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Best financial advisors in The Geysers, CA

Registered advisers within 25 miles of The Geysers, CA.

Offices
34
Firms
18
Combined AUM
$3.70T
Firm-wide filings, not assets booked only here
Clients
901K
900,787 clients when Item 5C has a number
Avg / client
$4.11M
Combined AUM ÷ clients

Nearby offices

Firms

RB CAPITAL MANAGEMENT, LLC
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
EDWARD JONES
NORTH COAST ASSET MANAGEMENT, INC.
ANTONIO ANDRADE, CFP
PROSPERENT CAPITAL, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

JUSTIN MICHAEL SLOAN
RICHARD STANLEY REBELLO
JOHN LOUIS GOLDSMITH
RAND LEWIS RODGERS
Miguel Alfaro
Michael Petri
Daniel Adam Myers
BRANDON RAY BUCHEISTER
ANTONIO STEVEN ANDRADE
Robert William Clark
Tyler Robert Clark
Damon Eric Gardner
MICHAEL JOSEPH DEFAZIO
JAMES PHILLIP WILLIAM EPSTEIN
Vincent Richard Armanino
ANGIE MARIE GRAINGER
BRIAN MICHAEL LOCATELLI
Brent Raymond Clausen

Within 25 miles of The Geysers, CA, Best Investors lists 18 registered investment advisory firms with 34 offices nearby, managing about $3.70T in combined regulatory AUM across 900,787 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 The Geysers

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 7 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 8 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM