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Best financial advisors in Buena Park, CA

Registered advisers within 25 miles of Buena Park, CA.

Offices
2,925
Firms
1,040
Combined AUM
$27.4T
Firm-wide filings, not assets booked only here
Clients
3.21M
3,211,074 clients when Item 5C has a number
Avg / client
$8.53M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
YOUR PRIVATE CLIENT GROUP, INC.
SJ BRIDGE CAPITAL, INC.
OAKTREE WEALTH GROUP INC.
DEP CAPITAL
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
UBS FINANCIAL SERVICES INC.
CWM, LLC
WELLS FARGO CLEARING SERVICES, LLC
OSAIC INSTITUTIONS, INC.
LIFEWORKS ADVISORS, LLC
MML INVESTORS SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
THRIVENT INVESTMENT MANAGEMENT INC.

Investors

Nailah Khan
Alejandro Loza
TODD PHILIP DAGOSTINO
DAVID YOON CHONG
YVETTE JURADO GARCIA
GINA WELCH
SUSAN L. TUNELL
LISA L. MILLER
LIVMILLIE JACOBE ARIAS
EVAN FUWEN LING
AMY MEI
JOHN J. COWLEY
ORESTE A. VOLKERT
BENJAMIN JUN-WEY LING
SHAWNA J. GWIN
Mane Aslanian
Felix Ting-Wey Ling
TZU JUNG HUANG
RODNEY LEE ENGEL
JENNIFER HO
TIMOTHY M WU
NATHANIEL PHILLIP NESBITT
ROBERT A. RUMISHEK
ALEXANDER P. VELTO
DOMINICA L HENDERSON
JEANNETTE MARIE DOBBYN
KENNETH DAVID IBBETSON
ERIC WILLIAM BEATTY
BENJAMIN DOMINGUEZ
STEPHAN JOHN SHATYNSKI
STACY RENEE STRYKER
DAVID SUK KO
BRENDA NAVARRO
ADRIAN MONTECINOS
DANOVA GARY CHOW
KEVIN LUU
KATHLEEN LUU CHOU
Leyton David Bohren
Cynthia L Rich
Edward Todd Motley
Keegan Ferraro
Laura Zaragoza Guerrero
KEVIN EUGENE GOTTS
Stephanie Marie Gotts
HAROLD EDWARD DURBIN
JEREMY BRIAN TYSOR
ROBERT CARL HINTZ
Michael Steven Conway

Within 25 miles of Buena Park, CA, Best Investors lists 1,040 registered investment advisory firms with 2,925 offices nearby, managing about $27.4T in combined regulatory AUM across 3,211,074 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 Buena Park

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 CAPITAL RESEARCH AND MANAGEMENT COMPANY 134 clients $3.75T AUM 2 PACIFIC INVESTMENT MANAGEMENT COMPANY LLC 5 clients $3.67T AUM 3 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 4 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 5 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 6 CAPTRUST 963 advisers $1.24T 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