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Best financial advisors in ARCO-PLAZA, CA

Registered advisers within 25 miles of ARCO-PLAZA, CA.

Offices
2,907
Firms
1,210
Combined AUM
$27.6T
Firm-wide filings, not assets booked only here
Clients
3.51M
3,508,502 clients when Item 5C has a number
Avg / client
$7.86M
Combined AUM ÷ clients

Nearby offices

Firms

MORGAN STANLEY
MML INVESTORS SERVICES, LLC
CAPITAL CLIENT GROUP, INC.
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
OAKMONT CORPORATION
THE CYPRESS FUNDS LLC
TCW PT MANAGEMENT COMPANY LLC
SEPULVEDA MANAGEMENT LLC
AMERICAN REALTY ADVISORS
TCW INVESTMENT MANAGEMENT COMPANY LLC
TCW ASSET MANAGEMENT COMPANY LLC
TCW ASSET BACKED FINANCE MANAGEMENT COMPANY LLC
METROPOLITAN WEST ASSET MANAGEMENT LLC
BLACKLINES FINANCIAL
COUILLARD CAPITAL LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
CW INVESTMENT ADVISERS, LLC
CAPITAL RESEARCH AND MANAGEMENT COMPANY
CAPITAL GROUP PRIVATE CLIENT SERVICES, INC.

Investors

MOLLY MY SAKAHARA
KAREN VALENTINE KEUSAYAN
SHERRY JO DEWANE
DANIEL S MOVSESIAN
TINA MARIE KAROS
NAVIL NAVIA
Alma E Lazaro
Rashaan Lee Coleman
Charles William Dorman
WILLIAM G JOHNSON
JOHN ALAN FUERSTENBERG
RODNEY DEAN HALVORSON
NEIL ROBERT NAPOLEON
Kenneth Edward Sullivan
LEE JAY DUNAYER
VICTORIA DIAZ-LAZARO
LARRY GREG FULLMER
KEVIN RICHARD MARTIN
MARK ALLLEN WHITE
MELISSA PHILLIPS
NICOLE N SAMS
Duke Susilasate
RICHARD ANTHONY DOWNER
ROBERT JEEHOON CHOI
SEAN RICHARD O'DONNELL
PAULINE TINA CHUI
DANIEL POTTER HAWKINS
JORDAN REUSON SALL
Diana Falkenhainer
SEAN M LAVIN
DARREN ROSS EDWARDS
JON DEREK NEUHAUS
ANDREW STEVEN ARCHER
DOUGLAS M DYAKON
HARRY B SUH
RICHARD MICHAEL GREEN
DANNY JOONG KIM
NANCY EVELYN MOLINA
Angela Jee Young Crehan
HEATH CHRISTOPHER SELTZER
STEVE SUN KOH
JOEL RUSSAK
RENEE PEI-SHIH RAVER
BERNARD DILLARD
KLARA DYKASTOVA
Jared Grimes
Jocelyn Moran
Robin Sung Park
Carol Sebata Young
Edgar D Gonzalez
Julie M Le
Jennifer Kathleen Benink
Justin Levy
Shaun Joseph Mathers
Gerritt E Pekkala
Peter Fullerton
EDWARD PALMER TESS
MICHELLE RENEE METZ
SCOTT FRANK MAHONEY
ROBERT ARMAND FULLERTON
EDWIN LEE SANCHEZ
THERESA W WILE
PAUL JEFFREY JOSEPH
Justin Anthony Weiss
Jeffrey William Cote
ALEX MICHAEL LONDON
CARLOS ALBERTO TREJO PENA
MICHELLE JOSEPHINE JOHNSTON
Gabriella Sophie Burke
Francis X Malone
ALISON HUANG
Altynai Abdilmanova
Jose G Sanchez
EMMA COYNE
Kevin Kim
Nicholas Vito Lombardo
JOHN ROY CLEATOR
DAVID CHURCHILL STAMBAUGH
CARISSA SCHLOSSER
KATHLEEN AGATHA CAMPOS
EITHNE ANNE MCLAREN
RICHARD VALLE
ALEXANDER STUART DICKSON
VERNIECE TAI
Jonathan Magana
SHANNA BEARDEN
STEPHEN DOUGLAS WILE
Peter Radovich
GUILLERMO CASTRO-AGUIRRE
Matthew Christian Minshall
Tyler An
Arthur Abraham Akopyan
Tejwant Singh Brar
Robert Ricker
Gabriel Kahler
MARY JANE SCHROEDER
JEFFREY EUGENE EDWARDS
FREDERICK B DENITZ
Niccolas Vincent-James Hernandez
Ana Elda Mayhall
SWASTIK SANJAY DESHPANDE
Joseph Dae Yup Kim
Zeynep Mina Karadeniz
Kyle Steven Rayder
Zachary Cole Ayala
Ronald Ostilio Sosa
Gabriel Roman Martinez
Jake Charles Hoffman
EDGAR FRANCIS WHITMORE
WILLIAM BASEL
Steven Dauglash
Maria Abou Nassar
Christopher Lu
ROBERT EMMETT GREELEY
SEEMA MANEK
KEVIN GREGORY OLSON
JAY ALAN BINSTOCK
JAMEEL SHAAN JIWANI
VICTORIA MINGWEI QUACH
DANTE VICTOR DE PINTO
ANDY ELI GUNNEMANN
MARIA KARAHALIS
CHRISTOPHER PETER DZIUBASIK
LUIS FERNANDO AROCHA
RICHARD MARTIN LANG
Louis Robert Bojorquez
MARIO PHILIP DIVITO
DAVID TREVELYAN POLAK
TIMOTHY JOHN MURPHY
CHRIS HONG LIN
ROBERT SANG HO CHU
DAVID EMIL UNANUE
STEVEN JOSEPH SPERRY
SEJAL UDANI PENKAR
HOLLY CATHERINE FRAMSTED
BENJAMIN FRANK SAMUELS
VINCENT CHARLES FU
BRADLEY DAVID OLALDE
MAX WU
Jose Luis Guzman
PETER JAE CHONG
DUDLEY NYANGAI OKONGO
EDDIE ARNOLD RASCON
Mason Hodges
Kiarash L Haseli
Cameron Joseph Hennen
JOSEPH THADDEUS BAIERL
ELIZABETH DAYKIN YAKES
MADELINE MARIE BELLMAN
NEGAR GOLKARI HAGH
JIALING LANG
Adrienne Victoria Tong
ERIC MATTHEW GREY
PETER DAYMON THATCH
JACOB MARCUS GERBER
DAVID JAMES BUCKLEY
KELLY VOLZ CAMPBELL
ZACHARY ADAM CUTKOMP
Audrey Anaya
RYAN ANDREW GUNDRUM
Travis Scott Gilberg
BENJAMIN MATTHEW EHRLICH
Michael Ryan Trujillo
Zechariah Sungwook Lee
JAN SCOTT GUNDERSEN
STEVEN MICHAEL FOX
Eugene Leon Podkaminer
STANLEY MOY
Hailing Xu
BRYAN ROBERT FAVILLA
Lauren Elise Kircher
KYLE STEVENS WEBB
Daniel Charles O'Connell
Lorna Brandt Reinhardt
MATTHEW RYAN ORTIZ
Daniel Kariuki Kuria
Connor Richard Bruce
Nikhil Patel
Edward Liu
Anthony Jacob Bramson
MARK ALLEN SEAMAN
MARIA-ELENA P VILLAFLOR
BRYAN ELLIS THOMAS
MARK A VASQUEZ
JOANA RAMIREZ YOUSSEFZADEH
Erin Catherine Noel
Sarah Kaiser
MARK ANTHONY ROMANO
JONATHAN MICHAEL AGRESTI
ANDREW LEO HUMBERD
SHANT THOMASIAN
Jessica Coste
TIFFANY NICOLE TOBIAS
ANNA E KINSELLA
ELIZABETH LYNNE DEVEAU
ROBERT EDWARD MILLER
TRACY LYNN JUSTINIANO
THOMAS YEN-HSI KUO
PETER MARTIN MOORE
DANIEL STEPHEN PACE
JEFFREY TODD KATZ
Ivan Luna
Peyton Suzanne Sventy
ZACHARIAS MILLER
NOAH SAMUEL NORMYLE
Dylan Thai
MARY FRANCES MULCAHY
TIMOTHY SEAN CARLEY
Blake William Bauer
Richard Alexander Guints
LORI ANN GILCHRIST
JAMES BURGESS CONNER
ANA CRISTINA GUTIERREZ
JOHN CHARLES LAZZARO
CRYSTINA S. KAZMIER
JORDAN P REALS
BRENT PAUL ABENDROTH
ALLISON JOAN SALOY
MARK SALVATORE OPPEDISANO
Kelly Jean Longo
JAVIER EDUARDO SANTOS
Renee Lori Cohen
Kelsey Wilson
Zully Ruiz
Eric David Couillard
Khary Cuffe
Scott Cohn
EDWARD JOHN MEHREN
JAMES KENNETH VERZINO
ANDREW JORGAN MANIER
Anthony Dupre
SUNEEL KUMAR GARG
Samuel Goldberg
ANIEKAN OKON ARCHIBONG
ERIC MARTIN HEER
DEAN WILLIAM CATALANO
Jeffrey Aaron Ruderman
DALE HAN KANG
JASON BELLAMY LERSCH
YELENA LEAH VAYNER
MICHAEL EDMOND SCHMID
SANDRA SHEAROUSE MORELLI
DAVID JOSEPH FERRY
LYNNE MARIE KNOX
JUSTIN BRENNAN
DANIEL NEIL ROMANOW
KEVIN FRANCIS DOLAN
NORMAN ROBERT SANYOUR
JENNIFER GEORGE BIRDSEY
ROBERT BARRON LEWIS
ZORNITSA VENTSISLAVOVA SANTIAGO
SUNG PYO LEE
William Eagan Ford
STEVEN JOHN LUCADAMO
THOMAS NICHOLAS ANDERSON
RACHEL WELLS MELROY
SAMUEL MITCHELL DASHIELL
Joyce Lee
EDWARD MANUEL GONZALEZ
Jenna Scandalios
TARA NICOLE RICH
Justin Morales
MICHELLE MISSANT JACKSON
ALAN M SWERDLOFF
Sean Thomas Rourke
SAVITRI PADMAVITI PAI
ROBERT WILLIAM KELLY
MARK WILLIAM FLOWER
WILLIAM MARK CAREY
WILLIAM CHRISTOPHER JENKINS
MASSIMIGLIANO SANTO SASSO
Javier Escamilla
JOSEPH MATTHEW LUMARDA
NEERAJ PRAVIN PATEL
GLENN ANDREW ODONNELL
ANDREW JAMES MICALLEF
SUSANNAH EMAMI
Zachary Walker
SCOTT MITCHELL SANDLER
MICHAEL JAMES MORRISSEY
GLENN GARRY GEIST
J BRADFORD BARNES
RALPH EMERSON HECKERT
JENNIFER BAKER COOK
DAVID P WIENER
GREGORY DAVID SINGER
ZACHARY DOUGLAS LAZAR

Within 25 miles of ARCO-PLAZA, CA, Best Investors lists 1,210 registered investment advisory firms with 2,907 offices nearby, managing about $27.6T in combined regulatory AUM across 3,508,502 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 ARCO-PLAZA

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