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Best financial advisors in Vallejo, CA

Registered advisers within 25 miles of Vallejo, CA.

Offices
890
Firms
451
Combined AUM
$16.8T
Firm-wide filings, not assets booked only here
Clients
3.34M
3,336,935 clients when Item 5C has a number
Avg / client
$5.02M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES & ASSOCIATES, INC.
MERITAS WEALTH MANAGEMENT, LLC
REDWOOD GROVE WEALTH MANAGEMENT
EDELMAN FINANCIAL ENGINES
WELLS FARGO CLEARING SERVICES, LLC
FREESTYLE CAPITAL MANAGEMENT, LLC
BRAVE CAPITAL MANAGEMENT LLC
SPECTRUM FINANCIAL MANAGEMENT
MARINER
J.P. MORGAN SECURITIES LLC
LPL ENTERPRISE, LLC
MISSION WEALTH MANAGEMENT, LP
AMERIPRISE FINANCIAL SERVICES, LLC
CITIGROUP GLOBAL MARKETS INC.
HARBORLIGHT INVESTMENTS, LLC
FARMERS ASSET MANAGEMENT, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

JUSTIN TREVOR ADAMS
MARK JOEL RUBIN
SHANNON KUYKENDALL BENNETT
LEE MICHAEL COHEN
LENA MARIE TROTTER BEASLEY
MICHAEL TAKEO ARIYOSHI
MELINDA ANN FISHEL
BRETT ADAM GOLDSTEIN
KENNETH CHARLES GOTT
Jacqueline Kendall Remar
GREGG ERIC CLARKE
TIFFANI RAE CLARKE
Jennifer Shirley Arbini Bahi
Cristi Marie Tanner
TANYA KOREEN STEINHOFER
DANIEL CURTIS TRIPP
CAMERON OTT
Katherine Ann Creed
DIEGO ALEJANDRO ALVAREZ
PAMELA ANN DEMARCO
Lauren Ashley Friedlander
BRENDA SUE FRIEDLANDER
Samuel Vasquez Gaeta
Brianna Nicole Hasbrook
Salomon Cazares
Alejandro Saavedra
Sylvana Youssef
HISASHI SANO
KUANG SIV TE
JOYCE LEA FRANKLIN
JAMES WILLIAM AGRUSA
DANTE ROBERT CIONI
Michael Allen Fredrick
HUIMIN Judy JIANG
CHRISTOPHER VINCENT SHEEHY
JASON ERROL DRAUT
William Beyer
Qui Hoa Hua
Jonathan Perez
Nicholas Knudsen
Di Wu
ERIC CHAN
RAJ ALAGAPPAN NATARAJAN
ROLANDO AGUIRRE SAPANTAY
Wenjun Luo

Within 25 miles of Vallejo, CA, Best Investors lists 451 registered investment advisory firms with 890 offices nearby, managing about $16.8T in combined regulatory AUM across 3,336,935 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 Vallejo

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