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Best financial advisors in Arcadia, CA

Registered advisers within 25 miles of Arcadia, CA.

Offices
2,094
Firms
840
Combined AUM
$25.8T
Firm-wide filings, not assets booked only here
Clients
3.36M
3,356,911 clients when Item 5C has a number
Avg / client
$7.69M
Combined AUM ÷ clients

Nearby offices

Firms

CITIGROUP GLOBAL MARKETS INC.
CHARLES SCHWAB & CO., INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J.P. MORGAN SECURITIES LLC
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
INDEPENDENT FINANCIAL GROUP, LLC
KATHMANDU CAPITAL, LLC
BARTLETT, LAWRENCE E
LPL ENTERPRISE, LLC
COLTON WEALTH MANAGEMENT
U.S. BANCORP ADVISORS, LLC
CSI WEALTH MANAGEMENT
EDWARD JONES

Investors

Ming Wai Connie Kwok
ANNA HUIPING LI
HENRY WONG
Tiffany Cheng Collins
Irene W Choi
WEI-TEH CHEN
Andy Koko Cheng
JIAJIA SHEN
Kevin Z Cai
Chih Chieh Chang
Selena Chen
Wai Shing Stephen Law
Michael N Chow
BRIAN KIM
Ellie Wong
sarah zhu
Benjamin C Ashkinos
Joann Lee
JOHNNY WONG
WEI HAN JACK CHANG
Alejandro Medina-Kennedy
JANICE RAE EBBERT
Jean D Koehler
DOUGLAS ARTHUR HEAL
Jimmy Natalius Hoesan
PING SHUANG CATHY WU
ROBERTA BAUTISTA ARMIJO
BRADLEY HUDSON SCOTT
Daniel Joseph Wheeler
JAMES ALLEN CHRISTIANSEN
JENNIFER KRISTEN Morris-Montes
GARY WAYNE MORRIS
LAWRENCE Eugene BARTLETT
LINDY A BELL
EDDIE RICHARD
Brittany Renee Richard
SCOTT FREDERICK COLTON
Joshua McGregor Colton
Victor Yip
David Inhyuk Lee
HOWARD ARTHUR HUCKINS
RICHARD ANTHONY MILLER
Bruno Esteban Esquivel-Paz

Within 25 miles of Arcadia, CA, Best Investors lists 840 registered investment advisory firms with 2,094 offices nearby, managing about $25.8T in combined regulatory AUM across 3,356,911 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 Arcadia

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 7 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM