Best Investors Account Sign in

Best financial advisors in California, MD

Registered advisers within 25 miles of California, MD.

Offices
32
Firms
15
Combined AUM
$2.89T
Firm-wide filings, not assets booked only here
Clients
691K
691,420 clients when Item 5C has a number
Avg / client
$4.18M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
HORNOR, TOWNSEND & KENT, LLC
CETERA INVESTMENT ADVISERS LLC
NAVY FEDERAL INVESTMENT SERVICES, LLC
FIRST COMMAND ADVISORY SERVICES
FOUNTAINHEAD FIDUCIARY, LLC
LPL FINANCIAL LLC
RETIREMENT MANAGEMENT SYSTEMS

Investors

David Mcguire Smith
Joan Valerie Smith
Carrie Anne Kelly
Theodore James Secor
Jeffrey L Linger
TAMMY LEE GLADSTONE
COLLEEN SUZETTE BLUNDELL
MARY KATHLEEN SULICK
Sabrina Prescott Lee
Annmarie K Trombino
Laura Ann Hyatt
William Conrad Reuter
Ryan Christopher Palmieri
BENJAMIN PAUL BARBOUR
ANDREW DUNBAR
PAUL John AUBIN
Troy Grimes
Lisa Marie Grimes
Sean Evan McGuire
Sarah LeAnne Weems
Christie L Agamaite
JOHN MARTIN BLAMPHIN
Matthew Turner Scarborough
JOSEPH MICHAEL SCARBOROUGH
David McDonough
Michael Ernest Kelly
John S Loving
Casey Christine Styer
Elizabeth E Rockenbaugh
MICHAEL DENNIS PAXSON

Within 25 miles of California, MD, Best Investors lists 15 registered investment advisory firms with 32 offices nearby, managing about $2.89T in combined regulatory AUM across 691,420 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 California

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

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 4 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 6 TRUIST ADVISORY SERVICES, INC. 509 clients · 2,105 advisers $77.4B AUM 7 PNC WEALTH MANAGEMENT 1,226 advisers $30.3B AUM 8 FIRST COMMAND ADVISORY SERVICES 1,013 clients · 1,127 advisers $24.4B AUM