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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

SELBY WEALTH MANAGEMENT
AEQUIM ALTERNATIVE INVESTMENTS LP
RELEVANT WEALTH ADVISORS, LLC
VIOLICH CAPITAL MANAGEMENT
UBS FINANCIAL SERVICES INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
DECKER RETIREMENT PLANNING INC.
ROBERT W. BAIRD & CO. INCORPORATED
BAYHUNT CAPITAL LLC
BOLDIN ADVISORS
URBAN INVESTMENT ADVISORS
COMMONWEALTH FINANCIAL NETWORK
J.P. MORGAN SECURITIES LLC
LPL FINANCIAL LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CAPITAL F PARTNERS, LLC
ALAMBIC INVESTMENT MANAGEMENT, L.P.

Investors

JOSEPH ALBERT WELLS
ROBERT JOHN WELLS
DANIEL KEITH BEATTY
JUSTIN DALE BURT
HALDO CABRERA
BRUCE JON RAABE
SERGIO GUTIERREZ CAMPOS
Abigail Sage Parker
JOHN TRACY PRUESS
Aaron Igel
DOUGLAS WILSON ROBBINS
ALEXANDER JOSEPH TAFT
STEPHANIE WAI YI WONG
JASON STEPHEN CHEU
ADAM JAN SLOWIK
Kathryn Lynes Kinser
KYLE N PATRICK
Robert Warren
sandra j griffin
JOHN JOSEPH D'AMICO
James NEWLANDS Patrick
JOHN RAMSDELL LUCAS
JASON MARTIN SCHLESINGER
MARCUS CHRISTIAN FAGERSTEN
SUZETTE CLARIZA CALLEJO
Christopher Donald Burke
CHRISTOPHER JAMES CLIFFORD
JONATHAN DAVID THOMPSON
RACHEL E ABDEL-HAMID
Mark Caubo
Leonard P Tallerico
ELIZABETH ANN MURPHY-JINICH
RACE KARL STOWELL
William Alfred Glenn
Reno LAWRENCE Petrini
GLORIA ELEONORA MONTESINOS
John Riley
Thomas NELSON Rickey
DAVID SWARTZ
BORISS BIKOSVILI
Kristen Race Lybrand
Benjamin Miller Garrison
Riley Joseph Gabriel-Lee
Jason Richard Byrd
Brian S Macdonald
CHARLES JOHN TERRAZAS
Sean M Reilly
MATTHEW Sam MAYER
NINA J GABRIEL
ELIZABETH HILDRETH GROH
ANDREW JAY MAYER
Kent Matson
Cynthia J Morris
Bradley Thomas Geddes
JOHNATHAN LLOYD FITZGIBBONS
DAVID L CAILLIER
NICOLLE WRIGHT HUDACHEK
ADAM WILLIAM WHITE
ALEXANDER SCOTT CUSHNER
Matthew Daniel McCoy
DENNIS M BRAWLEY
LYNDON BRUCE LORENZ
Brianna Mieko Black
STEPHEN ELIOT CHEN
ANDREW HOUSTON BARTON
Ross Edward Dugas
Adam Wilkins
EDWARD GREGORY WILLIAMS
Susan Carrie Leonard
CANDICE MICHELLE JONES
JEFFREY GUY STOFFER
shilu shrestha
Ann Chen
Jeff M Loventhal
Leon T Worthy
Douglas Nisen
Yudith Lizeth Macedo Jimenez
Ryan Stephen Leonard
SIULIENG CHEA-JEREZ
BROCK ROMERO SCIGLIANO
ADAM RUSSELL TRAGANZA
EDWARD JOSEPH BUSTAMANTE
BRUCE STEVEN TERRY
MICHAEL J CALVELLI
Samuel Edward Westermann
David E Siegel
Stacy Ann Wells

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