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Best financial advisors in Azusa, CA

Registered advisers within 25 miles of Azusa, CA.

Offices
811
Firms
275
Combined AUM
$15.8T
Firm-wide filings, not assets booked only here
Clients
3.08M
3,078,003 clients when Item 5C has a number
Avg / client
$5.13M
Combined AUM ÷ clients

Nearby offices

Firms

INDEPENDENT FINANCIAL GROUP, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
VILLAGE GLOBAL MANAGEMENT, L.L.C.
FINVISOR SPV LLC
GOLD HOUSE VENTURES MANAGEMENT COMPANY LLC
ERA FINANCIAL ADVISORS
FUEL CAPITAL
RODEO GROWTH PARTNERS GP, LLC
BIGSTORY VC LLC
CONTRARIAN LABS INC.
T&R ADVISORS LLC
SUPERPOSITION VENTURE PARTNERS LLC
LPL ENTERPRISE, LLC
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

JENNIFER KRISTEN Morris-Montes
GARY WAYNE MORRIS
Jimmy Natalius Hoesan
ROBERTA BAUTISTA ARMIJO
BRADLEY HUDSON SCOTT
Daniel Joseph Wheeler
JAMES ALLEN CHRISTIANSEN
PHILLIP CHARTCHAI KIRIBOON
Amber Marie Emmerson
Jon William Hubbert
DAVID AQUINO LUMIQUED
sarah zhu
Ross Warren Benson
JESSE THURBER

Within 25 miles of Azusa, CA, Best Investors lists 275 registered investment advisory firms with 811 offices nearby, managing about $15.8T in combined regulatory AUM across 3,078,003 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 Azusa

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 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM