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Best financial advisors in Tracy, CA

Registered advisers within 25 miles of Tracy, CA.

Offices
184
Firms
74
Combined AUM
$11.5T
Firm-wide filings, not assets booked only here
Clients
2.53M
2,528,629 clients when Item 5C has a number
Avg / client
$4.57M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
EDWARD JONES
401K ENGINEERS INC.
CETERA INVESTMENT ADVISERS LLC
J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
PARK AVENUE SECURITIES LLC
U.S. BANCORP ADVISORS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

ALFRED EMIL RUIZ
Michaela Marie Sobrero
DAVID A SIMPSON
Mike Phan
PAOLO FRANCESCO MARCHETTI
CRAIG ISAMU MIZUNO
JEREMY SHANE WILLSON
GENA YAQUBI
SUPREET BHACHOO
BHAWAN DEEP
GAGANDEEP KAUR
SAMUEL OCEGUERA
Steven Bidwell
Cristian Patrick Spence
Reijer G Groenveld
Theresa Erin Trayner
Diamond Sharon R Madsen
Andrew Yadegar
RAJ ALAGAPPAN NATARAJAN
Vu Nguyen
JACOB RONALD NAVEN
SCOTT THOMAS ESCO
LAURA MICHELLE DEVRIES
CHARLES KENNETH CHRISTENSEN
Robert Douglas Kotval
Sharon Theresa Amick
Richard R Magallanes

Within 25 miles of Tracy, CA, Best Investors lists 74 registered investment advisory firms with 184 offices nearby, managing about $11.5T in combined regulatory AUM across 2,528,629 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 Tracy

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM