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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

AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
HAMILTON WEALTH, LLC
CHARLES SCHWAB & CO., INC.
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
EQUITABLE ADVISORS, LLC
LPM ADVISORS, LLC
PM MGMT, LP
EAST BEACH ASSET MANAGEMENT, LLC
PARALLAXES CAPITAL
GT INVESTMENT MANAGEMENT, LLC
R.H. DINEL INVESTMENT COUNSEL,INC.
ASCENDANT CAPITAL PARTNERS LP
CARMELINA CAPITAL, LLC
AJAX ASSET MGMT., LLC
U.S. BANCORP ADVISORS, LLC

Investors

CAROLYN FRANCES HEMANN
ANDRE K LOGAN
R. DALE PREATOR
Stefan Mauricio Saldivia
Amit S Shah
ZOYA LECHTHOLZ
AUGUSTINE DOMINIQUE CHOI
GERALD EDWIN NEWMAN
GEORGE RANDY HAMILTON
Avery Burton
ERIC BYUN
George Muench
Donna J Niemann
JOSEPH Y KIM
Michael Adam Walter
STEVEN JOHN BRISTOL
HORACIO LOPEZ
Jonathan Michael Richard Hernandez
Eric Sany Kozman
ALINE JULIANA PADBERG-ROSEN
Pablo Asael Lozano
Owen Kohler
Matthew Gregory Johnson
Sean Hetherington
ANA TEPER
Kevin Francis Miller
Jesus Andrade
Kyle P. Bobo
Michael Anthony Posner
LAWRENCE IRA GOLDSTEIN
MICHELLE SULE STEWART
BROOKE COURTNEY GOLDSTEIN
Jonathan R Krueger
DENISE MARLA SCHACHNE
Patrick Infante
Bo Ram Lim
ANTHONY GORDON PEYROT
BRUCE JAMES LAGNESE
PARISA TAHERI TAFRESHI
KEITH Richard ZAVALA
Jenna Michele Kaplan
ROBERT BENNETT KAPLAN
SEYAVASH NMN SARABI
Cole Kahrilas
JAMES STEVEN TURO
Robert James Terrell
RICHARD HENRY DINEL
GREGORY ROBERT NATHAN
Matthew David Bowen

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