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Best financial advisors in Visalia, CA

Registered advisers within 25 miles of Visalia, CA.

Offices
75
Firms
37
Combined AUM
$9.82T
Firm-wide filings, not assets booked only here
Clients
1.50M
1,501,688 clients when Item 5C has a number
Avg / client
$6.54M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
OPTIMA CAPITAL LLC
PRINCIPAL SECURITIES, INC.
QUINLEY STEWARDSHIP LLC
PROSPERA FINANCIAL SERVICES, INC.
J.P. MORGAN SECURITIES LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
RAYMOND JAMES & ASSOCIATES, INC.
COMMONWEALTH FINANCIAL NETWORK
EQUITABLE ADVISORS, LLC
GILMAN HARRIS TRAVIOLI SLOVER ACCOUNTANCY CORPORATION
MOLANO WEALTH MANAGEMENT

Investors

PATRICK LAWRENCE SALAZAR
Kyle Brendan Harvey
DAVID JAMES VARTANIAN
KEVIN J WRIGHT
KEVIL SCOTT QUINLEY
THEODORE J GILL
MARINA RODRIGUEZ
Peter Norman Deluyker
David Sarkisian
Shaun Pedroncelli
MICHAEL WAIF HARRELL
MONICA LYNN PETERSON
James Anthony Haro Ruiz
BRETT ALAN SCHROEDER
Noah Garcia
Devon Taylor
BRIAN KENNETH NUNES
RYAN R PURKISS
KIMBERLY YUN CHOI-LINDLEY
GREGORY ALAN MORGAN
DARLIN RIVERA
JEFFREY CROOKSTON
Neal Benjamin Hickey
JAMES EUGENE WOHLFORD
Carin Elizabeth Barnes
ANEES AHMED AKHUND
JEREMY COMMERET
STEVEN J LEONI
KAREN Hughes
SHARON KAYE JANSMA
DAVID EDWARD MOLANO
James Payne

Within 25 miles of Visalia, CA, Best Investors lists 37 registered investment advisory firms with 75 offices nearby, managing about $9.82T in combined regulatory AUM across 1,501,688 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 Visalia

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 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM