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Best financial advisors in Wilmington, CA

Registered advisers within 25 miles of Wilmington, CA.

Offices
2,696
Firms
1,182
Combined AUM
$30.2T
Firm-wide filings, not assets booked only here
Clients
3.52M
3,517,001 clients when Item 5C has a number
Avg / client
$8.58M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
ONEAMERICA SECURITIES, INC.
OSAIC WEALTH, INC.
WELLS FARGO CLEARING SERVICES, LLC
PLANMEMBER SECURITIES CORPORATION
U.S. BANCORP ADVISORS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CETERA INVESTMENT ADVISERS LLC
ALLSTATE FINANCIAL ADVISORS, LLC
LINDA A. WALKER, CFP

Investors

Darwin L. Juarez
Jose Guadalupe Leon
PATRICIA ALISON FLEMING
JOSEPH SARKISIAN
DAVE JOE ONDO
Ryan Naki
IVAN ARZATE
GREGORY PHILIP FONG
ERIC LAMAS
Arthur Blakey
Luis J. Arzate
Miguel Lazarte
MICHAEL JOHN PERRY
Michael Richard McCallister
RICHARD THOMAS MCCALLISTER
Maria Guadalupe Carvajal
James Ryo Nagahiro
Ronald Grimm
Jose Daniel Claudio
CARY ELBERT SCHULTZ
PHILIP JOHN CALIFANO
Alexis Danniel Muro
JENNIFER ANN GIACALONE
DEANNA MICHELLE GAUSSA
MICHAEL SCOTT NEVINS
CRISTIAN Y AMAYA-MARTINEZ
REBECCA SCHEIER DREYER
JESSICA R PASCO
DORA MARIA PASCO
LINDA ANN WALKER

Within 25 miles of Wilmington, CA, Best Investors lists 1,182 registered investment advisory firms with 2,696 offices nearby, managing about $30.2T in combined regulatory AUM across 3,517,001 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 Wilmington

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 CAPITAL RESEARCH AND MANAGEMENT COMPANY 134 clients $3.75T AUM 2 PACIFIC INVESTMENT MANAGEMENT COMPANY LLC 5 clients $3.67T AUM 3 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 4 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 5 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 6 DIMENSIONAL FUND ADVISORS LP 3 clients · 269 advisers $1.02T AUM 7 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 8 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM