LPL Financial
39yrs
Top advisor by experience in Merced
Financial advisors in Merced, CA
Looking for a financial advisor in Merced, CA? We list 23 advisors with offices here. Compare their experience, how their firms work, and how to reach them, then use our interview guide to find the right fit.
23Advisors with offices here
12Median years of experience
0%At fee-only firms
7Firms represented
Largest firms here: LPL Financial (12), Ameriprise Financial Services (4), Edward Jones (3).
Nearby: Atwater, Chowchilla.
State Farm Investment Management
26yrs
Top 9% by experience in Merced
LPL Financial
26yrs
Top 13% by experience in Merced
Thrivent Investment Management
25yrs
Top 12% by experience at Thrivent Investment Management
LPL Financial
20yrs
Top 22% by experience in Merced
LPL Financial
19yrs
More experience than 74% of advisors in Merced
LPL Financial
19yrs
More experience than 65% of advisors in Merced
LPL Financial
19yrs
More experience than 65% of advisors in Merced
LPL Financial
18yrs
More experience than 61% of advisors in Merced
PNC Wealth Management
17yrs
More experience than 57% of advisors in Merced
LPL Financial
17yrs
More experience than 55% of advisors nationwide
Ameriprise Financial Services
12yrs
12 years in the industry
LPL Financial
12yrs
12 years in the industry
Ameriprise Financial Services
11yrs
11 years in the industry
LPL Financial
11yrs
11 years in the industry
Edward Jones
9yrs
9 years in the industry
Edward Jones
8yrs
8 years in the industry
LPL Financial
7yrs
7 years in the industry
LPL Financial
6yrs
6 years in the industry
Ameriprise Financial Services
3yrs
3 years in the industry
Edward Jones
3yrs
3 years in the industry
Ameriprise Financial Services
3yrs
3 years in the industry
Merrill
2yrs
2 years in the industry
Before you reach out
Start hereHow to choose a financial advisorA calm, five-step path from “I think I need help” to “I found the right person.”
HiringHow to interview a financial advisor: 15 questions to askBring these to every first meeting and compare the answers side by side.
HiringYour first meeting with an advisor: what to bringA little preparation turns a polite chat into a genuinely useful conversation.