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Best financial advisors in Highland Park, CA

Registered advisers within 25 miles of Highland Park, CA.

Offices
2,807
Firms
1,180
Combined AUM
$27.6T
Firm-wide filings, not assets booked only here
Clients
3.50M
3,499,186 clients when Item 5C has a number
Avg / client
$7.88M
Combined AUM ÷ clients

Nearby offices

Firms

WELLS FARGO CLEARING SERVICES, LLC
MML INVESTORS SERVICES, LLC
BLUE CANYON WEALTH
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CITIGROUP GLOBAL MARKETS INC.
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
BRUMM FINANCIAL SERVICES, LLC
J.P. MORGAN SECURITIES LLC
FOUNDRY FINANCIAL LLC
TREND TRADE PRO, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

NAREK TAGMIZYAN
Samuel Kwun Pong Lau
JAY WEICHEN DING
KAREN HO LING CHAN
Maxwell John Stanley
Steven Vizcarra Duenas
ALLEN GAMMON YEE
BRANDON LAWRENCE YEE
RAKESH Surendra PATEL
KENNETH ALFONSO SANCHEZ
Raffi Nicholas Tutuyan
Katrina Anatolyevna Sable
CARLOS MAURICIO OCAMPO
SHANNON MARLENE DROBNY
CHRISTINE LUKMAN HERMOSILLO
MARLON PROFETA
KEVIN CHENG
ALBERT S BARCIA
DEREK MINGTAO YU
NHAN TRUNG LE
MUI NHI VOONG
PRINCE ANDERSON LANKFORD
GREGORY L GUTIERREZ
ELIZABETH RENE SANDOVAL
LILY CHANLEI KAM
RENEE KAY LAVALLI
RAY VINCENT PEARL
VINCENT WEI CHU
NICHOLAS ALAN PON
CLEMENT MUINDE
MARK JONATHAN HAMMOND
ELLIOT HSIAO CHANG
JOANIE T LIU
KHOREN MARTIKYAN
RYAN FRANKLIN OVERHOLT
JORGE LUIS CABRERA
ORZALLA SULAIMANKHIL
AHMED RAZI
WASAF ALI
RALPH PAN
IFEANYI LOUIS-ALFRED UKATU
BAKTASH AHMAD RASHIDI
PEDRAM AFZAL
ELIZABETH MARIE CANALES
ROBERT CHIA HONG YEH
AAMIR MOHAMMED LALANI
JOHNNY CHI
IRENE ELIZABETH HERRERA-ROBLES
GLORIA CHEN
GARY LE LAM
DANIEL K LEE
NATHAN RAY TOWNS
SHAHRYAR AHMAD SHAIKH
IRVIN SABINO HOYOS-OLEA
NA REN
GABRIEL CASTELLANOS
JEFFREY JONATHAN CARRION
STEVEN RAY TOWNSEND
YONG JOON CHO
RICHARD ASHLEY PELFREY
VICTOR YONEO KUBO
JUSTIN GEORGE HARMIER
LORENA RUBIO
JOCELYNE SANDOVAL
HO YAN TAM
NICOLE LUO
KYUNG SUK CHOI
JONATHAN MATTHEW PASIMIO
SUSAN MARIE ROSE
CRAIG SCOTT FEIN
DAVID ANTHONY CHERBAK
TODD DANIEL PORTER
YAOPA CHENG
CHARSSY CHI ZHANG
CONG WANG
DIEGO T GONZALEZ
N Anthony Melara
JONATHAN CARLOS MELARA
MARTIN JUN-YOUNG LEE
BIANKA PENEVA
PATRICK V CHAN
PETER TRAN
JESUS IVAN BARBOZA GONZALEZ
AREN HAGOP KORTOSHIAN
Prentice Eugene Parr
HRATCH AGAZARYAN
ANDY MAZMANIAN
DONNA TERUKO SAIKI
AHMAD GHADDAR
DUC TIEN TRAN
KYLE TAKEO NAKANO
JOSEPH LAVOYD PATES
DAVID ROBERTO ESCALANTE
DENIS J BRUMM
Zhen Liu
Robert John McAlister
Kevin Duane Lum
NICHOLAS BRYAN HIEBERT
Jackson Timothy Steuber
May Hongying Miao
Michelle Nicole Yazawa
JOHN MARK FREDERICH
Christopher James Consolo
Tyler Elder
Osvaldo Cabrales
VIET QUOC LE

Within 25 miles of Highland Park, CA, Best Investors lists 1,180 registered investment advisory firms with 2,807 offices nearby, managing about $27.6T in combined regulatory AUM across 3,499,186 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 Highland 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