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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

EDELMAN FINANCIAL ENGINES
EAGLE STRATEGIES LLC
CAPITAL RESEARCH & CONSULTING LLC
ARROYO INVESTMENT GROUP, LLC
ALLSTATE FINANCIAL ADVISORS, LLC
CENTAURUS FINANCIAL, INC.
LPL FINANCIAL LLC
PYSNIK FINANCIAL, LLC
KINETIC INVESTMENT MANAGEMENT, INC.
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
THREE-SIXTY HEALTH VENTURE PARTNERS, LLC
FELICITAS GLOBAL PARTNERS, LLC
ASSET PLANNING, INC
OSAIC WEALTH, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

Sonny David Edward Licata
STEVEN DELPINO
DANIEL CHANG
MICHAEL DEAN HANEY
Gabrielle Kristina Stapleton
JOHN PATRICK ODELL
STEVEN KARL GISSINER
Daniel Blackwell Watson
Madeline McGrath Odell
Phillip Gene Wildes
Stephanie Avea Hagan
LISA VERONICA TADDEO
BENJAMIN NAVARRO
KEVIN LEE
Alfred Scott Rivera
GARRICK DAVID GOOKIN
JASON M BATT
Summer Rose Horan
Ashley Nichole Navarre
MARK William NENNINGER
David Michael Linsky
Wilmer Ricardo Cordoba
Michael Lawrence Hollar
JONATHAN PENALOZA
Margaret Kelly
DAVID FRANK TABOR
Marc G Linsky
JERRY FRANK BROWN
JEFFREY STEVEN SELTZER
STEPHEN CONNOR MCCRAW
TIMOTHY JAMES THOMPSON
ANISSA M ATTARD
Jane Mary Olbekson
TIMOTHY JAMES HAGUE
BRIAN DANIEL VOSBERG
JEFFREY DAVID MORELAN
Troy Kent Walker
KEN MATSUO IHORI
KENNETH ALFRED MCCABE
VICTORIA L WILSON
ABEL LOPEZ OLIVARES
James Ronald King
ELIAS ROBERT REYNA
Nathan Peters
SARAH JANE TUFTS
ERIC GEORGE BRILLANT
PERLITA B MARTIN-HEBERT
Joel E Archer
ADAM J HANDLER
STEVEN KENNETH LAZETTE
PATRICK RHEAGAN SHIELDS
MICHAEL MARTINELLI
PATRICK PARSA VAHID
Michael Shawn Mullen
JEFFREY PATRICK HOBERT
ANTHONY SCOTT DESJARDINS
JONATHAN Lee ESTRADA
Alyssa Dawn Martinez
Osvaldo Cisneros
HUMBERTO LARIOS
DYLAN LINSKY
Lisette Mariana Ramos
Branden David Barrom
John Sebastian King
Charles Hamilton Roe Burling
Edward John Zwickl
MICHAEL YOUNG HAMILTON
JEROME VICTOR DUHOVIC
RANDALL KENNETH HUNTIMER
JIMMIE ANTHONY RAY
BLANCA VICTORIA INTRIAGO
JOSEPH GREGORY PAPEZ
RAYMOND CHAVEZ
CARLOS ARTHUR RASMUSSEN
WESTLEY HAYES KING
STACEY JANAY CORBELLO
GEORGE GENGO NABESHIMA
JAMES V PETERS
LUCAS DANIEL DIPIETRO
NOREEN EMILY MARES
RANDALL C HARLESS
DARREN ROBERT GROSSMAN
KENNETH FLOYD JORGENSON
KATHLEEN MARIE ZWICKL
ANDRES GOMEZ
Michael Hillyard Tootle
ALLISON LAURENE DONECKER
Austin L Terrell
RONALD CHARLES GABLE
JAMES RONALD KING
PATRICK ROLAND HOBERT
BENEDICT MARTIN MALONEY
JAMES BLUEFORD EBERHARDT
GENE WILBUR WILLIAMS
JOHN BARR DOLAN
Ernest M Martinelli
STEVEN WESLEY KAPSIMALIS
RICHARD DENNIS MEANS
CHRISTOPHER CHARLES CAPEZUTO
REGINA V FRIAS
WILLIAM CHARLES BURKS
DAVID ANTHONY MARTINEZ
GARRETT MARTIN VANAMEN
SAMUEL LESLIE SUTTERFIELD
Michael Anthony Elias
MARTIN J VANAMEN
MANUEL RAMOS
RACHEL ANN SCOTT
DAVID WILLIAM ANDERSEN
WILLIAM CHARLES BURKS
Ana Maria Franco
DONNA LOUISE PAYNE
KELLEY SUSAN SLAUGHT
John Anthony Castillo Tacuri
DAVID THOMAS SCHAPER
DANIEL LEE ANDREW
STEVEN PAUL LAKSO
MARK ANDREW POITRAS
OLABISI OLUGBENGA ODUGUWA
THOMAS EDWARD CASTILLO
JAYLENE DENISE PYSNIK
MICHAEL RYAN CARMONA PYSNIK
ALEX ZEPKOWSKI
Sabrina Verduzco
Arnetta V. Tolley
Jonathan Mark Lising
Evan T Monroe
Todd Goldsworthy
Brandon Kent Arnold
Jack Terrones
VIVIAN WENLING CHANG
AMIT RASIK PATEL
Matthew Brunner
PATRICK MILLER DANLY
Madison Grace Anderson
ERICA RUIZ
CAROL SOMOANO
SANDRA CHERYL FIELD
ERIN MARIE NELSEN
Tiarra L Johnson
Melani Rose List
SHAWN MICHAEL LOUIS
MICHAEL D. VEYETTE
Serge Melkizian

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