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Best financial advisors in Viola, CA

Registered advisers within 25 miles of Viola, CA.

Offices
22
Firms
13
Combined AUM
$2.28T
Firm-wide filings, not assets booked only here
Clients
245K
244,926 clients when Item 5C has a number
Avg / client
$9.32M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

NEIL ALEX CHRISTIE
Tate Thomas Lahey

Within 25 miles of Viola, CA, Best Investors lists 13 registered investment advisory firms with 22 offices nearby, managing about $2.28T in combined regulatory AUM across 244,926 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 Viola

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

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 4 PRIVATE ADVISOR GROUP, LLC 1,033 clients · 854 advisers $44.3B AUM 5 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 6 U.S. BANCORP ADVISORS, LLC 1,207 advisers $1.80B AUM 7 RUBICON ADVISORS 11 advisers $421M AUM 8 BRIGHT LAKE WEALTH MANAGEMENT, LLC 6 advisers $104M AUM