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Best financial advisors in Tulare, CA

Registered advisers within 25 miles of Tulare, CA.

Offices
63
Firms
36
Combined AUM
$9.60T
Firm-wide filings, not assets booked only here
Clients
1.48M
1,479,309 clients when Item 5C has a number
Avg / client
$6.49M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PRINCIPAL SECURITIES, INC.
J.P. MORGAN SECURITIES LLC
QUINLEY STEWARDSHIP LLC
OPTIMA CAPITAL LLC
GILMAN HARRIS TRAVIOLI SLOVER ACCOUNTANCY CORPORATION
PROSPERA FINANCIAL SERVICES, INC.
STIFEL, NICOLAUS & COMPANY, INCORPORATED
LPL FINANCIAL LLC
COMMONWEALTH FINANCIAL NETWORK
EQUITABLE ADVISORS, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Investors

RENEE JEAN SOTO
Alexandra Macias Gonzalez
Rey David Mendez
BRYCE ANTHONY HARRIS
IGOR FERREIRA
CRAIG MATTHEW VEJVODA
Tim D Lippincott
KEVIL SCOTT QUINLEY
Kyle Brendan Harvey
PATRICK LAWRENCE SALAZAR
Noah Garcia
Devon Taylor
THEODORE J GILL
MARINA RODRIGUEZ
Peter Norman Deluyker
DAVID JAMES VARTANIAN
KEVIN J WRIGHT
MONICA LYNN PETERSON
James Anthony Haro Ruiz
BRETT ALAN SCHROEDER
BRIAN KENNETH NUNES
RYAN R PURKISS
KIMBERLY YUN CHOI-LINDLEY
Carin Elizabeth Barnes
ANEES AHMED AKHUND
STEVEN J LEONI
JEREMY COMMERET
KAREN Hughes
SHARON KAYE JANSMA
GREGORY ALAN MORGAN
DARLIN RIVERA
JEFFREY CROOKSTON

Within 25 miles of Tulare, CA, Best Investors lists 36 registered investment advisory firms with 63 offices nearby, managing about $9.60T in combined regulatory AUM across 1,479,309 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 Tulare

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