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Best financial advisors in Wilton, CA

Registered advisers within 25 miles of Wilton, CA.

Offices
665
Firms
229
Combined AUM
$16.8T
Firm-wide filings, not assets booked only here
Clients
3.07M
3,070,133 clients when Item 5C has a number
Avg / client
$5.48M
Combined AUM ÷ clients

Nearby offices

Firms

STITES FINANCIAL CONSULTING
AWARD FINANCIAL GROUP
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
J.P. MORGAN SECURITIES LLC
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
HANSEN & ASSOCIATES FINANCIAL GROUP INC.
TRANSAMERICA FINANCIAL ADVISORS, LLC
EAGLE STRATEGIES LLC
STRATEGIC RETIREMENT ADVISORS, LLC

Investors

Kevin Andrew Stites
SHAWN DAVID STITES
BRENT ALLEN WARD
ELIZABETH SALDANA FESTEJO
Katie Lea Gilbeau
LINDA A FREELING
WALLY LUU
Julio Garcia Frias
JASDEEP SINGH CHEEMA
Ryan S Settle
BENNY CAESAR VALLEJO
Claudia L Seelbach
Zachary Burton Seelbach
JASON S CROWELL
THAC NGOC HOANG
TREVOR DAVID GLENN
Kyle Harlow
Wade Brendan Lokka
NICKIE TODD DALLY
Michael Jerome DePhilippis
RAMA SURYANARAYANA APPALLA
TU CHUONG NIEM
Snehalkumar Jagdishchandra Shah
DALE TADAO MIZUNO
Kelly Jean Shultz
Stephen Michael Machado
Frank Alexander Avila
BRENT GERALD MICK

Within 25 miles of Wilton, CA, Best Investors lists 229 registered investment advisory firms with 665 offices nearby, managing about $16.8T in combined regulatory AUM across 3,070,133 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 Wilton

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 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM