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Best financial advisors in Tupman, CA

Registered advisers within 25 miles of Tupman, CA.

Offices
70
Firms
35
Combined AUM
$9.43T
Firm-wide filings, not assets booked only here
Clients
2.41M
2,409,453 clients when Item 5C has a number
Avg / client
$3.92M
Combined AUM ÷ clients

Nearby offices

Firms

BARNES WEALTH MANAGEMENT GROUP
WELLS FARGO CLEARING SERVICES, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
MML INVESTORS SERVICES, LLC
PRINCIPAL SECURITIES, INC.
COMMONWEALTH FINANCIAL NETWORK
VALMARK ADVISERS, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
MESTMAKER & PETREY WEALTH ADVISORS
THRIVENT INVESTMENT MANAGEMENT INC.

Investors

SCOTT C BARKS
DANI MICHELLE O'DONNELL
Adam Duhaime Mackall
RONALD JULIUS CHURCH
STEVEN ALLEN BARNES
RODNEY SCOTT PALMER
Trevor Daniel Hedge
PETER JOHN WOLLESEN
ELIZABETH CARRILLO
FRANK J COLATRUGLIO
MONICA CATHLEEN BANDUCCI
JAMES EDMOND CHURCH
BARTON L BUSSELL
GARETT JAMES COLATRUGLIO
JOHN FREDERICK BUSH
DAVID DWAYNE WESTERFELD
JAY BERNARD ERICSSON
WALTER E. HERNANDEZ
JON ARTHUR SAMPSON
GARY JON SAMPSON
RONALD DAVID YOUNG
RICK L SCOTT
Michael Anthony Arvizu
Bobby Allen Stewart
RICARDO YANEZ
JOHN CARTER PIPER
SON DUY LE
DENNIS DOYLE HAMILTON
Jason Boyd
RUPERT B GREGORIO
Cutter Brice Amos
RENANTE BAGAIN CADIZ
ERIK POHLS DULLENKOPF
JOSEPH ANTHONY TROVATO
Tate Dean Trovato
Guillermo Alejandro Rivas Flores
LAURA CHRISTINE HACKER
SALOMON BRITO
ISAIAS MARTINEZ RUIZ
SALVADOR JIMENEZ
Richard Carlos Valenzuela
JEFFREY KAPRAL MESTMAKER
DANIEL PATRICK PETREY
HEIDI DENISE CANET
MIKEL ARTHUR ALEXANDER
TERRAM OTT CORNELIUS
JEREMY DANIEL SCHEIDLE
CRAIG STEPHEN MAYTUBBY

Within 25 miles of Tupman, CA, Best Investors lists 35 registered investment advisory firms with 70 offices nearby, managing about $9.43T in combined regulatory AUM across 2,409,453 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 Tupman

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B 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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM