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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

ROW ASSET MANAGEMENT, LLC
THE CAPROCK GROUP, LLC
EMPIRICAL WEALTH MANAGEMENT
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
JOHNSON'S CAPITAL PARTNERS CORPORATION
CHARLES SCHWAB & CO., INC.
DI BELLO FINANCIAL
STATE FARM INVESTMENT MANAGEMENT CORP.
OAKMONT CORPORATION
THE CYPRESS FUNDS LLC
TCW PT MANAGEMENT COMPANY LLC
SEPULVEDA MANAGEMENT LLC
AMERICAN REALTY ADVISORS
TCW INVESTMENT MANAGEMENT COMPANY LLC
TCW ASSET MANAGEMENT COMPANY LLC
TCW ASSET BACKED FINANCE MANAGEMENT COMPANY LLC
METROPOLITAN WEST ASSET MANAGEMENT LLC
BLACKLINES FINANCIAL
COUILLARD CAPITAL LLC

Investors

Kevin Joseph Sierzant
MICHAEL JAY HAMRICK
MEGAN BRILEY JONES
ERIC SPRAKER
ROWENA LACUESTA
DEREK HUFFMAN
RICHARD SPRAKER
Martin Vince Johnson
CESAR ROCHA
Zachary Joseph White
JOSEPH RAMIREZ
EDWIN EMANUEL DUKE
ANNETTE ROSE DI BELLO
Thea Rae Lewis
Callum A Culmer
TIMOTHY DAVID MOSLEY
LU TIAN STONE
Olivia Marie Smith
Donny Nguyen
Samantha Garcia
Courtney Michiko Ima
RICHARD FRANCIS DUNN
Randy D Schechter
GARLAND OVERTON SHARP
ANDREW EFREN CASTRO
ERIC TAN-MING HOM
SAUL JONELLE SERANO
Catherine Jean Wilson
NEILSON LICOS
KENNETH DUANE KEITH
Alexander Biestek
Nathan Delgado
Mark Stanga
Aisha Naviwala
JEFFREY ALAN STUBBERT
JAMES PAUL HELSEL
Chad E Shultz
STEPHEN MILAN SMITH
Shane Lunneborg
CALEB NICHOLAS LODGE
Scott Ryan Lee
Karlee Faith West
Trevor Ray Williams
Neha Dixit
Koral Anne Newman
Adam Hess
BEN TRAN
MARK A VASQUEZ
JOANA RAMIREZ YOUSSEFZADEH
Erin Catherine Noel
Sarah Kaiser
MARK ANTHONY ROMANO
JONATHAN MICHAEL AGRESTI
ANDREW LEO HUMBERD
SHANT THOMASIAN
Jessica Coste
TIFFANY NICOLE TOBIAS
ANNA E KINSELLA
ELIZABETH LYNNE DEVEAU
ROBERT EDWARD MILLER
TRACY LYNN JUSTINIANO
THOMAS YEN-HSI KUO
PETER MARTIN MOORE
DANIEL STEPHEN PACE
JEFFREY TODD KATZ
Ivan Luna
Peyton Suzanne Sventy
ZACHARIAS MILLER
NOAH SAMUEL NORMYLE
Dylan Thai
MARY FRANCES MULCAHY
TIMOTHY SEAN CARLEY
Blake William Bauer
Richard Alexander Guints
LORI ANN GILCHRIST
JAMES BURGESS CONNER
ANA CRISTINA GUTIERREZ
JOHN CHARLES LAZZARO
CRYSTINA S. KAZMIER
JORDAN P REALS
BRENT PAUL ABENDROTH
ALLISON JOAN SALOY
MARK SALVATORE OPPEDISANO
Kelly Jean Longo
JAVIER EDUARDO SANTOS
Renee Lori Cohen
Kelsey Wilson
Zully Ruiz
Eric David Couillard

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