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Best financial advisors in Three Rivers, CA

Registered advisers within 25 miles of Three Rivers, CA.

Offices
5
Firms
4
Combined AUM
$640B
Firm-wide filings, not assets booked only here
Clients
63.3K
63,288 clients when Item 5C has a number
Avg / client
$10.1M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
AMERITAS ADVISORY SERVICES, LLC
PASADENA PRIVATE WEALTH, LLC
OSAIC WEALTH, INC.

Investors

Jaison Gary Norton
Michael Clayton Young
Bryan Andrew Muth
Anthony Hunt
GARRETT HEATH GERMAN
ERIC DONOVAN STEVENS
Elizabeth E. Jacques
David L Ediger
Brenna M Bonillas
JESSICA ANN SHILLINGTON
BRUCE ROBERT GEIGER

Within 25 miles of Three Rivers, CA, Best Investors lists 4 registered investment advisory firms with 5 offices nearby, managing about $640B in combined regulatory AUM across 63,288 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 Three Rivers

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

1 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 2 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 3 AMERITAS ADVISORY SERVICES, LLC 1,086 clients · 576 advisers $13.7B AUM 4 PASADENA PRIVATE WEALTH, LLC 19 advisers $1.62B AUM