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Best financial advisors in Arlington, CA

Registered advisers within 25 miles of Arlington, CA.

Offices
930
Firms
282
Combined AUM
$13.3T
Firm-wide filings, not assets booked only here
Clients
2.74M
2,741,321 clients when Item 5C has a number
Avg / client
$4.84M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
CITIGROUP GLOBAL MARKETS INC.
WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
U.S. BANCORP ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
GRADIENT ADVISORS, LLC
TRANSAMERICA FINANCIAL ADVISORS, LLC
MARINER INDEPENDENT
EDWARD JONES
EAGLE STRATEGIES LLC
AMERIPRISE FINANCIAL SERVICES, LLC
IP FINANCIAL ADVISORY SERVICES LLC
HUIDONG SECURITIES INVESTMENT CO., LTD
J.P. MORGAN SECURITIES LLC

Investors

EFREN VINCENT MARTINEZ
LENG M LO
CHRISTIAN THOMAS GOLDMAN
JESUS RAUL SANCHEZ
ASUNCION ESPIRITU MARTINEZ
Pedro Arellano
ANAILSA M PEREZ-PHAM
Jose Alfredo DelCarmen
Fernando Enrico Hirugami
Lolla R Long
THOEURN INDY
Kelly Marie Lind
Poonam Walia
SEEMA SETHI
THOMAS EVERETT STEELE
Larry DAVID Rollins
Veronica Gauthier
Thomas Adam Elsea
DeanDEAN Royal Sanderson
Steven Coute
Raymond Carl Prospero
Bryce Evan Bunnell
Ann Marie Bakenhus
Hermann Rojas
ERIC MICHAEL BARRETT
BRIAN EDWARD JACKSON
JUDITH ANN MOFFITT
THOMAS CAMERON MORGAN
LUIS MANUEL ESPINOZA
MICHAEL ALLEN POWERS
Sulaiman Mayel
Jonathan Huerta

Within 25 miles of Arlington, CA, Best Investors lists 282 registered investment advisory firms with 930 offices nearby, managing about $13.3T in combined regulatory AUM across 2,741,321 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 Arlington

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM