Best Investors Account Sign in

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
LPL FINANCIAL LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
RICE HALL JAMES & ASSOCIATES LLC
RBC CAPITAL MARKETS, LLC
LAKE AVENUE FINANCIAL LLC
GRIFFINEST ASIA ASSET MANAGEMENT, LLC
OAKGROWTH WEALTH MANAGEMENT LLC
VIDA PRIVATE WEALTH LLC
RAYMOND JAMES & ASSOCIATES, INC.
D.A. DAVIDSON & CO.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IMPRINT LAB, LLC
CETERA INVESTMENT ADVISERS LLC
J.P. MORGAN SECURITIES LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

AMIT RASIK PATEL
Matthew Brunner
PATRICK MILLER DANLY
Madison Grace Anderson
DANIEL JAMES MCMILLAN
Veronica Ann Zamora
JON ANDREW BOSTROM
DAVID PHILIP LUNA
STEVEN KERSTEIN
MANUEL DAVID LOZANO
LOUIS MILLETT HOLTZ
DEANNA MARIE CLARK
ELIZABETH MARY KESHISHIAN
JEFFREY MATTHEW SCOFIELD
EDMUND JOSEPH REGAN
Junia Pan Li
ALEX BEDO CHALEKIAN
JASON ROBERT SIKMA
VICTOR HUANG-CHIANG LIN
CHUNG PING LI
SHANSHAN WANG
WAN-LIN LIAO
YU-LUNG TSAO
XINYI WANG
DAVID BASSAM HINDI
G MIGUEL ALVES
Ariel Praw
JAY MICHAEL OLDHAM
Dylan A Garcia
JOHN DAROLD SIMMONS
HOWARD EMERSON KERN
SANAE ANNE GARCIA
MICHELLE RENE MOORE
Michelle L. Marquez
Jason Lee Ray Betts
AARON JASON WERNER
KATHLEEN J ROSHAY
Simon Alexander Rawlinson
JOSELYN ESTEFANY NORDSTROM
JORDAN JOSEPH BERRY
Quenten MacGrew Kirby
Jessica Anne Quinn
Damian J Flanigan
BRIAN A. AUGUSTINE GARCIA
Patricia Valenzuela
VERONICA HERRERA AGUIRRE
KENNETH WILLIAM ROBBINS
JAZMIN GABRIELA CARPENTER
OHAN CHOREKCHYAN
KEVIN JAMES MCCARTHY
MAGDALENA MARIA LESMANA
Jake Nichols Stollmeyer
William Leo Creedon
MICHAEL JAMES JACKSON
CHALYDA DUMAYAS
Nadine Ibrahim
WILLIAM MCPHERSON FITZHUGH
Michael Fred Jaquez
Elen Arakelyan
STUART NG
STEPHANIE JONES BENNETT
SUMMER ELIZABETH ODIN
KATHERINE CURTIS REITNOUER
Sebastian William Payne
STEVEN CHARLES JACKSON
Andrew Steinberg
ALESHA LYNN LOZANO
JOHN FREDERICK REITNOUER
Luis Adrian Pascual Curiel
Alejandro Loza
MARCO AUGUSTO SCALCO
KIMBERLY ANN JASO
DIANA HO CHAN
John Anthony Alvarez
Essam Elia
Steven Parker
Christopher O'Dell
Josiah Wilson
Ivan Flores
HELEN KATHIE LEE
DUSTIN COBEY HOFLAND
MYRIAM MAURICE PADILLA

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