 25 miles of Tehama, CA, Best Investors lists 19 registered investment advisory firms with 30 offices nearby, managing about $3.10T in combined regulatory AUM across 335,166 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 Tehama

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 4 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 6 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 7 ALLWORTH FINANCIAL, L.P. 309 advisers $33.6B AUM 8 EAGLE STRATEGIES LLC 6,662 clients · 2,548 advisers $32.0B AUM