Best Investors Account Sign in

Best financial advisors in Artesia, CA

Registered advisers within 25 miles of Artesia, CA.

Offices
3,441
Firms
1,355
Combined AUM
$31.4T
Firm-wide filings, not assets booked only here
Clients
3.39M
3,385,452 clients when Item 5C has a number
Avg / client
$9.27M
Combined AUM ÷ clients

Nearby offices

Firms

JEFFERIES INVESTMENT ADVISERS LLC
BRENTVIEW INVESTMENT MANAGEMENT, LLC
CAPITAL GROUP PRIVATE CLIENT SERVICES, INC.
B. RILEY WEALTH PRIVATE SHARES
WHITTIER ADVISORS, LLC
B. RILEY WEALTH ADVISORS, INC.
CAPITAL CLIENT GROUP, INC.
J.P. MORGAN SECURITIES LLC
AVANTE CAPITAL PARTNERS LP
MAR VISTA INVESTMENT PARTNERS, LLC
ANGELES EQUITY PARTNERS, LLC
LOS ANGELES CAPITAL MANAGEMENT LLC
BRENTWOOD PRIVATE EQUITY, LLC
WESTWOOD WEALTH MANAGEMENT
BALMORAL MANAGEMENT II L.P.
AMERICAN DISCOVERY INVESTMENT ADVISORS, LLC
EQUITABLE ADVISORS, LLC
BAM VENTURES MANAGEMENT, LLC
DORCHESTER CAPITAL ADVISORS, LLC
TRUELINK CAPITAL MANAGEMENT, LLC

Investors

GREGORY K CHO
CYNTHIA MARIE ARAGON
Shant Kevin Gourdikian
Ronald Locatelli Flores
Richard Gutierrez
David Archila
Mariella Ann Caruso
Emily Konrad Lantz
Tenny Elize Adourian
THOMAS JOHN KELLEHER
Harley Travis Moore
STEPHEN CHUNG-YEE LOH
JOSEPH BYRON DOWD
Behnoosh Rabiey
Edgar Guillermo Hernandez
JEFFREY BOWDITCH PRESTINE
JOSHUA JOSEPH HONEYCUTT
BRIAN LEE MASSEY
SILAS ALGIA MYERS
TANNER BUTTON
MICHAEL ANDREW PURYEAR
Jeffrey Cosgrove
Bo Ram Lim

Within 25 miles of Artesia, CA, Best Investors lists 1,355 registered investment advisory firms with 3,441 offices nearby, managing about $31.4T in combined regulatory AUM across 3,385,452 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 Artesia

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

1 CAPITAL RESEARCH AND MANAGEMENT COMPANY 134 clients $3.75T AUM 2 PACIFIC INVESTMENT MANAGEMENT COMPANY LLC 5 clients $3.67T AUM 3 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 4 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 5 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 6 CAPTRUST 963 advisers $1.24T 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