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Best financial advisors in Diamond Bar, CA

Registered advisers within 25 miles of Diamond Bar, CA.

Offices
2,134
Firms
656
Combined AUM
$17.7T
Firm-wide filings, not assets booked only here
Clients
3.12M
3,119,093 clients when Item 5C has a number
Avg / client
$5.68M
Combined AUM ÷ clients

Nearby offices

Firms

THE FINANCIAL GROUP
J.P. MORGAN SECURITIES LLC
SYNDICATED CAPITAL, INC.
OSAIC WEALTH, INC.
U.S. BANCORP ADVISORS, LLC
VALUETECH PRIVATE ADVISORS
ASHVA CAPITAL MANAGEMENT LLC
LLG WEALTH MANAGEMENT
MML INVESTORS SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LAGOS WEALTH ADVISORS
CITIGROUP GLOBAL MARKETS INC.
WELLS FARGO CLEARING SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
PFS INVESTMENTS INC.

Investors

ROBERT ALAN BROOKS
SHANE CHANGOOK KIM
Amanjit Bains
Josie Ya Fang Chuang
K PATRICK LEE
FAITH LEE
K PAMELA LEE
FRANK PAUL SCHWEITZER
JOSEPH LLOYD MCADAMS
KURT LEE NEILAN
LISA ANNE SILVA
RANDY WING LOUIE
ENOCH CHUNG
BRIAN L CHAN
ANDRE LEE
RENA Z LI
DAVID JAKL
Jyoti Narsai
Nan Cheng
MICHAEL JOSEPH MARTINEZ
ARTHUR MATTHEW CHEN
Taoran Li
Rain Lei Qin
JUSTIN PETER BOREN
MICHAEL WILLIAM LAGOS
SAMUEL ESCOBAR
ANDREW WEI YANG
LILY LU
YAOPA CHENG
Sisi Wu
JIAHUI EVA XU
Ching Yu Lam
John W Mishima
JORGE ORTIZ VASQUEZ
JINGDI SUN
Harpal S Sandhu
Michelle Chung-Hui Lai
LANFENG ZHAO
ANDREW B CHOU
MILDRED LIM YOUNG

Within 25 miles of Diamond Bar, CA, Best Investors lists 656 registered investment advisory firms with 2,134 offices nearby, managing about $17.7T in combined regulatory AUM across 3,119,093 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 Diamond Bar

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM