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Best financial advisors in Westley, CA

Registered advisers within 25 miles of Westley, CA.

Offices
108
Firms
48
Combined AUM
$9.73T
Firm-wide filings, not assets booked only here
Clients
1.37M
1,373,866 clients when Item 5C has a number
Avg / client
$7.08M
Combined AUM ÷ clients

Nearby offices

Firms

PRINCIPAL SECURITIES, INC.
EDWARD JONES
AMERICAN INVESTORS COMPANY
OSAIC WEALTH, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
FOUNDERS FINANCIAL SECURITIES LLC
J.P. MORGAN SECURITIES LLC
CITIGROUP GLOBAL MARKETS INC.
CRAWFORD FINANCIAL PLANNING & CONSULTING
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LUMINARY FINANCIAL PLANNING
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
PNC WEALTH MANAGEMENT LLC
WELLS FARGO CLEARING SERVICES, LLC

Investors

VICKY M JOHNSON
CORY ALAN KELLY
ANGELO MICHAEL GIANNOSA
MARK ALLAN KLEIDERLEIN
WILLIAM JAMES ROBINSON
Esaul Guerrero
DAVID ROE DERBY
GREGORY ALAN CROSBY
THAD ANTHONY ORTEZ
ROBERT CORY POWELL
ANDREW ROBERT LAMBERTSON
Vu Nguyen
GABRIELA DIAZ
GREGORY JASON CRAWFORD
Martin William Youmaran
Edgar E Tejeda Gonzalez
Shanelle I Winters
NICOLE E SEGHETTI
PAMELA ALENE SHELTON-ALLEN
Angela Maria Silva
Alexander Thomas Esco
AMIT A. PRASAD
STEVE HITOSHI TERANISHI
DORA TINA STEELEY
Mark T Seivert
Nicholas T Mori
STEVEN ANDREW HILL
ADAM JACK BAIN

Within 25 miles of Westley, CA, Best Investors lists 48 registered investment advisory firms with 108 offices nearby, managing about $9.73T in combined regulatory AUM across 1,373,866 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 Westley

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