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Best financial advisors in Traver, CA

Registered advisers within 25 miles of Traver, CA.

Offices
66
Firms
35
Combined AUM
$9.80T
Firm-wide filings, not assets booked only here
Clients
1.50M
1,500,813 clients when Item 5C has a number
Avg / client
$6.53M
Combined AUM ÷ clients

Nearby offices

Firms

GLOBAL RETIREMENT PARTNERS LLC
SOWELL MANAGEMENT
PASADENA PRIVATE WEALTH, LLC
AMERITAS ADVISORY SERVICES, LLC
LPL FINANCIAL LLC

Investors

BRAHM JACOB ROSSITER
MARCUS HIRO SASAKI
EDWARD RAYMOND FORAKER
Bryan Andrew Muth
Anthony Hunt
GARRETT HEATH GERMAN
ERIC DONOVAN STEVENS
Elizabeth E. Jacques
David L Ediger
Brenna M Bonillas
JESSICA ANN SHILLINGTON
Michael Clayton Young
AMANDA KONG PHIMMACHACK

Within 25 miles of Traver, CA, Best Investors lists 35 registered investment advisory firms with 66 offices nearby, managing about $9.80T in combined regulatory AUM across 1,500,813 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 Traver

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