Best Investors Account Sign in

Best financial advisors in VAFB, CA

Registered advisers within 25 miles of VAFB, CA.

Offices
36
Firms
20
Combined AUM
$7.83T
Firm-wide filings, not assets booked only here
Clients
1.22M
1,220,582 clients when Item 5C has a number
Avg / client
$6.42M
Combined AUM ÷ clients

Nearby offices

Firms

GOLDEN STATE WEALTH MANAGEMENT, LLC
BENEDETTI FINANCIAL, INC.
MONARCH WEALTH STRATEGIES
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EDWARD JONES
FIRST COMMAND ADVISORY SERVICES
WELLS FARGO CLEARING SERVICES, LLC
FINANCIAL TELESIS COMPANY

Investors

DAVID M OGDEN
ROBERT ALAN OGDEN
TRENT JOSEPH BENEDETTI
CHRISTIE L BENEDETTI
IRENE THERESE TIMMONS
BRUCE ALAN ALTHEIDE
Juan Forcado
SETH WHEATLEY OLLICE
DONNA LYNN RANDOLPH
Loren James Grabau
Elisa Selene Gomez
Carlos Alfredo Zepeda
Iran Yadira Zaranda Velazquez
Fernando Gonzalez Sanchez
Eric Joseph Bravo
Abby Marie Bierschbach
Steven M Felton
BERENICE DIAZ GARCIA
JEFF RICHARD KOESTER
JEFFREY WILLIAM LITTLE
Christen Andrew Nielsen
KELSEY CHRISTOPHER BENGOA

Within 25 miles of VAFB, CA, Best Investors lists 20 registered investment advisory firms with 36 offices nearby, managing about $7.83T in combined regulatory AUM across 1,220,582 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 VAFB

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM