Best Investors Account Sign in

Best financial advisors in Chino, CA

Registered advisers within 25 miles of Chino, CA.

Offices
1,618
Firms
517
Combined AUM
$15.6T
Firm-wide filings, not assets booked only here
Clients
3.28M
3,282,996 clients when Item 5C has a number
Avg / client
$4.75M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
AIX ALPHA LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
BRIGHT LEGACY LLC
EDWARD JONES
AEONIAN CAPITAL, LLC
TRANSAMERICA FINANCIAL ADVISORS, LLC
CITIGROUP GLOBAL MARKETS INC.
CETERA INVESTMENT ADVISERS LLC
SHAH WEALTH ADVISORS
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

Roberto I Flores
XI LI
PHILLIP CHENG
VICTORIA IVY RENNE
ALLY CHIAYIN LI
SHAHRYAR AHMAD SHAIKH
KEVIN CHENG
Cristopher Evan Cuevas
Brian S Steen
Mary Kathleen Caporale
Ruben E Munoz
Javier Lopez
Jamie Louise Harwood
Carlos E. Rojas
KEVIN ZIJIAN CHEN
Chun H Ng
Yen Chun Chen
ROBERT GENE LEE
SUZANNE WONG
ISAIAH LAVARR WILLIAMS
MARISELA FRAIRE GONZALEZ
LAURA VASQUEZ
WEIHSIUNG LIANG
ANDREW LAWRENCE LEE
Siddharth Pravin Shah
MARIA Y OJEDA PARTIDA
ARPY MONTU RAVAL
Nihar Shah
Sichen Li
KRISTI HWA KIM

Within 25 miles of Chino, CA, Best Investors lists 517 registered investment advisory firms with 1,618 offices nearby, managing about $15.6T in combined regulatory AUM across 3,282,996 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 Chino

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