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Best financial advisors in Yuba City, CA

Registered advisers within 25 miles of Yuba City, CA.

Offices
180
Firms
61
Combined AUM
$11.3T
Firm-wide filings, not assets booked only here
Clients
2.47M
2,470,134 clients when Item 5C has a number
Avg / client
$4.56M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
ALLWORTH FINANCIAL, L.P.
FULL FOCUS CAPITAL MANAGEMENT
EAGLE STRATEGIES LLC
OSAIC WEALTH, INC.
J.P. MORGAN SECURITIES LLC
GOLDEN STATE WEALTH MANAGEMENT, LLC
COMMONWEALTH FINANCIAL NETWORK

Investors

SUSAN PATRICIA Shaw
Diane Elizabeth Warnock
TIFFANY D HOWLAND
Thomas Bradley Willoughby
Norma Durfee
CALEB MORRIS
Michael Pettit
Kayleen Sue Willoughby
Karen Kam
Angelo J Miller
Houston W Taylor
Allyson Grace Reines
ROBERT COLLINS RYAN
Justin Tyler Burrow
Brenda Upton
SHAUN MICHAEL CLEARWATER
SEAN AARON ANDERSEN
TAMARA DONEL PERRIN-PREUS
Heather Ann Hirschensohn
Steven Paul Olin
Benjamin Michael Geyer
TITUS DANIEL GARRETT
DAVID CARL BEHR
ROBERT THOMAS REED
Johnny Alfonso Ceballos
David L Tarke
Sunil Tumber
Thaddeus Michael Eubanks
MATTHEW LOUIS DEBIASE
EVAN RILEY PUGH

Within 25 miles of Yuba City, CA, Best Investors lists 61 registered investment advisory firms with 180 offices nearby, managing about $11.3T in combined regulatory AUM across 2,470,134 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 Yuba City

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T 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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM