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Best financial advisors in City Industry, CA

Registered advisers within 25 miles of City Industry, CA.

Offices
3,047
Firms
1,185
Combined AUM
$26.8T
Firm-wide filings, not assets booked only here
Clients
3.41M
3,410,301 clients when Item 5C has a number
Avg / client
$7.85M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
PFS INVESTMENTS INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
U.S. BANCORP ADVISORS, LLC
INFINITY FINANCIAL SERVICES ADVISORY
EQUITABLE ADVISORS, LLC
TREASURE CHEST FINANCIAL
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
CITIGROUP GLOBAL MARKETS INC.

Investors

MARIA FERNANDA GALLI
ADAM Christophe GONZALEZ
Lu Chen
Stephen Huang
YU CHEN
PAUL CHUNG YIM
MAJID TAHERAN
GARY FLOYD SEYBOLD
DOUGLAS MICHAEL ROWAN
CHRISTOPHER JAMES GEORGE
Lori Patricia Sherman
Roy Seto
STEPHEN LAWRENCE MURDOCK
BYRON STANLEY HIRATA
KAREN JEANNE BURNEFF
HERBERT NELSON MESSICK
Kevin Qin
Christopher John Andres
ANDY E GUARDADO
GUILLERMO SALAS
ENRIQUE ULLOA
Jorge D Torres
Rick A Murga
Alexa Barragan
DWIGHT DAI LEE
SHU-YUAN LAI
Peter Chow
Lidan Zhang
JOHN JUNGKI KOH
NATALY BRITO
HECTOR M AMEZCUA

Within 25 miles of City Industry, CA, Best Investors lists 1,185 registered investment advisory firms with 3,047 offices nearby, managing about $26.8T in combined regulatory AUM across 3,410,301 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 City Industry

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 7 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM