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Best financial advisors in Twin Peaks, CA

Registered advisers within 25 miles of Twin Peaks, CA.

Offices
272
Firms
80
Combined AUM
$11.7T
Firm-wide filings, not assets booked only here
Clients
2.50M
2,498,177 clients when Item 5C has a number
Avg / client
$4.69M
Combined AUM ÷ clients

Nearby offices

Firms

BROOKSTONE CAPITAL MANAGEMENT LLC
J.P. MORGAN SECURITIES LLC
U.S. BANCORP ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CITIGROUP GLOBAL MARKETS INC.
C FINANCIAL AND TAX ASSOCIATES
BEACON POINTE ADVISORS, LLC
PRIVATUS
LPL ENTERPRISE, LLC
PDE WEALTH ADVISORS, LLC
LEGACY INVESTMENT SERVICES, LLC

Investors

ROBERT OWEN RADFORD
Arturo Centeno
IDABEL BURGOS
Ivan Castaneda Valle
Fernando Jose Rosales
Thaddeus Adonis Howell
AMANDA RENEE SMITHBERG-URBAN
TAMIE LYNN LA TORRE
JOHN RANDALL SOWARD
ASHLEY NICOLE KLEIN
DOUGLAS WILSON GROVER
DON PETER STALKER
MOHAMMED MOUSTAFA EID
CHAD ERIC LEON
ART F CARDENAS
Andrew Carlson
Vi Tan Chan
Maria G Bermejo Gutierrez
Arturo Y Ramirez
Yuming Su
CECELIA WYNETTE FAIRFAX
PETER JOHN FALCONE
TODD LANCE DREYER
Roston Ted Willis
FREDERICK ROY HOFFMAN
NICHOLE MICHELLE DIAZ
NARRIMAN N SANCHEZ
MICHAEL THOMAS BAILEY
Dean Kerwin Dunbar
JAMIL DADA
DANIEL GARY FLORES
MARK ANTHONY BASILE

Within 25 miles of Twin Peaks, CA, Best Investors lists 80 registered investment advisory firms with 272 offices nearby, managing about $11.7T in combined regulatory AUM across 2,498,177 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 Twin Peaks

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM