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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

SQUARE NINE CAPITAL, LP
KIDS CAPITAL MANAGEMENT, L.P.
STONEBRIDGE CAPITAL MANAGEMENT INC
HAROLD DAVIDSON & ASSOCIATES, INC
ALIGNE WEALTH ADVISORS INVESTMENT MANAGEMENT (AWAIM)
OMNIQUEST CAPITAL, LLC
K FUND CAPITAL MANAGEMENT, LLC
REMY INVESTORS & CONSULTANTS, LLC
MURAWSKI WEALTH MANAGEMENT
FREQUENCY CAPITAL ADVISORS, LLC
HCR WEALTH ADVISORS
MERCER GLOBAL ADVISORS INC.
LPL FINANCIAL LLC
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
J.P. MORGAN SECURITIES LLC
CONNECT VENTURES MANAGEMENT COMPANY, LLC
CAA CONNECT, LLC
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT, LLC
CAA VENTURE MANAGEMENT, LLC
DIVERSIS CAPITAL MANAGEMENT, L.P.

Investors

RICHARD CLARK BARRETT
Gillian Frances Goldman
VICK KHOBOYAN
CRAIG ERIC FARKAS
HAROLD ALAN DAVIDSON
Stephanie Chow
Jacob Randall Weston
IVAN MANUEL ILLAN
Xi Zhang
JONAS BOB LEE
Andrew Porter Dirks
MATTHEW JAMES MURAWSKI
ADEYEMI A WINFUNKE
STEVEN Jeff CAMPEAS
Andrea Shieh
Hrachya Rich Davtyan
CHRISTOPHER GOMEZ
SCOTT P GEVERTZ
KARI LOUISE PEL
FABIOLA LUCRECIA HILL
Ismael Castro
JANET GISENIA HERNANDEZ-RAMOS
ROUZBEH POUROUSHASB
RANDALL LEE ALLEN
MARGARET ANN RICHARDSON
GRACE LEE APUY
DARNEL JAMES BENTZ
ANDREW PATRICK GRANT
Brian Steven Engel
SAMUEL R WALTMAN
THOMAS EDWARD CONNAGHAN
DUSTIN LANCE GALE
BENJAMIN CARL HUSTON
KEVIN PATRICK O'REGAN
CHRISTOPHER JOHN BRADY
YUYEN CHANG
MICHAEL WALTER MONTGOMERY
OREN CABIR
Stephanie Luh
Thomas Pontius
Tae John Livermore
JONATHAN ISAACMAN
BRIDGET ERIN COSTELLO
CHASE RYAN CARMICHAEL
Joshua Luke Kendall
CARINA ALEXANDRA BERLIN
ANDREW MOORE SMITH
BENEDETTO A FALCONE
William McGehee Russell
Alexander Michael Mansfield

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