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Best financial advisors in Bicentennial, CA

Registered advisers within 25 miles of Bicentennial, CA.

Offices
2,648
Firms
1,164
Combined AUM
$27.4T
Firm-wide filings, not assets booked only here
Clients
3.51M
3,511,171 clients when Item 5C has a number
Avg / client
$7.80M
Combined AUM ÷ clients

Nearby offices

Firms

BRAND NEW DAY WEALTH PLANNING, LLC
LIFE LINE WEALTH MANAGEMENT LLC
LIFE LINE FAMILY HERITAGE FUND MANAGEMENT, LLC
WATERTOWER VENTURES MANAGEMENT, LLC
PROVENANCE MANAGEMENT CO., LP
ISRAEL INVESTMENT FUND GROUP
BORRIS NII & COMPANY
AFH ASSET MANAGEMENT, INC.
CALVIN S MAZLUMYAN, ATTORNEY
EQUITY SERVICES, INC.
EDWARD JONES
PARK AVENUE SECURITIES LLC
J.P. MORGAN SECURITIES LLC
EVANTIC CAPITAL, LLC
VOYA FINANCIAL ADVISORS, INC.
OSAIC WEALTH, INC.
10 WEST ADVISORS, INC.

Investors

CYNTHIA JABR
AARON JEROME STEPHENS
Cristian Enrique Mundy
LAMECK HUMBLE LUKANGA
Sebastian Earl Eccles
DAVID AGHAI
CALVIN SEVAN MAZLUMYAN
MICHAEL SHA SY
STEVEN ALAN SIMON
Gregory Giunto
MARGUERITE CARLOS RANGEL
SVETLANA FAYNBLUT
JOSEPH MICHAEL ACCARDO
Rodney Chu
JUSTIN ROBERT KOROYAN
HAROUTYUN Arthur GALAJIAN
HOWARD MICHAEL BORRIS
ROBERT CLARK NII
SEAN DAVID MUHLSTEIN
DAVID FRANK HILTON
SEOK JO
ARIEL FINE
JONATHAN SAMUEL BECK
TOAN HUE TRAN

Within 25 miles of Bicentennial, CA, Best Investors lists 1,164 registered investment advisory firms with 2,648 offices nearby, managing about $27.4T in combined regulatory AUM across 3,511,171 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 Bicentennial

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