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Best financial advisors in C S U Dom Hls, CA

Registered advisers within 25 miles of C S U Dom Hls, CA.

Offices
2,902
Firms
1,205
Combined AUM
$27.7T
Firm-wide filings, not assets booked only here
Clients
3.52M
3,516,406 clients when Item 5C has a number
Avg / client
$7.88M
Combined AUM ÷ clients

Nearby offices

Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
TRANSAMERICA FINANCIAL ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
PFS INVESTMENTS INC.
INTEGRATED CAPITAL MANAGEMENT, INC
LPL FINANCIAL LLC
U.S. BANCORP ADVISORS, LLC
BRAZEN CAPITAL, LLC
MARINER WEALTH
GARDENA FINANCIAL RETIREMENT ADVISORS
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL ENTERPRISE, LLC
INTEGRATED WEALTH CONCEPTS LLC

Investors

Alejandro Acosta
Stephanie Valechia Hicks
ANTHONY CHRISTOPHER HICKS
Samantha Isabel Gomez
ERIKA SIMONE NOBLE
MARIAH COLETTE SIMMONS
MODESTY KOREAN BRIGGS
FRANK SCIOTTO
JEFFREY ROBERT LAVIN
SARAH AHLHEIM
MARK JAMES SUDOL
Ron Leibovici
Maryann Wolfenden
Angel Uriel Velasquez Siqueiros
Michelle Lynne Swint
Robert Abdul Mustafa
DOUGLAS EDWARD FRAZIER
MAI THI PARK
LAILA SOBHI MARSHALL-PENCE
PHILIP JOEL KAVESH
Yutaka Anegawa
Cesar G. Delgado Hinojos
Roy Guia
yuko matsuo
KIAK X TAE
Yuji Chao
Kozue Igarashi
STEVEN YOKOMIZO
RANDALL TAKESHI TAKAKI
MARY SHASHA HUANG
WANEE C JEERAPAET
Dierra Lynne Morrow Bean
HIROKO OKUNAGA
KAZUE FUKUDA
KYOKO KAY NARINO
SHINJI TAKESHITA
MICHAEL T GODDARD

Within 25 miles of C S U Dom Hls, CA, Best Investors lists 1,205 registered investment advisory firms with 2,902 offices nearby, managing about $27.7T in combined regulatory AUM across 3,516,406 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 C S U Dom Hls

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