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Best financial advisors in Baldwin Park, CA

Registered advisers within 25 miles of Baldwin Park, CA.

Offices
1,841
Firms
618
Combined AUM
$21.9T
Firm-wide filings, not assets booked only here
Clients
3.18M
3,183,227 clients when Item 5C has a number
Avg / client
$6.88M
Combined AUM ÷ clients

Nearby offices

Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EAGLE STRATEGIES LLC
LIGHT BRIDGE VENTURES MANAGEMENT LLC
LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
OSAIC WEALTH, INC.
PFS INVESTMENTS INC.

Investors

Rodzl R. De Los Reyes
Ricardo Rosas
Miguel Rodriguez
RICARDO HERNAN MEDINA
Dingzhi Chen
JAMES THIEN CHEN
Alan H Phan
Luis Adrian Pascual Curiel
Ricardo Rosales
KHUSHWANT SINGH THANDI
ANDRES HYUNCHUL HAN
MICHAEL ROBERT NEUMAN
Peter D Hang
Toan B Au
Charles Shaw-Jer Hung
Juan Rafael Bermudez
SHERIF S SALIB
Bruno Mendes
USHA MONIQUE Cervantes
SAMUEL GENIE
Stuart LeRoy Johnson
RYAN MOUTON
Tyler Wong
TIMOTHY DONALD WONG
SHAHAB MAKANVAND
Lidan Zhang

Within 25 miles of Baldwin Park, CA, Best Investors lists 618 registered investment advisory firms with 1,841 offices nearby, managing about $21.9T in combined regulatory AUM across 3,183,227 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 Baldwin Park

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