Best financial advisors in Winton, CA

Registered advisers within 25 miles of Winton, CA.

Offices

30

Firms

16

Combined AUM

$5.54T

Firm-wide filings, not assets booked only here

Clients

468K

468,119 clients when Item 5C has a number

Avg / client

$11.8M

Combined AUM ÷ clients

Nearby offices

STATE FARM INVESTMENT MANAGEMENT CORP.

514 E Bellevue Rd
Atwater, CA 95301

STATE FARM INVESTMENT MANAGEMENT CORP.

240 E Yosemite Ave
Merced, CA 95340

AMERIPRISE FINANCIAL SERVICES, LLC

3172 COLLINS DR STE A
MERCED, CA 95348-3131

LPL FINANCIAL LLC

368 E YOSEMITE AVE STE 200
MERCED, CA 95340

EDWARD JONES

3381 G STREET SUITE C
MERCED, CA 95340-0964

PNC WEALTH MANAGEMENT LLC

3065 G STREET
MERCED, CA 95340

LPL FINANCIAL LLC

875 W 18TH STREET
MERCED, CA 95340

EDWARD JONES

1775 O STREET
MERCED, CA 95340-4620

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

710 W MAIN STREET
MERCED, CA 95340

LPL FINANCIAL LLC

104 PARK AVE., SUITE 1
MERCED, CA 95348

LPL FINANCIAL LLC

450 W 21ST ST STE 3
MERCED, CA 95340-3701

CETERA INVESTMENT ADVISERS LLC

5701-B EAST AVE
TURLOCK, CA 95380

12.1 miles away

EDWARD JONES

2098 East Canal Drive
TURLOCK, CA 95380

14.3 miles away

OSAIC WEALTH, INC.

600 EAST MAIN STREET SUITE 200
TURLOCK, CA 95380

15.1 miles away

INTEGRAL WEALTH MANAGEMENT

605 E MAIN STREET
TURLOCK, CA 95380

15.1 miles away

BERGER ASSET MANAGEMENT, INC.

701 EAST CANAL DRIVE
TURLOCK, CA 95380

15.1 miles away

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

501 E MAIN ST
TURLOCK, CA 95380

15.2 miles away

HILLBERG CAPITAL MANAGEMENT, LLC

415 MITCHELL AVENUE
TURLOCK, CA 95380-4041

15.3 miles away

HILLBERG CAPITAL MANAGEMENT, LLC

415 MITCHELL ST.
TURLOCK, CA 95380

15.3 miles away

AFS INVESTMENTS

200 N BROADWAY AVE, SUITE E
TURLOCK, CA 95380

15.4 miles away

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.

AMERIPRISE FINANCIAL SERVICES, LLC

LPL FINANCIAL LLC

PNC WEALTH MANAGEMENT LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CETERA INVESTMENT ADVISERS LLC

OSAIC WEALTH, INC.

INTEGRAL WEALTH MANAGEMENT

BERGER ASSET MANAGEMENT, INC.

HILLBERG CAPITAL MANAGEMENT, LLC

AFS INVESTMENTS

Investors

LETISHA MARIE MIRANDA

PETER Anthony PADILLA

CLINTON WESLEY MOORE

BRIAN JAMES GUDGEL

EDWARD FRANK MACHA

MELISSA DANIELLE FRAZIER

RONALD BRYAN EWING

Thomas Anthony Ochinero

DANIEL JOHN ZACHARIAS

SUZANNE HEATHER SMITH

David Norton Wood

Mark Anthony Vega Felix

BRYAN L. TURNBULL

James John Price

Alberto Escobedo

LYNNETTE MICHELLE MCGILL-KOEHN

JAMES ARTHUR HAYES

Jeron Jack Brown

CURTISS LEWIS DEOLIVEIRA

JODI ANN KARAMBELA

MICHAEL THOMAS ABRAM

Brooke Hill Gaither

MALLORY KOLE SISE

KEVIN RICHARD BERGER

DARNELL MATTHEW SIMMONS

ROBERT L HILLBERG

Within 25 miles of Winton, CA, Best Investors lists 16 registered investment advisory firms with 30 offices nearby, managing about $5.54T in combined regulatory AUM across 468,119 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 Winton

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

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 CITIGROUP GLOBAL MARKETS INC. 2,481 clients · 2,532 advisers $56.0B AUM