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Best financial advisors in East Long Beach, CA

Registered advisers within 25 miles of East Long Beach, CA.

Offices
2,923
Firms
1,150
Combined AUM
$29.4T
Firm-wide filings, not assets booked only here
Clients
3.38M
3,383,951 clients when Item 5C has a number
Avg / client
$8.68M
Combined AUM ÷ clients

Nearby offices

Firms

COBB PLANNING GROUP
J.P. MORGAN SECURITIES LLC
AMERIPRISE FINANCIAL SERVICES, LLC
LINDA A. BARLOW, CFP
ERNST & CO. WEALTH MANAGEMENT, LLC
MORGAN STANLEY
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STRATEGIC ADVISERS LLC
B CAPITAL
LPL FINANCIAL LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
PORTAGE CAPITAL MANAGEMENT LLC
K1 INVESTMENT MANAGEMENT LLC
TRILINC ADVISORS, LLC
PIER ASSET MANAGEMENT LLC

Investors

ROBERT DOUGLAS COBB
Matthew Sanchez
ERIC MATTHEW SCHWARTZ
SEAN PATIKAS-HUNTER
KYLE CRYER
Simone Smith
SERGIO A DEL PUERTO
Casi Dileva
MICHAEL PATRICK ERNST
MELISSA TO
Vincent Anthony Brizzolara
BRANDON P ANDERSON
JAMES DEWITT OWENS
Ethan J Lui
JOHN HADLEY LENTZ
WILLIAM STAUFFER
JOHN ANTHONY PRIVITELLI
PAUL WALTER HANSEN
Herbert Aristery Medrano
Jay Vy Nguyen
JUAN GARCIA
KEVIN HOAI NGUYEN
JAMES R. GILL
DANIEL OBRAND
DUNCAN A. MCPHEE
CIERA JADE NORTHROP
JOHN SKOBLAR
JAMES MICHAEL QUARRY
SAM ELGOUAL ELGOUAL
BRIAN KEITH MCTEAR
ERROL CAVANAUGH
JEDD BAUTISTA
ZACHARY DEWHIRST
SA'EED BUNCH
BRADLEY GUSTAFSON
DONNA LYNNE MCNEELY
Rozina Salim Rupani
Dane M Braunecker
RICHARD KARIM AZOUZ
Trent William Turner
Robert Lewis Baker
JOHN GERARD ARENSDORF
ALEJANDRO CHRISTOPHER TREJO
DAVID JOHN ANDERSON
KRISTOPHER RANEY
KATHRYN ANNE SUNICO
DANIEL FILLINGER
CARL LEIVA
CRAIG EVAN BENJAMIN
HENRY JOHN TALLARDY
JOHN COLLETT POLK
Arthur Robert Fu
Robert Bennett Johnston
Steven L Reed
CRISTIAN SANTANA
Jason Louis Solano
STEPHEN DEREK BRAND

Within 25 miles of East Long Beach, CA, Best Investors lists 1,150 registered investment advisory firms with 2,923 offices nearby, managing about $29.4T in combined regulatory AUM across 3,383,951 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 East Long Beach

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 CAPITAL RESEARCH AND MANAGEMENT COMPANY 134 clients $3.75T AUM 2 PACIFIC INVESTMENT MANAGEMENT COMPANY LLC 5 clients $3.67T AUM 3 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 4 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 5 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T 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