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Best financial advisors in Brookdale, CA

Registered advisers within 25 miles of Brookdale, CA.

Offices
1,056
Firms
610
Combined AUM
$16.0T
Firm-wide filings, not assets booked only here
Clients
3.21M
3,206,900 clients when Item 5C has a number
Avg / client
$5.00M
Combined AUM ÷ clients

Nearby offices

Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
THE TILTED FUNDS GROUP, LLC
MORGAN STANLEY
ALTA FINANCIAL GROUP
WELLS FARGO CLEARING SERVICES, LLC
RESTIVE INVESTMENT MANAGEMENT, LLC
J.P. MORGAN SECURITIES LLC
CHINESE ABRAHAM INVESTMENT ADVISORS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
HICKOK ADVISORY, LLC
KAIZEN FINANCIAL STRATEGIES, LLC
MODERN WEALTH MANAGEMENT, LLC
ALLWORTH FINANCIAL, L.P.
OSAIC WEALTH, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

Ka Eun Lee
Sara Alaei
ADAM MCCUNE MCAFEE
KAREN JEAN LANDRY
ERIK JAMES JUE
ESTHER C TENG
Whitney Catherine Corbett Rohrer
HO YU Emily LIU
Xianzheng Zhong
Yujin Zheng
LIN YAN
Andrew Everett Bettisworth
ANGELA R. MENDE
ZVART POTOUKIAN
CHARLES E PICKETT
JASON ALVIN DEGROODT
ARDESHIR TOUSSI
ADAM ALEXANDER ANDERSON
JUDY HONG FANG
SUSAN PI-HSIA HUANG-CRAMER
GRACE JIE FENG MA
ANNA WU
Jessica Ka-Ling Yiu
CALVIN TATKWAN WATT
JOSEPH FRANCIS KEENAN
KEN ROSENBERG
JEREMY THOMAS BELNAS
LAM KWOK
YING MEI
FULTON Y CHANG
DOUGLAS CHARLES GILLILAND
JESSICA WEN-QIAN CHANG
MATTHEW EDWARD PARK
XI WANG
RYAN TAKEO KANETOKU
Lilianna T Watt
VINCENT KAFU YIP
KAREN H ZHU
Catherine M Shen
Qizhen Xie
Yupeng Yang
Zipeng Zheng
YANYIN YU
Jeremy Grant Hsia
Diane Joan Baer
Allison A Lee
Eric Zhang
Brian Shih
DEWI H HARTONO
GREG D EDGAR
FRANK FEIPANG AUYEUNG
ERIKA MARLENA TONGES
JULIA JIUYAN LI
HONGMIN LU
STEVEN DO
Debby L Kurniawati
RIVER LI
Kristina Kashuba
HAOYI LUO
DAYNA A. SUMIYOSHI
GEORGE DONALD BETTISWORTH
ANNA DEMARCUS
JASON ALEXANDER DEPRIEST GRAY
HOOMAN ALTAFI
THOA NGOC TRAN ALGAN
PHILIP DREWS
MATHEW MILLER
Tianyi Hao
WILLIAM FUNG
Preeti Sehgal
ERIC S HICKOK
ROBERT TRIEU
JOHN ANTONE STACHNICK
SAUL RICHARD GREENE
SAADIA SHAKUR AHMED
IFTIKHAR MAHMUD AHMED
NEELESH RAMANLAL CHAMPANERI
ANNROSE NMN ISAAC
DAVID LELAND JOHANSON
Jerry He
Christopher Bartolomeo Giordano
MICHAEL DAVID DEMKO
Tracy Frank Lasecke
LORRAINE MARIE TAYLOR
Stephon Nino Briganti-Ortiz
JEFFREY WILLIAM GUSTAFSON
Donald Andrew Bogue
Brian Kyle Roush
MICHAEL WAYNE GREGG
LYNDA M TU
CINDY SHU-WAY SHI
FIERA NURBAYANI BREIN
JEFFREY JOSEPH ARBURN
KENNETH MICHAEL MYERS

Within 25 miles of Brookdale, CA, Best Investors lists 610 registered investment advisory firms with 1,056 offices nearby, managing about $16.0T in combined regulatory AUM across 3,206,900 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 Brookdale

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM