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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

SWEENEY & MICHEL, LLC
INDEPENDENT FINANCIAL GROUP, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
EAGLE STRATEGIES LLC
EDWARD JONES

Investors

Joseph Daniel Sweeney
Katie Junk
RENEE ANN MICHEL
JAMES AUDY BRAZIEL
ALEXANDER ROBERT HOLGUIN
CHRISTOPHER LEROY GRETTUM
JEFFREY DOUGLAS MCCREADY
MICHAEL RYAN BEHNKE
ADAM JAMES SILER
DAVID RICHARD NELSON
WILLIAM THOMAS KYLE
Neil R Yelland
Brittany Marie Yelland

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