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Best financial advisors in California, PA

Registered advisers within 25 miles of California, PA.

Offices
253
Firms
90
Combined AUM
$13.8T
Firm-wide filings, not assets booked only here
Clients
2.74M
2,743,541 clients when Item 5C has a number
Avg / client
$5.02M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
CITIZENS SECURITIES, INC.
PNC WEALTH MANAGEMENT LLC
BOATMAN WEALTH MANAGEMENT, LLC
LPL FINANCIAL LLC
KEY INVESTMENT SERVICES LLC
LPL ENTERPRISE, LLC
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
UNITED BROKERAGE SERVICES, INC
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC WEALTH, INC.
JANNEY MONTGOMERY SCOTT LLC

Investors

James Alan Gwyer
Michael Kanalis
Chad Michael Novotney
WILLIAM H HECKLICK
LISA HEGYES
DANIEL ODONNELL
GARY WILLIAM BOATMAN
CARLY J JENKINS
LUKAS Richard GOEHRING
HAYDEN MCCALL PASCOE
Mason Charles Pascoe
Daniel Lee Sickelsmith
TODD EDWARD LOYAL
TIFFANY R. GUITTAP
NATHAN JAMES FERGUSON
LAUREN ELIZABETH YOHMAN
Derek A Murray
MARK ANDREW KOVACS
MELODY ANN COLE
LAURA JEAN WILLIAMS
John F Coleman
JEFFREY DANIEL COSTELNOCK
LISA MICHELLE RITSKO
TIMOTHY R BROWN
CHRISTOPHER JOSEPH FILICKY
Michael Stephen Tetteris
Angela R Danko
Kristin Bernard
MELISSA JEANINE HERRON
GEREMY LEE HOOVER
MICHAEL JON BUDINSKY
TIMOTHY JOSEPH SEPSI
EDWARD DANTE CAPUZZI
JOSHUA EDWARD MEYER

Within 25 miles of California, PA, Best Investors lists 90 registered investment advisory firms with 253 offices nearby, managing about $13.8T in combined regulatory AUM across 2,743,541 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 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 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM