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Best financial advisors in Alhambra, CA

Registered advisers within 25 miles of Alhambra, CA.

Offices
2,831
Firms
1,185
Combined AUM
$27.7T
Firm-wide filings, not assets booked only here
Clients
3.72M
3,724,155 clients when Item 5C has a number
Avg / client
$7.44M
Combined AUM ÷ clients

Nearby offices

Firms

CENTER15 CAPITAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
INTEGRITY INVESTMENT PORTFOLIOS LLC
OSAIC WEALTH, INC.
U.S. BANCORP ADVISORS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
MARBLE PARTNERS, LLC
MDW CAPITAL MANAGEMENT CORP.
MADISON AVENUE SECURITIES, LLC
WELLS FARGO CLEARING SERVICES, LLC
J.P. MORGAN SECURITIES LLC
MACRO ADVISORS, LLC
CRIT VENTURES
EQUITABLE ADVISORS, LLC

Investors

PABLO ELIZARDO SANCHEZ
WITT MCDEE
MATTHEW KEVIN FLYNN
Tyler Wong
TIMOTHY DONALD WONG
Stephen Huang
Lu Chen
Dominic Waechter
LEISHA EMETTE WILLIS
MIRA MAMDOH ABAS
NERY OSBALDO LEMUS
SAMANEH YOUSEFZADEH
CESAR ANTHONY BURGUENO
Jae sung Chun
Andrew Pineda
Mike Sky
STEVEN M. MARTINEZ
ALFREDO GONZALEZ
PAUL CHUNG YIM
RANJIT SINGH HAYHRE

Within 25 miles of Alhambra, CA, Best Investors lists 1,185 registered investment advisory firms with 2,831 offices nearby, managing about $27.7T in combined regulatory AUM across 3,724,155 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 Alhambra

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

1 CAPITAL RESEARCH AND MANAGEMENT COMPANY 134 clients $3.75T AUM 2 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 3 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 CAPTRUST 963 advisers $1.24T AUM 6 DIMENSIONAL FUND ADVISORS LP 3 clients · 269 advisers $1.02T AUM 7 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 8 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM