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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

RCF ASSET MANAGEMENT GROUP 4, LLC
RSC ASSET MANAGEMENT GROUP, LLC
RSC INDUSTRIAL ASSET MANAGEMENT GROUP 2, LLC
RCF ASSET MANAGEMENT GROUP 3, LLC
INDEPENDENT FINANCIAL PARTNERS
STATE FARM INVESTMENT MANAGEMENT CORP.
EAST BEACH ASSET MANAGEMENT, LLC
PARALLAXES CAPITAL
GT INVESTMENT MANAGEMENT, LLC
TOLTON ASSET MANAGEMENT, LLC
LPL FINANCIAL LLC
CITIGROUP GLOBAL MARKETS INC.
EDWARD JONES
TCG CAPITAL MANAGEMENT
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
PRIVATE ADVISOR GROUP, LLC
CETERA INVESTMENT ADVISERS LLC
WELLS FARGO CLEARING SERVICES, LLC
MARINER WEALTH
J.P. MORGAN SECURITIES LLC

Investors

Ryan Patrick Lynch
HANSEN RORY CHAMPLIN
JOE THANH NGUYEN
SEYAVASH NMN SARABI
Cole Kahrilas
JAMES STEVEN TURO
JUSTIN CRAIG TOLTON
SCOTT CHRISTOPHER TOLTON
Christopher J Cobb
RODRYAN ANGELES MARAYAG
Alexander Spang Taylor
Timothy Shiu-fong Yong
STEVEN JOEL FOX
NUBIA ALVARENGA
STUART NATHAN ROSENBERG
Deborah Diamond Der-Hammett
Naomi F Price
William Runkle
DUSTIN COBEY HOFLAND
MYRIAM MAURICE PADILLA
RICHARD DAVID FONTANA
CRAIG JOSEPH ATTANASIO
ARTURO ALVAREZ
Roy Guia
NITA MUKESH JOSHI
Conor Friedle

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