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Best financial advisors in Yountville, CA

Registered advisers within 25 miles of Yountville, CA.

Offices
321
Firms
112
Combined AUM
$11.2T
Firm-wide filings, not assets booked only here
Clients
2.43M
2,431,157 clients when Item 5C has a number
Avg / client
$4.61M
Combined AUM ÷ clients

Nearby offices

Firms

SONOMA BRANDS CAPITAL
EDWARD JONES
FERMATA ADVISORS
LPL FINANCIAL LLC
THE DELTA GROUP
WELLS FARGO CLEARING SERVICES, LLC
MUTUAL ADVISORS, LLC
MILLER, FLEMING & ASSOCIATES
MEYERS FINANCIAL SERVICES
PORTFOLIO MEDICS, LLC
ALLWORTH FINANCIAL, L.P.

Investors

Lindsey Stone
Mason Garth Moore
WILLIAM STEPHEN MURRAY
DAREN E BLONSKI
Mariam Sherilyn Saboori Shamlow
CHRISTOPHER DAVID SIPES
Zachary Paul
Shelby T Wirick
TERESA MARIE UPDEGRAFF
John Roderick Cowles
Peter A Stewart
Todd Stephen Gerber
JOSEPH J KLEIN
Matthew George Lightner
Edward Ryan Ganzon Bondoc
ERIC DREW DAHL
PATRICIA JEAN WILLIAMS
Peggy L Engel-Kent
James Thomas Wandzilak
James Dean Stein
Ian Simon Copple
Letizia Lily Veronese
Peter A Monteleone
Gary Carl Scott
NICOLE ALEXIS REYNOLDS
JOHN HOLLAND RINGGENBERG
TYLER HAYES HUNTER
GERLYNBEE MARTINEZ BUENCAMINO
DAVID CODD BOYDELL
GUY ANTHONY ANNAMANTHODO
Ariel Star Andrews-Nolan
LILLIAN MARIE MEYERS
Zachary Wagner
Christopher Severson
DANIEL THOMAS PRIBBLE
CONVEASNA OUCH
Hugh B Phillips
CHEYENNE GENE WALKER
JOSEPH ANTHONY TURFA
Efrain Acosta
TIFFANY W LAM-BALFOUR
DANIEL STERLING

Within 25 miles of Yountville, CA, Best Investors lists 112 registered investment advisory firms with 321 offices nearby, managing about $11.2T in combined regulatory AUM across 2,431,157 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 Yountville

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM