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Best financial advisors in Boyle Heights, CA

Registered advisers within 25 miles of Boyle Heights, CA.

Offices
2,911
Firms
1,198
Combined AUM
$27.6T
Firm-wide filings, not assets booked only here
Clients
3.51M
3,508,205 clients when Item 5C has a number
Avg / client
$7.88M
Combined AUM ÷ clients

Nearby offices

Firms

CMR CAPITAL MANAGEMENT, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J.P. MORGAN SECURITIES LLC
KONDO WEALTH ADVISORS, INC
DOEPFNER CAPITAL MANAGEMENT, L.P.
PYSNIK FINANCIAL, LLC
KINETIC INVESTMENT MANAGEMENT, INC.
MB3 CONSULTING LLC
PASADENA PRIVATE WEALTH, LLC
EAGLE STRATEGIES LLC
DERIVE WEALTH
QUBERA WEALTH MANAGEMENT
WEALTH MANAGERS, INC.
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
EQUITABLE ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
WEALTHARCH INVESTMENT SERVICES, LLC

Investors

CHRISTOPHER LEU
JAY EDWIN LOMETILLO
Salvador Rodriguez
Angel Kam Fung Chen
Jaymie BRIAN Wetzel
ALISA JANE CHANPONG
HEIDI PUI WA LEU
Mui Fan CHAN Graca
MATTHEW EDWARD BRADY
MICHAEL ANDRE TAYLOR
CHRISTINA CHANPONG STIEG
CHIAHWEI CHRISTINE KU
ANASTASIA ZAROV
SOPHIA S LIU
Jane Pang
LORENZO PASQUALE DETOMA
Victor Xiong
AIMEE GWEN OSBORNE
Melissa Lam
Armine Nazaryan
CHEN CHEN
Alex Michael Kennedy
William Swanner
Di Jin
Tomik Sarkissian
Chris Chen
Noella Rae Yap
Lisa Jinkyung Kim
EDWARD GUO-CHANG LIU
WILLIAM Joseph PORTER
Alonzo Daniel Bahena
Jonathan Solis
Khair Jackson
Steven J Sanchez
ALEXANDRA AWAD
Kristen DIANE Thompson
Andres Vargas
EDWARD L MALICDEM
Li Sun
YUXIA MA
CHRISTINE PANDO
EDUARDO CORRAL
SUZY SALMAN
ANTHONY ANATOL GENDAL
CHRISTOPHER JAMES ANDREWS
AMY FANG
WEN LEE
JAMES DISSMORE WRIGHT
Stanford D Baer
ALVIN MANSON GILLS
REBECCA D BASBA
Jennifer S Yoon
Katie Q. Pan
ROBERT BURAPA CHANPONG
SARAH ELIZABETH SALAS
DEANNA THOMPSON
SARAH HARKINS FLICK
HRATCH ANDREASSIAN
Tim G Steinhilber
RAFFI KENDIRJIAN
SEAN P KEENAN
Amy Jean Williams
DANIEL S VALENZUELA
JAMES H STANDISH
SHERVIN SAEDINIA
AVEDIS SHANLIAN
MARK STEPHEN HEWSON
JOSE MORALES
LUIS H MARTINEZ
CHARLES J SAILOR
Joeffrey S Sunga
ALVIN CHI WAI LAM
TAMAR ZEYTOUNIAN BARNABA
Virgil James Salsman
KARLA G KNAUTH
Alejandro Jimenez
Yun Hao
Magdalena Sanchez
Jennifer Jimenez
Yunfen Yi
Fernando Camacho
Patrick R Simmerman
PETIK PETROSYAN
Lara Crystal Chanpong
Chase Nicklaus Jenkins
Katrina Ren
Hovhannes Markosyan
Haeseong Shin
FUXIAN ZHANG
Marvin J Tsao
Julia Navarro-Sosa
Mason Xavier Bryant
Anasheh Baghoomian
Emmanuel Gonzalez-Ruiz
Alexander James Baer
Sandy Shu Perez
Joshua Enoch Leu
Charles Sailor
Brad Truong Chi
Byron Alexis Duran
Thomas P Hays
Travis Ball
Tyler D Ybarra
DIANE KATHRYNE GROHULSKI
Jason DOUGLAS Lock
MICHAEL SUNGHYUN CHOE
Carlos A Escobar
David Christopher LeBrun
Norman SANTOS Labrador
AIMEE M DANIELS
DENNIS MCGOWAN
Ken Park
Tom Wang
Marc Andrew Thomas
MEREDITH M MCKOWN
MARCOS MONTILLA LACSON
JASON M GOEHRING
STEVEN D PETERSON
MATTHEW Y WONG
NIDHI DADLANI
DIANE DANHUI WANG
JOSEPH ANDREW AZPEITIA
Steven Mark Soriano
Jill J Hou
Frode Teigen
DONG AN
Ji Hyun Yim
Jaime Oswaldo Trujillo Garcia
Grace Mekikian
Sophie Johnson
FRANCISCO JOHN LOPEZ
Carlos A De La O Rivera
Sandra M Martin-Stelmasek
NEAL STEFFEN JENKINS
SCOTT THOMAS UFFELMAN
LAWRENCE P DE SANTIS
CHRISTOPHER DEAN DYREK
Peter J Hyan
Antwan S Daniels
Peter Wei Te Chiang
Vangie L Yeganeh
Gerard Wei Zhang
Gabriela S Torres Luvianos
Samantha Ammari
Taoran Li
Carson Palmer Jenkins
Tiffany Renee Sanders
Alexander Tro Badoyan
MANIJA RASOULI
HAROUTYUN Arthur GALAJIAN
Gavriel Unger
JOANIE RYOKO MORIOKA
AKEMI KONDO DALVI
JAYLENE DENISE PYSNIK
MICHAEL RYAN CARMONA PYSNIK
ALEX ZEPKOWSKI
Michael Vatche Markarian
Denise Brady
Nalendra C Perera
Tim Gottschalk
NANDA VIJITHA FERNANDO
GARO BARBARIAN
ALLEN TSAY
Kiran Ahuja
Omar Octavio Ching
Jose Flores
Wai Fenny Cheung
LAURA LYNN SMITH
HOLLYN MUDGE SEKIGUCHI
SIMON MATTHEW HOLFORD
ANN CHUNG
IAIN ALEXANDER WHYTE
CHARLES MARCUS COLEMAN
SHANNON MARIE ROWAN
CRAIG RICHARD COLBATH
DEBRA C FUKAWA
IK JUN CHOI
Brad Feldman
Collin Whitfield Saydah
Anthony Hunt
GEORGE HOOKANO KALUHIOKALANI
RYAN CLARK SOUTHWICK
BINH THUY TRAN
Hung Chih Chen
RYAN TAKESHI MIYAMOTO
JUSTIN PAUL DAVIS
Kristy Ann Green
JUAN ANGEL CARDENAS
STACY ANN TREJO
ROBERTO ANDRES GROAG
Heath Andrew Polzer
Jabari Omar Butler
Jasmine Letriese Smalls
FRANCISCO ANTONIO GALAN
ANTHONY PAILUN SHIAO
SUSAN MARGARET CHEVALIER
Jennifer Nicole Overhoff
Robin Rodriguez
Josephine Tran
Simon Lu
WILLIAM FLETCHER DAVIS
Deny Delgadillo
MICHAEL WILFORT CHAVEZ
Scott Franklin McCullah
DANIEL ALFRED BUTTERLY
GRANT ALEXANDER RASMUSSEN
William Paul Janney
Owen Michael King
Clare Ann Brodersen
Christopher B Nesbitt
MYUNG JIN CHOE
JENNY LYNN JUNG
JERROLD RAYNARD SMITH
MARK ANTHONY NORDBROCK
MICHAEL H SENDOWSKI
KI-HYUNG RYOW
KYUHYUN SHIN
YONGSOO PARK
CAMERON BATES CHAPMAN
EHSAN SAFAVI
Wynston Douglas Mackie
Mina Choe McQuade
Daniel Greenfield
Franklin Chelebian
Ruri Im
Taehee Lee
Brian David Sherwin
Matthew Dustin Jacobson
Victor Alexander Hernandez
Alyson Nicole Bruno
Samuel Boyd Frombgen
Ashlyn Wetmore
Gabriel Rodrigues P Miranda
Carson Robert Phillips
Emily Crouse
KEVIN YUNKYUN JUNG
HERBERT CHARLES GOODRICH
JASON LUAN
HYE RI KIM
PHILLIP RICHARD FIORE
Darion Allen
John Marshall Lefferts
LUSHA LIU
Bo Ram Lim
Megan Mendez
MAURICE ANTHONY GELFO
Felipe Campos
JOE NEIL HAYWOOD
Paul Giacomazzi
ROBERT ANTHONY CASARES
EARL JORDAN SIAO YAOKASIN

Within 25 miles of Boyle Heights, CA, Best Investors lists 1,198 registered investment advisory firms with 2,911 offices nearby, managing about $27.6T in combined regulatory AUM across 3,508,205 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 Boyle Heights

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