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Best financial advisors in Cerritos, CA

Registered advisers within 25 miles of Cerritos, CA.

Offices
3,451
Firms
1,359
Combined AUM
$31.4T
Firm-wide filings, not assets booked only here
Clients
3.39M
3,385,486 clients when Item 5C has a number
Avg / client
$9.27M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
SOVRAN ADVISORS, LLC
RWA WEALTH PARTNERS
MML INVESTORS SERVICES, LLC
VALUETECH PRIVATE ADVISORS
ASHVA CAPITAL MANAGEMENT LLC
LLG WEALTH MANAGEMENT
LAGOS WEALTH ADVISORS
OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
MONEY TRUTH STRATEGIC PLANNING
WORLD INVESTMENT ADVISORS, LLC
FIFTH THIRD SECURITIES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
FINANCIAL INTERNATIONAL

Investors

JACQUELINE MARIE GOODREAU
Katy Chai
DANIEL ETHAN DODGEN
Margery Anne Neis
ANTHONY ALOIS KRICKL
KATHERINE BURKE FLORES
Stephen In Hee Lee
Joseph A Silverman
JEFF JACOB MENNING
BRIAN R YOUNG
MURPHY MEGONIGAL
David M Coen
KIRK SNYDER
Russell Boyce Albright
Patricia Carla Howard
Paul Antony Ross Binks
Nan Cheng
MICHAEL JOSEPH MARTINEZ
ARTHUR MATTHEW CHEN
JUSTIN PETER BOREN
MICHAEL WILLIAM LAGOS
SAMUEL ESCOBAR
LILY LU
SUZANNE E ZIMMERMAN
TUYEN LE PHAM
TOM MITCHELL HESSLER
Saimir Astrit Prapaniku
STEPHEN PAUL KEARNS
Andy Nguyen
Sergio Ayo
Matthew Joseph Browne
Teresa Tabel
David Amarante Chavez
Cory J Matsumoto
GENAE ANTOINETTE AFFRUNTI
Rey Louie Carandang
Julia Marie Bica
SAMUEL GENIE
ROBERTO ROUSSELL WASHINGTON

Within 25 miles of Cerritos, CA, Best Investors lists 1,359 registered investment advisory firms with 3,451 offices nearby, managing about $31.4T in combined regulatory AUM across 3,385,486 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 Cerritos

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