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Best financial advisors in Duarte, CA

Registered advisers within 25 miles of Duarte, CA.

Offices
1,553
Firms
523
Combined AUM
$20.9T
Firm-wide filings, not assets booked only here
Clients
3.12M
3,115,503 clients when Item 5C has a number
Avg / client
$6.71M
Combined AUM ÷ clients

Nearby offices

Firms

MOORE MONEY ADVISORY
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
INDEPENDENT FINANCIAL GROUP, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
COLTON WEALTH MANAGEMENT
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
U.S. BANCORP ADVISORS, LLC
CHARLES SCHWAB & CO., INC.
CITIGROUP GLOBAL MARKETS INC.
CSI WEALTH MANAGEMENT
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
EAGLE STRATEGIES LLC

Investors

TIMOTHY LEMUEL MOORE
Bruno Esteban Esquivel-Paz
Jimmy Natalius Hoesan
JENNIFER KRISTEN Morris-Montes
GARY WAYNE MORRIS
ROBERTA BAUTISTA ARMIJO
BRADLEY HUDSON SCOTT
Daniel Joseph Wheeler
JAMES ALLEN CHRISTIANSEN
SCOTT FREDERICK COLTON
Joshua McGregor Colton
sarah zhu
Victor Yip
David Inhyuk Lee
HENRY WONG
Tiffany Cheng Collins
Irene W Choi
WEI-TEH CHEN
Andy Koko Cheng
JIAJIA SHEN
Kevin Z Cai
Chih Chieh Chang
Selena Chen
Wai Shing Stephen Law
Michael N Chow
BRIAN KIM
Ellie Wong
HOWARD ARTHUR HUCKINS
Ming Wai Connie Kwok
ANNA HUIPING LI
RICHARD ANTHONY MILLER
PING SHUANG CATHY WU
William J Petro
Benjamin C Ashkinos
Joann Lee
JOHNNY WONG
WEI HAN JACK CHANG
Alejandro Medina-Kennedy
JANICE RAE EBBERT
Jean D Koehler
DOUGLAS ARTHUR HEAL
Dingzhi Chen

Within 25 miles of Duarte, CA, Best Investors lists 523 registered investment advisory firms with 1,553 offices nearby, managing about $20.9T in combined regulatory AUM across 3,115,503 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 Duarte

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