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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

WHITTIER ADVISORS, LLC
B. RILEY WEALTH ADVISORS, INC.
CAPITAL CLIENT GROUP, INC.
ARIXA MANAGEMENT, LLC
PATTERN VENTURES LLC
HAMILTON WEALTH, LLC
SUNDAY VENTURES LLC
MORGAN STANLEY
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
THREADLINE WEALTH
J.P. MORGAN SECURITIES LLC
TORCH KEY ASSET MANAGEMENT, LLC
AVANTE CAPITAL PARTNERS LP
MAR VISTA INVESTMENT PARTNERS, LLC
ANGELES EQUITY PARTNERS, LLC
LOS ANGELES CAPITAL MANAGEMENT LLC
BRENTWOOD PRIVATE EQUITY, LLC
WESTWOOD WEALTH MANAGEMENT
BALMORAL MANAGEMENT II L.P.
AMERICAN DISCOVERY INVESTMENT ADVISORS, LLC

Investors

Harley Travis Moore
STEPHEN CHUNG-YEE LOH
JOSEPH BYRON DOWD
VALENTINO ANGELO FEHLMANN
LESLEY LEONORA LEGENESS
MICHAEL DAVID GOODMAN
KATHERINE M MURPHY
STEVEN MICHAEL POMPAN
ROBERT A. HEMPSTEAD
DARIUS ALEXANDER MIKRUT
ANIL BHUSHAN CHACHRA
RICARDO Antonio RUBALLO
RAFAEL YENOKYAN
Clayton M Hill
Paul Gordon Walmsley
Sean Michael Kelly
Tyler Chung
LYDIA HINZER
JOAN CAMARILLO
JEFFREY A LIEBERMAN
ROBERT E MANCINI
JUSTIN S HINKES
AMY KARINA QUINN
SCOTT FRANCIS LINDUS
KELLY ANNE ZANCANARO
ALEXANDER LOUIS MANOLOPOULOS
CHAD BENTON MACALLISTER
ANDREW CAMPBELL RAYNER
CARMEN LETICIA DELGADO
SONJA ANGELOVA YOUNGBERG
ADAM THOMAS KEEFE
MICHAEL JOSHUA KATZ
SAMUEL Robert MORALES
RENNIE CHAN
ELENA NEWTON
PAMELA FARNER
WALKER WOODSON SHIFLET
CHARLES PAUL HUBBARD
FABIO MADONNA
Robert Bryant Tjan
Remy J Meteigner
Daniel Figueroa
Nima Zahir
Mary Sekyi-Appiah
Cheryl N Lorenzo
STEVEN IAN KERN
CHRISTOPHER NEIL BENEDICT
Vincent John Moy
MARK S WOLKSTEIN
PAUL ALLAN THOMPSON
BRITTANY R LETTO
VIVIAN SANDRA AFRIYIE
EDWIN LOCKSLEY STANTON
ANDREW BENJAMIN BASCH
ROBERT F HILL
LEMUEL LEE DANIELS
ANDREW JOSEPH JURUN
HOWARD ALAN BLITZ
DANIEL LOUIS KLEIN
ALICE KATZ
GREGORY SCOTT SIMON
LESLIE STOWERS MURPHY
MADISON B LIEBERMAN
MICHAEL PETER DOUMANI
NANCY ELIZABETH WILSON
Laura A Gilman
Kenneth Brian Waltzer
RICHARD ALEXANDER FRIEDLAND
Jason Lewis
SERGIO GARCIA
Douglas M. Hanna
Dave Adams
JEFFREY BOWDITCH PRESTINE
JOSHUA JOSEPH HONEYCUTT
BRIAN LEE MASSEY
SILAS ALGIA MYERS
TANNER BUTTON
MICHAEL ANDREW PURYEAR
Jeffrey Cosgrove

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