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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

CALIBRATE VENTURES MANAGEMENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
PURE FINANCIAL ADVISORS, LLC
PYSNIK FINANCIAL, LLC
KINETIC INVESTMENT MANAGEMENT, INC.
SUMMITRY, LLC
DEW POINT CAPITAL
IMPACT FIDUCIARY LLC
FIRST CITIZENS INVESTOR SERVICES, INC.
THE 22 FUND MANAGEMENT, LLC
EQUANIMITY FINANCIAL PARTNERS
WELLS FARGO CLEARING SERVICES, LLC

Investors

VIVIAN WENLING CHANG
AMIT RASIK PATEL
Matthew Brunner
PATRICK MILLER DANLY
Madison Grace Anderson
ANNIE JU-YIN CHEN
Matthias Shortridge
RICHARD ANTHONY AVILEZ ALEXANDER
Joseph James Sanchez
Blake Kenneth Naylor
Marcus Gonzalez
JAYLENE DENISE PYSNIK
MICHAEL RYAN CARMONA PYSNIK
ALEX ZEPKOWSKI
ALEXANDER A TRAN
JAMES MICHAEL VANDEVOORDE
STEVEN PAUL COOPER
ROGER JYHJUNG CHANG
WINNIE YUEN YEE LEONG
PATRICK O'ROURKE DINAN
Christopher Mastro
HELEN KATHIE LEE
CHERYL HOM
MARIO WOIZESCHKE
Deanna W Yu
PRITI JAY MORA
James Jeffrey Lugo
GIANLUCA PACI
Brett Lindeman
Ricardo Escobosa
APRIL MICHIKO ZEE
Adam Pyle
LEE VANN ERBY
Michael Anthony Lange
MARY SHAWKY GHOBRY
Patrick Daniel Skovran
ART SALDIVAR
NEGIN BANAEI
MOUNIR MORCOS SAID
Brian Huu Vo
Julia Christina Pearl
Shelby Louise MacDonald
Amandeep Singh
CHRISTOPHER JUDE HAYDEL
CHRISTINE LUKMAN HERMOSILLO
MARLON PROFETA
KEVIN CHENG
ALBERT S BARCIA
DEREK MINGTAO YU
NHAN TRUNG LE
MUI NHI VOONG
PRINCE ANDERSON LANKFORD
GREGORY L GUTIERREZ
ELIZABETH RENE SANDOVAL
LILY CHANLEI KAM
RENEE KAY LAVALLI
RAY VINCENT PEARL
VINCENT WEI CHU
NICHOLAS ALAN PON
CLEMENT MUINDE
MARK JONATHAN HAMMOND
ELLIOT HSIAO CHANG
JOANIE T LIU
KHOREN MARTIKYAN
RYAN FRANKLIN OVERHOLT
JORGE LUIS CABRERA
ORZALLA SULAIMANKHIL
AHMED RAZI
WASAF ALI
RALPH PAN
IFEANYI LOUIS-ALFRED UKATU
BAKTASH AHMAD RASHIDI
PEDRAM AFZAL
ELIZABETH MARIE CANALES
ROBERT CHIA HONG YEH
AAMIR MOHAMMED LALANI
JOHNNY CHI
IRENE ELIZABETH HERRERA-ROBLES
GLORIA CHEN
GARY LE LAM
DANIEL K LEE
NATHAN RAY TOWNS
SHAHRYAR AHMAD SHAIKH
IRVIN SABINO HOYOS-OLEA
NA REN
GABRIEL CASTELLANOS
JEFFREY JONATHAN CARRION
STEVEN RAY TOWNSEND
YONG JOON CHO
RICHARD ASHLEY PELFREY
VICTOR YONEO KUBO
JUSTIN GEORGE HARMIER
LORENA RUBIO
JOCELYNE SANDOVAL
HO YAN TAM
NICOLE LUO
KYUNG SUK CHOI
JONATHAN MATTHEW PASIMIO
SUSAN MARIE ROSE
CRAIG SCOTT FEIN
DAVID ANTHONY CHERBAK
TODD DANIEL PORTER
YAOPA CHENG
CHARSSY CHI ZHANG
CONG WANG

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