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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

AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
OSAIC INSTITUTIONS, INC.
PFS INVESTMENTS INC.
WELLS FARGO CLEARING SERVICES, LLC
J.P. MORGAN SECURITIES LLC
U.S. BANCORP ADVISORS, LLC

Investors

Timothy Christopher Camas
MARIA FERNANDA GALLI
Amber Mary Gaitan
Rafael Macias Robles
JESSIE M VARGAS GUTIERREZ
Ana Maritza Fuentes
MALCOLM GLENN ROANE
ADAM Christophe GONZALEZ
Jonathan David Cortes
EDGAR ALEXIS JOVEL
LISA A CARREON
DAVID ANTHONY BRIANO
ANDY E GUARDADO
ALFREDO GONZALEZ
Juan Galvez
Christy Isordia
ALFONSO GARCIA
Maricela Villa Hernandez
JOHN JUNGKI KOH
NATALY BRITO
Javier Rojo
GUILLERMO SALAS

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