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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

LSP LISBON LLC
ASPIRIANT, LLC
JEFFERIES INVESTMENT ADVISERS LLC
BRENTVIEW INVESTMENT MANAGEMENT, LLC
CAPITAL GROUP PRIVATE CLIENT SERVICES, INC.
B. RILEY WEALTH PRIVATE SHARES
WHITTIER ADVISORS, LLC
B. RILEY WEALTH ADVISORS, INC.
CAPITAL CLIENT GROUP, INC.
OSAIC WEALTH, INC.
AVANTE CAPITAL PARTNERS LP
MAR VISTA INVESTMENT PARTNERS, LLC
ANGELES EQUITY PARTNERS, LLC
LOS ANGELES CAPITAL MANAGEMENT LLC
BRENTWOOD PRIVATE EQUITY, LLC
WESTWOOD WEALTH MANAGEMENT
BALMORAL MANAGEMENT II L.P.
AMERICAN DISCOVERY INVESTMENT ADVISORS, LLC
BEVERLY HILLS FINANCIAL PLANNERS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

BRETT ALLEN GOOKIN
JOHN DAVID ALLEN
DEVIN DUFFY CRUISE
MICHAEL WILLIS KING
Fernando Sanchez
Pratibha Yadav
Adam Christopher Slade
LINDA KAYE KITCHENS
ANDREW PATRICK HAMILTON
SANDRA LEIGH BRAGAR
GREGORY RYAN SCHICK
MARC CASTELLANI
ROBERT JOSEPH FRANCAIS
BRADLEY ALAN WEBER
SAM LEE
KAREN RUTH BLODGETT
RYAN TRAGER NELSON
CHRISTOPHER JAMES KAZMER
DANIEL M MOAS
Michael Wu
WENDY CAROL WILDEY
KAREN MARGARET CLAPP
DAVID CHRISTOPHER GRECSEK
MINDY BETH TANKEL
VIRGINIA IRENE KING
MICHAEL STUART ANGELL
SAMANTHA SONG PARK
TIMOTHY WINFIELD HARVEY
NICHOLAS HOGAN RUZETTE
JAN NICOLE RAMIREZ VEGA
Owen Arthur Reynolds
Nolan Sapigao Alinsod
PAUL JOSEPH HYNES
ADAM EVERETT STANLEY
Anna Marie Van Pilsum-Johnson
Matthew William John Sharp
Gina Marie Willkomm
LISA MARIE COLLETTI
MICHAEL B. WEISSMAN
GREGORY K CHO
CYNTHIA MARIE ARAGON
Shant Kevin Gourdikian
Ronald Locatelli Flores
Richard Gutierrez
David Archila
Mariella Ann Caruso
Emily Konrad Lantz
Tenny Elize Adourian
THOMAS JOHN KELLEHER
Harley Travis Moore
STEPHEN CHUNG-YEE LOH
JOSEPH BYRON DOWD
Tyler Wong
TIMOTHY DONALD WONG
JEFFREY BOWDITCH PRESTINE
JOSHUA JOSEPH HONEYCUTT
BRIAN LEE MASSEY
SILAS ALGIA MYERS
TANNER BUTTON
MICHAEL ANDREW PURYEAR
Jeffrey Cosgrove
ANGELO TALEBI
Marisela Contreras

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