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Best financial advisors in Eagle Rock, CA

Registered advisers within 25 miles of Eagle Rock, CA.

Offices
2,707
Firms
1,152
Combined AUM
$27.5T
Firm-wide filings, not assets booked only here
Clients
3.50M
3,502,612 clients when Item 5C has a number
Avg / client
$7.85M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STONE & NEWHOUSE WEALTH ADVISORY
STATE FARM INVESTMENT MANAGEMENT CORP.
MASON & ASSOCIATES, INC.
RFG ADVISORY, LLC
U.S. BANCORP ADVISORS, LLC
CETERA INVESTMENT ADVISERS LLC
TSAI WEALTH MANAGEMENT
KELMAR CAPITAL MANAGEMENT, LLC
WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
UP&UP CAPITAL, INC.

Investors

MICHAEL JON JENNY
Ming Tam
RICHARD CHARLES PONCE
Julie Blaus-Montenegro
BRENT MARKEY MASON
Mitchell Crocker
SUN MI SHIM
ABEL ALEXANDER SANTIBANEZ
LILIANA VERDUZCO
CHARLES WILLIAM MASON
HAGOP (JACOB) SAHAK TUJIAN
Sharon Donna Azgour
Esteban Amaya
Armen Terhakopian
Andrea Guadalupe Gonzalez
Yusuf Bhaimeah
Aaron Friedman
MARIGA TOROSSIAN
DEYANIRA GISSELL GUTIERREZ
HOVIG PAUL OUNJIAN
Yuvraj Kataria
David Alexander Melgar
STEVEN SU LIANG
JOHN HAROLD HERRERA
JACK CHIA-CHEN TSAI
DAVID LOPEZ
JUNE ALISON CHOW
JEFFREY ALLEN TAYLOR
RAYMOND PHILIPPE MATHIEU
RIPSIME HELENA SOULAKHIAN
Sevak Khachatoorian

Within 25 miles of Eagle Rock, CA, Best Investors lists 1,152 registered investment advisory firms with 2,707 offices nearby, managing about $27.5T in combined regulatory AUM across 3,502,612 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 Eagle Rock

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