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Best financial advisors in Covina, CA

Registered advisers within 25 miles of Covina, CA.

Offices
1,636
Firms
506
Combined AUM
$20.9T
Firm-wide filings, not assets booked only here
Clients
3.10M
3,104,961 clients when Item 5C has a number
Avg / client
$6.75M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
OSAIC WEALTH, INC.
PFS INVESTMENTS INC.
CITIGROUP GLOBAL MARKETS INC.
J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
LINCOLN INVESTMENT
VILLAGE GLOBAL MANAGEMENT, L.L.C.
FINVISOR SPV LLC
GOLD HOUSE VENTURES MANAGEMENT COMPANY LLC
ERA FINANCIAL ADVISORS
FUEL CAPITAL
RODEO GROWTH PARTNERS GP, LLC
BIGSTORY VC LLC
CONTRARIAN LABS INC.
T&R ADVISORS LLC
SUPERPOSITION VENTURE PARTNERS LLC
LPL ENTERPRISE, LLC

Investors

DANA CHRISTOPHER GO
RYAN ANTHONY GALLO
TOM HAIPEI TAN
RYAN MOUTON
USHA MONIQUE Cervantes
Philip Bryan Dumagan Jalad
JEFFREY WU
John Cao
DAVID ANTHONY CHERBAK
RALPH PAN
SALVADOR HUIZAR FLORES-CHATFIELD
PHILLIP CHARTCHAI KIRIBOON
Amber Marie Emmerson
Jon William Hubbert

Within 25 miles of Covina, CA, Best Investors lists 506 registered investment advisory firms with 1,636 offices nearby, managing about $20.9T in combined regulatory AUM across 3,104,961 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 Covina

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