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Best financial advisors in Weimar, CA

Registered advisers within 25 miles of Weimar, CA.

Offices
277
Firms
123
Combined AUM
$13.5T
Firm-wide filings, not assets booked only here
Clients
3.05M
3,045,501 clients when Item 5C has a number
Avg / client
$4.44M
Combined AUM ÷ clients

Nearby offices

Firms

WELLS FARGO CLEARING SERVICES, LLC
INNOVATIVE FINANCIAL ADVISORS, LLC
PRIVATE ADVISOR GROUP, LLC
LPL FINANCIAL LLC
EDWARD JONES
GROWTH FACTORY VENTURES, LLC
ROSEMAN WAGNER WEALTH MANAGEMENT
KOLB WEALTH MANAGEMENT, LLC
OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
LEGACY WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC

Investors

MICHAEL ANTHONY CORBELLA
PATRICK DIFUNTORUM
BRIAN DAVID BRECKENRIDGE
JEFFREY A SCHNOEBELEN
STEVEN FREDERICK RAU
Mark Olin Schumacher
AARON JOHN WAGNER
Michael Adam Di Dio
SCOTT PATRICK ROSEMAN
Sara M. Wise
Peter Cameron McDonald
Jeffrey Warren Sinclair
ROBERT STEVEN KOLB
Braden Ralph Kolb
DAVID JAMES HARTMAN
ROBERT SCOTT YUILL
NICHOLAS RAFAT ALAFRANJI
JOHN PIERRE CARLSEN
James Bowman
Jason Sterling Friese
Victoria M Hunt
SHOAIB SARWAR
FORREST JAMES MACNEIL
Dareth C Luna
Sara Evans
Juan Vargas
Richard Dustin MacFarlane
Dustin Roy Brooks
Heidi Headington
Yasmine K El-Badewi
Thaddius J Leavens
KIMBERLY B OGDEN
RICHARD NELSON

Within 25 miles of Weimar, CA, Best Investors lists 123 registered investment advisory firms with 277 offices nearby, managing about $13.5T in combined regulatory AUM across 3,045,501 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 Weimar

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