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Best financial advisors in Irwindale, CA

Registered advisers within 25 miles of Irwindale, CA.

Offices
1,562
Firms
515
Combined AUM
$20.9T
Firm-wide filings, not assets booked only here
Clients
3.11M
3,114,827 clients when Item 5C has a number
Avg / client
$6.70M
Combined AUM ÷ clients

Nearby offices

Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
K2 FINANCIAL INC.
LINCOLN INVESTMENT
STATE FARM INVESTMENT MANAGEMENT CORP.
CITIGROUP GLOBAL MARKETS INC.
LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
STEVE GARRETT AND ASSOCIATES,INC.
VILLAGE GLOBAL MANAGEMENT, L.L.C.
FINVISOR SPV LLC
GOLD HOUSE VENTURES MANAGEMENT COMPANY LLC
ERA FINANCIAL ADVISORS
FUEL CAPITAL
RODEO GROWTH PARTNERS GP, LLC

Investors

Angelina Prado
rocio esparza mercado
Christopher John Andres
Darice Tsai
ROBERT ERICK BROCK
STANLEY ROBERT ANDERSON
Chad Allen Mortenson
Peter Michael Roulet
KEVIN TAKUMI KURIMOTO
MATTHEW STUART PHILLIPS
RENE NMN RODRIGUEZ
Allison Ranae Kapadia
SAMUEL GENIE
JEFFREY WU
Ross Warren Benson
JESSE THURBER
DAVID ANTHONY CHERBAK
RALPH PAN
MICHELLE MING
SALVADOR HUIZAR FLORES-CHATFIELD
STEPHEN EARL GARRETT

Within 25 miles of Irwindale, CA, Best Investors lists 515 registered investment advisory firms with 1,562 offices nearby, managing about $20.9T in combined regulatory AUM across 3,114,827 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 Irwindale

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