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Best financial advisors in Downey, CA

Registered advisers within 25 miles of Downey, CA.

Offices
3,350
Firms
1,345
Combined AUM
$28.1T
Firm-wide filings, not assets booked only here
Clients
3.52M
3,521,333 clients when Item 5C has a number
Avg / client
$7.99M
Combined AUM ÷ clients

Nearby offices

Firms

U.S. BANCORP ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
PARK AVENUE SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RBC SECURITIES, INC
NESTYIELD ETFS
JOURNEY EQUITY WEALTH MANAGEMENT LLC
CENTAURUS FINANCIAL, INC.
J.P. MORGAN SECURITIES LLC
CITIGROUP GLOBAL MARKETS INC.
INTEGRITY INVESTMENT PORTFOLIOS LLC
PLANMEMBER SECURITIES CORPORATION
EDWARD JONES

Investors

Javier Rodriguez
ROBERT ANTHONY CASARES
Mustapha Fawal
ESTEBAN CAMACHO
FRANK JIMENEZ
Stephanie Elizabeth Elias
Rudy Stany Sanchez
ISAI JUAREZ
JOHN MENESES TAN
Rene Steven Moran
MANUEL RAMOS
Alexis Ramiro Melchor
NOREEN EMILY MARES
CESAR MACEDO
LEONOR ZAMORA
DENNIS C BUENAVENTURA
LUCELINA RODAS
STEPHANIE GARCIA
PABLO ELIZARDO SANCHEZ
WITT MCDEE
CONSTANTIN DRAGOMIR BRANCOV
Andreas Ispas
Kenneth Stewart
Emma Janet Aragon
Yohan Chung
FERNANDO HUGO SANDOVAL
Valery Jenisen Hernandez

Within 25 miles of Downey, CA, Best Investors lists 1,345 registered investment advisory firms with 3,350 offices nearby, managing about $28.1T in combined regulatory AUM across 3,521,333 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 Downey

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 DIMENSIONAL FUND ADVISORS LP 3 clients · 269 advisers $1.02T AUM 7 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 8 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM