Best Investors Account Sign in

Best financial advisors in Volcano, CA

Registered advisers within 25 miles of Volcano, CA.

Offices
37
Firms
20
Combined AUM
$3.85T
Firm-wide filings, not assets booked only here
Clients
829K
829,077 clients when Item 5C has a number
Avg / client
$4.65M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
FAULKNER FINANCIAL PLANNING, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC WEALTH, INC.
LANE FLORENCE, LLC
LPL FINANCIAL LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
WELLS FARGO CLEARING SERVICES, LLC
DESERT ROSE CAPITAL MANAGEMENT, INC.
MP3 FINANCE LLC
5 TALENTS ADVISORS, INC
CETERA INVESTMENT ADVISERS LLC
COMMONWEALTH FINANCIAL NETWORK

Investors

James Bowman
Jason Sterling Friese
Victoria M Hunt
Jeffrey Allan Wood
Joshua Fournier
KATHLEEN MARIE FAULKNER
JAMES DANIEL SNEAD
CORBIN JAMES WEATHERBY
NATHAN TUTTLE
RUSSELL ALAN BEAL
JOHN TAYLOR
BENJAMIN ROBERT YOUNG
LACEY MICHELE YOUNG
ANTONIO JACOB DIMATTEO
David Robert Stoddard
Maximilian C Callaghan
JOHN DALE LANE
ALBERT SONGNAM HUYNH
Drew M. McCurdy
William Raymond Maynard
Matthew Allen Pederson
GENE AUSTIN TABB
Jayson Hans Jay
Brian Vincent Fox
SABRINA ISABELLA JULIAN
John Krutsinger
Jaime Jennifer Dowell
Randall Jon Ehle
Carrin L Blyth

Within 25 miles of Volcano, CA, Best Investors lists 20 registered investment advisory firms with 37 offices nearby, managing about $3.85T in combined regulatory AUM across 829,077 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 Volcano

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 7 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 8 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM