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Best financial advisors in Templeton, CA

Registered advisers within 25 miles of Templeton, CA.

Offices
105
Firms
57
Combined AUM
$9.43T
Firm-wide filings, not assets booked only here
Clients
2.29M
2,288,353 clients when Item 5C has a number
Avg / client
$4.12M
Combined AUM ÷ clients

Nearby offices

Firms

WELLS FARGO CLEARING SERVICES, LLC
CORVUS WEALTH ADVISORS LLC
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LPL FINANCIAL LLC
MADISON AVENUE SECURITIES, LLC
SLO MONEY MANAGERS
KOBATA FINANCIAL
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
COMMONWEALTH FINANCIAL NETWORK
CETERA INVESTMENT ADVISERS LLC

Investors

SHELLEY LOUISE GILL
ROBERT ALAN GARCIA
STEPHANIE CHRISTINA KEMP
Anthony Lyn Leonti
Katelin Mahoney
Travis Domingues
Alison Rose Shannon
Matthew David Oppedahl
Michael Andrew Thomas
DAREN SCOTT FRIEDLE
TIMOTHY HAROLD HOLT
PAUL ANDREW PAROTTI
SARAH MARIE ANDERSON
NELSON MIKI KOBATA
COURTNEY MARIE MORROW
Charles Althair Matthews
Sara Rose Hays
Natali Medina Sanchez
Nazaree Jackson
THOMAS TERRY VIGIL
Ricardo Amador Cordova
STEPHEN JAMES WEBER
JOSEPH DALE POLLARD
SHAWN AUBREY ARNER
CONSTANCE Miller Cook
RYAN JEFFREY LANGSTAFF
Evan Langstaff
JENNIFER LYNN LANGSTAFF
Jenae Niko Hall

Within 25 miles of Templeton, CA, Best Investors lists 57 registered investment advisory firms with 105 offices nearby, managing about $9.43T in combined regulatory AUM across 2,288,353 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 Templeton

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM