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Best financial advisors in Hacienda Heights, CA

Registered advisers within 25 miles of Hacienda Heights, CA.

Offices
2,696
Firms
919
Combined AUM
$22.4T
Firm-wide filings, not assets booked only here
Clients
3.15M
3,151,882 clients when Item 5C has a number
Avg / client
$7.11M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
GOLDEN STATE CAPITAL INC.
CETERA INVESTMENT ADVISERS LLC
MML INVESTORS SERVICES, LLC
J.P. MORGAN SECURITIES LLC
CITIGROUP GLOBAL MARKETS INC.
CERDA MUNOZ ADVISORS, INC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
GL TRUST, INC.
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

HOWARD KENNETH WESS
Hillary LeeAnne Srilamsingha
ARMAND CATALLA BATOCABE
JOHN NEEMAN COURY
SHUTONG CHEN
Edward Todd Motley
JOHNNY BOWCHONG TAN
Ricardo Olvera
KEVIN EUGENE GOTTS
Stephanie Marie Gotts
Jorge D Torres
Rick A Murga
Alexa Barragan
ENRIQUE ULLOA
DOUGLAS MICHAEL ROWAN
CHRISTOPHER JAMES GEORGE
Lori Patricia Sherman
Roy Seto
STEPHEN LAWRENCE MURDOCK
BYRON STANLEY HIRATA
KAREN JEANNE BURNEFF
HERBERT NELSON MESSICK
GARY FLOYD SEYBOLD
HILBERTO CERDA
WILLIAM FRANK TORRES
AARON OCTAVIO MUNOZ
HECTOR M AMEZCUA
MAJID TAHERAN
TOM KIM
LAURA PATRICIA ARREVILLAGA
YONG JOON CHO
GREGORY L WILSON
JORGE DANIEL CHAVEZ
DORIS C LAU
Laura Zaragoza Guerrero
BRIAN COBIAN

Within 25 miles of Hacienda Heights, CA, Best Investors lists 919 registered investment advisory firms with 2,696 offices nearby, managing about $22.4T in combined regulatory AUM across 3,151,882 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 Hacienda Heights

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