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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

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LUTR STAR LLC
SAYBROOK ADVISORS, LLC
CITIGROUP GLOBAL MARKETS INC.
CETERA INVESTMENT ADVISERS LLC
LIGHT BRIDGE VENTURES MANAGEMENT LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
LPL FINANCIAL LLC
OSAIC INSTITUTIONS, INC.
EAST BEACH ASSET MANAGEMENT, LLC
PARALLAXES CAPITAL
GT INVESTMENT MANAGEMENT, LLC
GARDENA FINANCIAL RETIREMENT ADVISORS
TCG CAPITAL MANAGEMENT

Investors

yuko matsuo
Edgar Higareda
NUBIA ALVARENGA
STUART NATHAN ROSENBERG
Ming Wai Connie Kwok
ANNA HUIPING LI
CHAUTHY MONIQUE PHAM
RICHARD WALTER MOON
RYAN ANNALISE EDWARDS
NITA MUKESH JOSHI
Conor Friedle
SOONHEE KIM CHO
MIGUEL A CORRAL
SEYAVASH NMN SARABI
Cole Kahrilas
JAMES STEVEN TURO
JOHN JUNGKI KOH
NATALY BRITO
LISA A CARREON
KIAK X TAE

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