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Best financial advisors in Firestone Park, CA

Registered advisers within 25 miles of Firestone Park, CA.

Offices
2,947
Firms
1,221
Combined AUM
$27.7T
Firm-wide filings, not assets booked only here
Clients
3.51M
3,511,685 clients when Item 5C has a number
Avg / client
$7.88M
Combined AUM ÷ clients

Nearby offices

Firms

BLACK IMPACT GROUP, LLC
J.P. MORGAN SECURITIES LLC
OPES CAPITAL GROUP, LLC
FINZ ADVISORS, LLC
WELLS FARGO CLEARING SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
U.S. BANCORP ADVISORS, LLC
RHEA CAPITAL MANAGEMENT
CETERA INVESTMENT ADVISERS LLC
CRAWFORD CAPITAL, LLC
THE 22 FUND MANAGEMENT, LLC
DEW POINT CAPITAL
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

MELBA ABIGAIL RODRIGUEZ
Christopher Fisher
ULISES HERNANDEZ
Juan Francisco Martin
Kenny Jung
Javier Rojo
ALFONSO GARCIA
Maricela Villa Hernandez
Alejandro Gomez
CALEB EDWARD WILLIAMS
Andrew S. Nava Jimenez
JEREMY HENRY UZQUEDA
Cristian Ochoa
Bruce Michael Stava
CAPRICE COLLINS
STEVEN PAUL COOPER
ALFREDO GONZALEZ

Within 25 miles of Firestone Park, CA, Best Investors lists 1,221 registered investment advisory firms with 2,947 offices nearby, managing about $27.7T in combined regulatory AUM across 3,511,685 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 Firestone Park

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