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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

WELLS FARGO CLEARING SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
SIERRA OCEAN, LLC
FOUNDATIONS INVESTMENT ADVISORS LLC
MELO OUT FINANCIAL, LLC
PFS INVESTMENTS INC.
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC WEALTH, INC.
OAK TREE SECURITIES, INC.
J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

DOROTHY CANONIGO ZABALA
ZACHARY A. HARLESS
MATTHEW THOMAS LAVERONE
JAMES BRETT RACHELS
TIM BLOEMHOF
RONALD LEE VANESSEN
JEFFREY SCOTT BURROW
DEZAREE MAREE SEEDS
Mayra Yadira Meza
Joseph Duane Laswell
Michael John Melo
LAKHWINDER SINGH
ALEJANDRO GARCIA-CAMPOS
JERARDO REYES CRUZ
JOEL KENNETH BALAM
JOHN VINSON HOGIN
Brandon James Karp
Japjit Perumalla
STANLEY KEITH HALL
SHERRY ANN AZEVEDO
DAVID GREGORY GODINEZ
ALEXANDER DAVID WINTER
KENNETH LIN DAMMEL
Samantha Smith-Carsey
Nancy Emilie Fuentes
Frank Alan Ahler
Moises Aguirre-Cabrera
GREGORY JAMES HOEKMAN
ZETH AARON WALTERS
ZACHARY G WALTERS
GEORGE WILLIAM WALTERS
STEVEN ANDREW SANCHEZ
Thuy T. Nguyen
JEFFERY ALEX MCKANNAY

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