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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
LONDON HOUSE CAPITAL
DISRUPTIVESECULARGROWTH CORPORATION
WELLS FARGO CLEARING SERVICES, LLC
MARINER
FUTURE VENTURES
LPL FINANCIAL LLC
STRATEGIC ADVISERS LLC
KNIGHT AND COMPANY WEALTH ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
SILICON VALLEY FUTURE ACADEMY, LLC
EDWARD JONES
GATES PASS ADVISORS, LLC
TSINGYUAN VENTURES LLC
VIDI LLC
FRANK ELMER INVESTMENT STRATEGIES LLC
U.S. BANCORP ADVISORS, LLC

Investors

YEA BIN LEE
Genesis Renteria
Salah A Saleh
Andrew Elias Jimenez
GERMAN GENTILE
Sri Lakshman Palasamudram
DAVION H CHAIDEZ
Phillip Earl Campit
KEVIN J RYAN
SEAN VAN DER WAL
Matthew Charles Millett
MICHAEL J SNOWDEN
GEOFFREY THOMAS WATERS
MANINDER SINGH BUDWAL
CARLINA PHAN
ALEXANDRA TRAN
PRIYA SAGAR
LUCAS SOTTO
DANIEL JAMES ROBBINS
JUSTIN EVANS
LI XU
BING ZHANG
ALEXANDER L CARTER
WAI TING PRISCILLA FUNG
NICOLE EDEN WRIGHT
TIMON SHAW
CHUN YEUNG TSANG
KENNETH Heh-Song FESLER
STEPHEN J SCHWEIKART
JIAN ER CHEN
GEETANJALI JOSHI
ALAN HUYNH
SALMA RASHEED
JEFF LIAO
ROHAIB SHAHEEN HAMID
ELVIRA VARGAS CANDELARIO
DANIEL DOLS
JOHN RUSSELL SEIBEL
KATHY P CHANG
VU LE
YADIRA D LUNA
MENGJIA GU
STEPHEN CROWELL
LINH TUE NGUYEN
SUSANG SIJAPATI
BRENDAN M. DUFFY
JASKARAN LAIL
NICHOLAS Charles GRAHAM
KIRK DOUGLAS KNIGHT
JAMES KU
DAVID JOSEPH SAWYER
MICHAEL EUGENE KLEIN
SHAILENDRA NATH SHUKLA
Cynthia Ann Wemyss
Keith Michael McGinnis
ERIK ALLEN SCHEI
KANAKA ESTHER SZABO-CUMMINGS
Louise Alexander
Jane Elizabeth Terry Khalaf
FRANK HUDSON ELMER
Michael Chan

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