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Best financial advisors in UNIT 616, CA

Registered advisers within 25 miles of UNIT 616, CA.

Offices
1
Firms
1
Combined AUM
$69.0M
Firm-wide filings, not assets booked only here
Clients
40
40 clients when Item 5C has a number
Avg / client
$1.73M
Combined AUM ÷ clients

Nearby offices

Firms

MARATHON FINANCIAL ADVISORS

Investors

MATTHEW MICHAEL JOHNSON

Within 25 miles of UNIT 616, CA, Best Investors lists 1 registered investment advisory firm with 1 office nearby, managing about $69.0M in combined regulatory AUM across 40 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 UNIT 616

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MARATHON FINANCIAL ADVISORS 40 clients · 2 advisers $69.0M AUM