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Best financial advisors in Weldon, CA

Registered advisers within 50 miles of Weldon, CA.

Offices
77
Firms
37
Combined AUM
$9.48T
Firm-wide filings, not assets booked only here
Clients
2.42M
2,415,318 clients when Item 5C has a number
Avg / client
$3.93M
Combined AUM ÷ clients

Nearby offices

Firms

WELLS FARGO CLEARING SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
WOODWARD DIVERSIFIED CAPITAL, LLC
HOWARD FINANCIAL
SIERRA CAPITAL MANAGEMENT
WORLD INVESTMENT ADVISORS, LLC
PARK AVENUE SECURITIES LLC
CHARLES SCHWAB & CO., INC.
U.S. BANCORP ADVISORS, LLC
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
APPLIED WEALTH MANAGEMENT
WEALTHTARGET INVESTMENT ADVISORS, LLC

Investors

JAY BERNARD ERICSSON
WALTER E. HERNANDEZ
JON ARTHUR SAMPSON
GARY JON SAMPSON
Blake EVAN Goehring
CHERYL TRAIL
CRAIG M HUFF
JANSSEN H CARR BARFIELD
NICHOLAS T AMSTUTZ
BRIAN DOUGLAS SELF
FREDDY JOAQUIN SOZA
TATE DOUGLAS WILLIAMSON
Brandon James Billings
BRADFORD L MCNAUGHTON
David M Wilson
DOUGLAS HARLEY AMSTUTZ
DONNA MARIE WEGMANN
Nicholas K Valos
Mario R Orellana
Jeffrey Richard Bell
Spencer Gumm
ELIZABETH ANN Cardenas
BEAU THOMAS WOODWARD
GABRIEL THOMAS WOODWARD
Caleb James Richmond
THOMAS DORSEY WOODWARD
LANCE RAYMOND HOWARD
Stanley SCOTT GARRISON
THOMAS DEAN MING
Ryne Alyn Fessler
LUKE MING
JEFFREY MALCOLM SCHWARTZ
ADAM HUNTER HOPKINS
LILIANA LOPEZ GARCIA
DAVID CHRISTOPHER SIPE
ANTON THOMAS PISKAC
JASVENDER SINGH GREWAL
Marisol R O'Neil
Oscar Javier Barbosa
Mai Thi Le
SALEM LUKE FAULKNER
Ivan Aguilar
DOMINIK YATES
SELENA PATRICE TEASLEY
AL J DOSS-CARTER
LAURENCE EDWARD MENNA
Crystal M Zazueta
Rico Orlando Gonzales

Within 50 miles of Weldon, CA, Best Investors lists 37 registered investment advisory firms with 77 offices nearby, managing about $9.48T in combined regulatory AUM across 2,415,318 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 Weldon

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM