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Best financial advisors in El Monte, CA

Registered advisers within 25 miles of El Monte, CA.

Offices
2,755
Firms
1,125
Combined AUM
$26.4T
Firm-wide filings, not assets booked only here
Clients
3.40M
3,398,056 clients when Item 5C has a number
Avg / client
$7.77M
Combined AUM ÷ clients

Nearby offices

Firms

VICENTE CAPITAL PARTNERS, LLC
LOGICA CAPITAL ADVISERS, LLC
CITIGROUP GLOBAL MARKETS INC.
KB PRIVATE WEALTH MANAGEMENT GROUP
AIR VENTURE PARTNERS LLC
NORTH PIER FIDUCIARY MANAGEMENT, LLC
J.P. MORGAN SECURITIES LLC
RBC SECURITIES, INC
ZENANI CAPITAL, LLC
ONETEAM VENTURES ADVISOR, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
RAYNMAKER FINANCIAL
HARRIS & ASSOCIATES
CORBEL CAPITAL PARTNERS
K1 INVESTMENT MANAGEMENT LLC
U.S. BANCORP ADVISORS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
KINGSWOOD CAPITAL MANAGEMENT, L.P.
BLUE ZONE WEALTH ADVISORS, LLC

Investors

WAYNE NMN HIMELSEIN
PATRICK JOSEPH RENTZ
LAURA MARGARET GOODMAN
Viviana Mercedes Ramirez
KARY JAY BARTMASSER
FRANK DONALD SZYMANEK
Gregory Dion Metzger
VALERIA JARAMILLO ECHEVERRIA
COLE ALEXANDER MURPHY
JAMES IRA SCHEINBERG
BRANT JACKSON GRIFFIN
Jacob Servin
DANIEL MOBLEY
Dylan King
CARMEN CASALE
THOMAS FRANCIS BENNETT
Peter Giacona
RAFAEL G MENDEZ
Gary Friedle
KONSTANTIN SOLOMON PRIVES
DAVID MATTHEW TERRELL
MANUEL VIADERO
Lincoln Rosenblood-Cappe
Michael Phung
DAVID LOUIS HARRIS
Darlene Flores Swatik
RAY ALHAGE
Jay Carl Sanders
JUDITH MARIA LU
JOSHUA MARTIN SAILAR
BRYAN JAMES LEE
Anderson Jansen Lafontant
Justin Junho Yoo

Within 25 miles of El Monte, CA, Best Investors lists 1,125 registered investment advisory firms with 2,755 offices nearby, managing about $26.4T in combined regulatory AUM across 3,398,056 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 El Monte

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