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Best financial advisors in Valley Springs, CA

Registered advisers within 25 miles of Valley Springs, CA.

Offices
48
Firms
26
Combined AUM
$6.13T
Firm-wide filings, not assets booked only here
Clients
583K
582,707 clients when Item 5C has a number
Avg / client
$10.5M
Combined AUM ÷ clients

Nearby offices

Firms

DESERT ROSE CAPITAL MANAGEMENT, INC.
BROOKSTONE CAPITAL MANAGEMENT LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
APS INVESTMENT MANAGEMENT GROUP
EDWARD JONES
WEALTHCARE ASSET MANAGEMENT, LLC
WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
STITES FINANCIAL CONSULTING
CETERA INVESTMENT ADVISERS LLC
COMMONWEALTH FINANCIAL NETWORK
OSAIC WEALTH, INC.
INDEPENDENT FINANCIAL GROUP, LLC
ASPIRE ADVISORY SERVICES

Investors

Drew M. McCurdy
WILLIAM MARK PETERSON
CHANDRA LEANN USELTON
RYAN FREDERICK SHORTRIDGE
KEVIN ZACHARY KRAFT
Timothy M Knittel
Danelle Ruth Dix
RONALD ANTHONY ROBERTS
GILBERT VALTIERRA
Joshua Aubrey Knittel
STEVEN CRAIG HAYWARD
Mauricio Cisneros
Timothy Scott Oskey
Sarah L Oskey
DONNA MARIE STEVENSON
Kevin Andrew Stites
SHAWN DAVID STITES
Brian Vincent Fox
SABRINA ISABELLA JULIAN
John Krutsinger
Jaime Jennifer Dowell
Randall Jon Ehle
Carrin L Blyth
MICHAEL JOHN MCCAY
Charles Immekus
DALE JEROME IMMEKUS
DAVID ALLEN WORCESTER

Within 25 miles of Valley Springs, CA, Best Investors lists 26 registered investment advisory firms with 48 offices nearby, managing about $6.13T in combined regulatory AUM across 582,707 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 Valley Springs

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

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM