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Best financial advisors in Windsor, CA

Registered advisers within 25 miles of Windsor, CA.

Offices
214
Firms
93
Combined AUM
$10.0T
Firm-wide filings, not assets booked only here
Clients
2.41M
2,410,612 clients when Item 5C has a number
Avg / client
$4.15M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
NORTH COAST ASSET MANAGEMENT, INC.
L CAPITAL, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
RB CAPITAL MANAGEMENT, LLC
EDWARD JONES
INDEPENDENT FINANCIAL GROUP, LLC
JDH WEALTH MANAGEMENT, LLC
COMMONWEALTH FINANCIAL NETWORK
MILES BROWN ASSET MANAGEMENT
AE WEALTH MANAGEMENT, LLC
LPL FINANCIAL LLC
MORGAN STANLEY
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CALDWELL SUTTER CAPITAL, INC.
WELLS FARGO CLEARING SERVICES, LLC
MORK CAPITAL MANAGEMENT

Investors

RICHARD STANLEY REBELLO
Miguel Alfaro
BRANDON RAY BUCHEISTER
RENEE SUZANNE HYDE
BENJAMIN R STEWART
JUSTIN MICHAEL SLOAN
Daniel Adam Myers
Richard Soennichsen
MATTHEW JAMES DELANEY
Benjamin Alan Turner
KELLY A SORIA
Alexander Clark
JANET GRANTZ HART
Paul Kramer
Dylan James Evans
SHARON BETH EVANS
JACOB JOHN BRODT
JAMES BERNARD BERTERO
MICHAEL KEVIN MOBERLY
STEPHEN LORAN SMITH
JENNIFER LEE KNAPP
MATTHEW JOSEPH VEAL
MATTHEW MARK DAVIS
JEFFREY DONALD OLE GOSPE
PAMELA LYNN KEZER
Blake Schmidt
Fabiano Gomes
MARIA LOURDES de Lourdes ECHAIDE
Bethany J Flint
LIANNE S SUSSMAN
BETH BROOMHEAD WYATT
PETER J MADISON
CULLEY WAYNE CASEY
TODD OLIVER AU
KYLE BRYANT STELLING
EDEN GWYNNE WILLIAMS
AARON M. BLUM
GREGORY D CHO
TAWNY LEE BRITTON
REBECCA LYNNE LATTIMORE
DARRIN LEE DONNELLY
CHAMPHANG WOLFARD
Ronnie F Fuiava
AMANDA J MAUER
Manotham Ward
Daniel S Rosaschi
ERICA MINOR
SARA ELIZABETH CASSIDY
Natalie A Castello
TONI JO SPROUSE
BRENDA JEAN ELL
NICHOLAS Andrew MENDELSON
TANYA DENISE HOSNER
Jackson Yates
Yahaira Martinez Sanchez
Fiona E Domergue
BRIANNA Marie O'KEEFE
DEEPINDER SEKHON
MICHAEL JAMES REID
CRAIG RANDAL FRANKLIN
ERIN ELIZABETH RAY
ERNEST RYAN DUNLAP
ANNA MARIE GUYER
Kristen Rebecca Kaczmark
ANTHONY L PARMISANO
Deidre Austin McAloon
THOMAS PETER MORRIS
ANDREW RALPH AVILES
Daniel Jay Johnson
Sampuran N Sekhon
Zachary a Hirsekorn
STEPHEN DAMON JANG
NICOLE L MERCHAIN
LAURA ANN PEDRONCELLI
Gregory Joseph Harder
Gemma S Secoquian-Wu
JOSHUA FRANK CLAY
ISSA MARWAN MUSALLAM
JULIO ENRIQUE DELGADO-PEREZ
EHSAN GORJIZADEH
JUANA GABRIELA TREJO CERVANTES
SALLYEANN BRALLIER
DESIREE DAWN BUNCH
AMON ALBERT ALLAHYARI
John Myongkyun Im
SEAN ROBERT PRYDEN
RYAN ANTHONY LOTSPEICH
KEITH TUAN NGUYEN
ELIZABETH ANN FORD
ANBER SALEEM
MARK ALLEN REED
GENARO FERNANDEZ
MICHAEL STEVEN COWLEY
Brenzel W Guillory
CHRISTOPHER ROBERT WADDILL
EDWIN CHRISTOPHER ASCENCIO
WILLIAM ROBERT BUCKLEY
ANDREW JAMES WEBER
JORDON MICHAEL WILLIAMS
JOHN HOLLAND RINGGENBERG
JEFFREY NGO
ALVARO ANTONIO PULIDO
ANDREW THOMAS WHITTAKER
CHRISTOPHER LEE GOFF
TYLER HAYES HUNTER
CHERYL ANN MURPHY
Sherif Abdel-Hamid
SHAAN RAJA
KHOI DINH VU
JASON ALLEN MEINERDING
JUAN FRANSISCO FLORES
OAEZA KHATU PATHAN
DIANA G VAN WINDEN
KEVIN ANDREW JAGGIE
THOMAS CRAIG MEYER
SAMANTHA LEWINS

Within 25 miles of Windsor, CA, Best Investors lists 93 registered investment advisory firms with 214 offices nearby, managing about $10.0T in combined regulatory AUM across 2,410,612 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 Windsor

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