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Best financial advisors in Hollyglen, CA

Registered advisers within 25 miles of Hollyglen, CA.

Offices
2,718
Firms
1,175
Combined AUM
$27.4T
Firm-wide filings, not assets booked only here
Clients
3.51M
3,509,363 clients when Item 5C has a number
Avg / client
$7.81M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CLOUD, MINTURN & ASSOCIATES, LLC
THE AMERIFLEX GROUP
RBC SECURITIES, INC
CETERA INVESTMENT ADVISERS LLC
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL ENTERPRISE, LLC
TRANSAMERICA FINANCIAL ADVISORS, LLC
PFS INVESTMENTS INC.
INTEGRATED WEALTH CONCEPTS LLC
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
PLANMEMBER SECURITIES CORPORATION
OSAIC WEALTH, INC.
CITIGROUP GLOBAL MARKETS INC.
PFG ADVISORS

Investors

JEFFREY STEVEN SHEEFEL
Patrick R Dicorato
DANIEL JOSEPH CLOUD
ALLEN HSU
ANDREW STEPHEN MANCUSO
CARMEN CASALE
THOMAS FRANCIS BENNETT
Peter Giacona
RAFAEL G MENDEZ
Gary Friedle
KONSTANTIN SOLOMON PRIVES
DAVID MATTHEW TERRELL
Angela Ai Liu
DANIEL L GRACY
GERRY ANCHETA ANDRADE
Ivan A. Beltran
JANET GISENIA HERNANDEZ-RAMOS
RICHARD STANLEY CALDERON
RANDALL TAKESHI TAKAKI
MARY SHASHA HUANG
WANEE C JEERAPAET
Dierra Lynne Morrow Bean
HIROKO OKUNAGA
KAZUE FUKUDA
KYOKO KAY NARINO
SHINJI TAKESHITA
MICHAEL T GODDARD
Noriko Hamaoka Ikeda
John Kei Minezaki
STEPHEN ANDREW LALLI
LAWRENCE ROCHA
Ernesto Antonio Alvarez
DIEGO ADRIAN CONEJO
Michael Keith Paul
NICHOLE L DORCH-CANNON
KATHY BRASHER GARDNER
Yehudah Judah
Clarissia Novell Skinner
Akira Ogasawara
Orlino David
Stephanie E Acker
Hector Hernandez
FREDERICK DOUGLAS WILLIAMS
Djeneba Ouattara
Jimmy J Suh

Within 25 miles of Hollyglen, CA, Best Investors lists 1,175 registered investment advisory firms with 2,718 offices nearby, managing about $27.4T in combined regulatory AUM across 3,509,363 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 Hollyglen

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