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Best financial advisors in City Of Industry, CA

Registered advisers within 25 miles of City Of Industry, CA.

Offices
3,050
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

WELLS FARGO CLEARING SERVICES, LLC
3L CAPITAL MANAGEMENT, LLC
SHAMROCK CAPITAL ADVISORS, LLC
ROMILLY INVESTMENT MANAGEMENT, LLC
MISSION WEALTH MANAGEMENT, LP
J.P. MORGAN SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC
PACIFIC SUN FINANCIAL CORP
SILVER OAK WEALTH ADVISORS SERVICES, LLC
CONFIDENCE WEALTH MANAGEMENT, INC.
AOF MANAGEMENT LLC
DERDERIAN WEALTH MANAGEMENT, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
OCEAN PARK ASSET MANAGEMENT, LLC
SIERRA INVESTMENT MANAGEMENT, LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
ARIXA MANAGEMENT, LLC

Investors

NEDA AFNANI RIYAZATI
DILLON D FONG
DAVID MILES SZABLA
Sean Pitstick
Bradford Lee Gold
LEE'DYA ANNIECE HOUZE
Robert Edmondson Hearn
RYAN JEREMY FISHER
SHUFAN NMI CAO
ALYSSA LAUREN CREWS
LAURA ROBAYO
SILVIA BORA CHI
Yim Ming Ng
BRIAN WILLIAM GILROY
REM OCULEE
David Christopher Lauritzen
Crystal Oculee
Sergio Barajas Torres
SHAHEN SARKIS DERDERIAN
JOHN EMIL CARLSON
COLIN THEODORE BARBER
SAMAR FARHANGI
Jacob Helton McCain
Bruk A Campbell
Christopher Fredrick Casey
TIANA KAYLYN BRENNEISE
MARSHALL QUAN
GIRA PATEL
DAVID CHANDLER WRIGHT
GAYATRI R VYAS
NATHAN HENRY BRUMMEL
MARIBEL BENITEZ ZISCH
Matthew Whitaker
KENNETH LEE SLEEPER
Adam Lee
JAMES M LOFTUS

Within 25 miles of City Of Industry, CA, Best Investors lists 1,185 registered investment advisory firms with 3,050 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 Of 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