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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
AMES FINANCIAL SERVICES
AMERIPRISE FINANCIAL SERVICES, LLC
J.P. MORGAN SECURITIES LLC
TSAI WEALTH MANAGEMENT
KELMAR CAPITAL MANAGEMENT, LLC
TRANSAMERICA FINANCIAL ADVISORS, LLC
CETERA INVESTMENT ADVISERS LLC
SMART PORTFOLIO
OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
U.S. BANCORP ADVISORS, LLC
THE WEALTH COLLECTIVE, LLC

Investors

DIEGO T GONZALEZ
N Anthony Melara
JONATHAN CARLOS MELARA
MARTIN JUN-YOUNG LEE
BIANKA PENEVA
BAKTASH AHMAD RASHIDI
PATRICK V CHAN
KHOREN MARTIKYAN
PETER TRAN
JESUS IVAN BARBOZA GONZALEZ
RYAN FRANKLIN OVERHOLT
AREN HAGOP KORTOSHIAN
Prentice Eugene Parr
HRATCH AGAZARYAN
PEDRAM AFZAL
ANDY MAZMANIAN
DONNA TERUKO SAIKI
AHMAD GHADDAR
John Anthony Alvarez
Haneul Lee
Steve Kang
JACK CHIA-CHEN TSAI
Howard Hughes Qu
MEILEH COFFEY BURNS
VALERIE LEE BULLOCK
Eric Sean Sirich
RYAN Wang
Randy M Takayama
ANGELICA BETANCOURT
NICHOLAS ALLEN LANCASTER
Jin Kyung-Kim Hymers
CONNIE HSIANG YUAN JENSEN
CHARLIE KIM
PAUL ALEXANDER GREGERSON
ALEKSANDR REVMIROVICH DYO
EDWIN ORWIN YOUNG
MARK C. NEWPORT
Christopher Adam Barredo
Seana Chung
Nina Cloe Castellanes
DANIEL ABELEDA PAGILAGAN
Ronald Lawrence Rigsby
Emad Samy Gindi
Martha V Moran
Woong Rae Roh
Kristopher Nguyen
Jae Hyeong Koo
John Mortimer Agnew

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