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Best financial advisors in Altadena, CA

Registered advisers within 25 miles of Altadena, CA.

Offices
2,273
Firms
1,039
Combined AUM
$27.3T
Firm-wide filings, not assets booked only here
Clients
3.50M
3,496,169 clients when Item 5C has a number
Avg / client
$7.81M
Combined AUM ÷ clients

Nearby offices

Firms

PROSPERITAS FINANCIAL, LLC
TRANSAMERICA FINANCIAL ADVISORS, LLC
PACIFIC TRUST WEALTH MANAGEMENT
J.P. MORGAN SECURITIES LLC
U.S. BANCORP ADVISORS, LLC
PYSNIK FINANCIAL, LLC
KINETIC INVESTMENT MANAGEMENT, INC.
EQUANIMITY FINANCIAL PARTNERS
LAKE AVENUE FINANCIAL LLC
GRIFFINEST ASIA ASSET MANAGEMENT, LLC
OAKGROWTH WEALTH MANAGEMENT LLC
VIDA PRIVATE WEALTH LLC
RAYMOND JAMES & ASSOCIATES, INC.
D.A. DAVIDSON & CO.
STIFEL, NICOLAUS & COMPANY, INCORPORATED
RICE HALL JAMES & ASSOCIATES LLC
RBC CAPITAL MARKETS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

GARY NORMAN CLARK
Sara Blatt Collins
Aylien Alexani
Ric R Roman
Shkira Singh
Sophia Laohasongkram
MARK LEONARD LECHLER
CHARLIE KIM
KAITLYN BREYANN BALTZ
Nancy Barillas Vega
JAYLENE DENISE PYSNIK
MICHAEL RYAN CARMONA PYSNIK
ALEX ZEPKOWSKI
Amandeep Singh
CHRISTOPHER JUDE HAYDEL
ALEX BEDO CHALEKIAN
JASON ROBERT SIKMA
VICTOR HUANG-CHIANG LIN
CHUNG PING LI
SHANSHAN WANG
WAN-LIN LIAO
YU-LUNG TSAO
XINYI WANG
DAVID BASSAM HINDI
G MIGUEL ALVES
Ariel Praw
JAY MICHAEL OLDHAM
Dylan A Garcia
JOHN DAROLD SIMMONS
HOWARD EMERSON KERN
SANAE ANNE GARCIA
MICHELLE RENE MOORE
Michelle L. Marquez
Jason Lee Ray Betts
AARON JASON WERNER
KATHLEEN J ROSHAY
Simon Alexander Rawlinson
JOSELYN ESTEFANY NORDSTROM
JORDAN JOSEPH BERRY
Quenten MacGrew Kirby
Jessica Anne Quinn
Damian J Flanigan
BRIAN A. AUGUSTINE GARCIA
Patricia Valenzuela
VERONICA HERRERA AGUIRRE
KENNETH WILLIAM ROBBINS
JAZMIN GABRIELA CARPENTER
OHAN CHOREKCHYAN
KEVIN JAMES MCCARTHY
MAGDALENA MARIA LESMANA
Jake Nichols Stollmeyer
William Leo Creedon
MICHAEL JAMES JACKSON
CHALYDA DUMAYAS
Nadine Ibrahim
WILLIAM MCPHERSON FITZHUGH
Michael Fred Jaquez
Elen Arakelyan
STUART NG
STEPHANIE JONES BENNETT
SUMMER ELIZABETH ODIN
KATHERINE CURTIS REITNOUER
Sebastian William Payne
STEVEN CHARLES JACKSON
Andrew Steinberg
ALESHA LYNN LOZANO
JOHN FREDERICK REITNOUER
DANIEL JAMES MCMILLAN
Veronica Ann Zamora
JON ANDREW BOSTROM
DAVID PHILIP LUNA
STEVEN KERSTEIN
MANUEL DAVID LOZANO
LOUIS MILLETT HOLTZ
DEANNA MARIE CLARK
ELIZABETH MARY KESHISHIAN
JEFFREY MATTHEW SCOFIELD
EDMUND JOSEPH REGAN
Junia Pan Li
HELEN KATHIE LEE

Within 25 miles of Altadena, CA, Best Investors lists 1,039 registered investment advisory firms with 2,273 offices nearby, managing about $27.3T in combined regulatory AUM across 3,496,169 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 Altadena

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