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Best financial advisors in Hermosa Beach, CA

Registered advisers within 25 miles of Hermosa Beach, CA.

Offices
2,535
Firms
1,143
Combined AUM
$27.5T
Firm-wide filings, not assets booked only here
Clients
3.73M
3,727,278 clients when Item 5C has a number
Avg / client
$7.38M
Combined AUM ÷ clients

Nearby offices

Firms

MARLIN EQUITY PARTNERS
TERPSI CAPITAL LP
COVE STREET CAPITAL, LLC
NOLAN MANAGEMENT LLC
AMERIPRISE FINANCIAL SERVICES, LLC
J.P. MORGAN SECURITIES LLC
EXCELLION FINANCE MANAGEMENT, LLC
JAGUAR CAPITAL ADVISORS USA, LLC
STEP AHEAD CAPITAL, LLC
CITIGROUP GLOBAL MARKETS INC.
MUNIFI, LLC
OSAIC WEALTH, INC.
WELLS FARGO CLEARING SERVICES, LLC
HH CAPITAL MANAGEMENT, INC.
INDEPENDENT FINANCIAL GROUP, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
KMT WEALTH MANAGEMENT, LLC
DESERT CAPITAL MANAGEMENT GROUP, INC
NORTHWOODS FINANCIAL PARTNERS LLC
AXIS CAPITAL MANAGEMENT, LLC

Investors

JEFFREY (NMN) BRONCHICK
JACOB AARON DAX
ANGELA ANNE DAX
JEAN RUIMY
Noah Joseph Kohl
Taylor James Dolenga
Chelsea Sade Rojas
Dave Adams
Tiffany Nouri COHEN
Connor Wood
Leah Shannon Melendez
Bettina Marie Andres Banzon
FURUI GUO
ANITA RAVANI
JEREMY MURPHY
ARMAND LEEMAN FIDLER
NICOLAS PAUL WONDOLOWSKI
CHRISTOPHER MICHAEL AUTEN
RANDALL LEE KING
ROBERT LOUIS SAAK
RACHEL THUTHUY HOANG
DONNA KNICKMAN BUTLER
KAREN MICHELLE TATMAN
Mario Nieto
Kelsey Lynn Markham
ADAM ROSS SHIPLEY
Patrick T Jarrell
CHRISTOPHER CARLTON RANDALL

Within 25 miles of Hermosa Beach, CA, Best Investors lists 1,143 registered investment advisory firms with 2,535 offices nearby, managing about $27.5T in combined regulatory AUM across 3,727,278 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 Hermosa Beach

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