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Best financial advisors in La Crescenta, CA

Registered advisers within 25 miles of La Crescenta, CA.

Offices
2,269
Firms
1,053
Combined AUM
$27.1T
Firm-wide filings, not assets booked only here
Clients
3.50M
3,497,500 clients when Item 5C has a number
Avg / client
$7.74M
Combined AUM ÷ clients

Nearby offices

Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
THE STERLING GROUP
ALPHA ONE ASSET MANAGEMENT LLC
STONEMARK WEALTH MANAGEMENT
WEDBUSH FUND ADVISERS, LLC
ONWARD ADVISORS LLC
WEDBUSH SECURITIES INC.
WELLS FARGO CLEARING SERVICES, LLC
SNOWDEN CAPITAL ADVISORS LLC
EDELMAN FINANCIAL ENGINES
PROSPERITY - AN EISNERAMPER COMPANY
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
QUBERA WEALTH MANAGEMENT
J.P. MORGAN SECURITIES LLC
GUINNESS ATKINSON ASSET MANAGEMENT, INC.
DISHMI CAPITAL, LLC
GRANDWAY INVESTMENT MANAGEMENT, LLC

Investors

Michael Rey Lopez
SUNG HO KIM
RAKESH Surendra PATEL
KENNETH ALFONSO SANCHEZ
Raffi Nicholas Tutuyan
Katrina Anatolyevna Sable
ANTHONY JOHN NAHRA
GRETCHEN REBECCA PRINCE
CHARLES HUNT SALEMBIER
Charles Davis Lee
TERRY A LAMN
Manuel Aguilera
Jae Min Lee
Alexandra Danielle McCarthy
Peter Pin Chen
Wade Steven Perry
Grover Kelley McCarthy
Michael Kuzmak Van Lieshout
Aidan Perry
DONOVAN C KOAH
SHAD PAUL ORTIZ
BRANDON SAITO
CAMERON COE
CAROLYN JAMES
LYNDA E LORIMER
ERIC RAY GARCIA
RAYMOND A OLOTEO
GEORGE JOHN SEITZ
ELWAY HOANG LE
CONNIE RODRIGUEZ-GARCIA
PHILIP KWON HOA CHENG
ANALIZA TAN LOPEZ
STEPHANIE HWEI MIN NYCE
ORZALLA SULAIMANKHIL
ROBERT EARL COE
AMY HUNG
FRANC BURZOTTA
SHELLEY DAKAN
SAMANTHA NICOLE POWER
QUENTIN K GARCIA
ISABELLE NAPA CHANG
GREGG LAWRENCE HAGLUND
Mark Tschinkel
FRANK ALFONS KALLMAN
JONATHAN TAKEO TANAKA
JONATHAN TAD COROB
KEITH H FEINBERG
ALBERT SHIHNAI YUAN
KEVIN SCOTT POWER
MORISEA DAVIS
MATTHEW SCOTT PLUNKETT
CHRISTOPHER ANDREW HENDERSON
MICHAEL LOUIS STEWART
ANGELINA MARIE FUNTANILLA
EVELYN JOY PAUL
BRIAN SCOTT KURLAN
JESUS S SUNGA
JOSHUA BRANDON BRADFORD
Nathan Edwin Gierke
Jacqueline Cortez
John Lindsey
Michael Jonathon Garcar
Savannah Mae Baker
JAMES JOSEPH KENNALLY
PAUL GREGORY ARTHUR
TIMOTHY JOSEPH DAWSON
MICHAEL DAVID OHLSON
ROBERT ANDERSON MCCOMMON
DOUGLAS JOHN GALLOWAY
JOEL WESLEY COCHRAN
DONNA SUE FREDRICKSON
Alex Gregory Froloff
PATRICIA LOUISE HIRATA
VINCENT BURKE
JOHN ANDREW SWANSON
RAYMOND WYMAN CHOW
ELEANOR PASCALIDE
YOEL EDUNN
JERRY CHAN YOON
SEUNGNAM LEE
DIMITRI HENRY SANDEMAN
MATTHEW ARJEH WOLLMANN
STEPHEN ROBERT CHING
ALI IMAN MATIN
Matthew Parker
MAX SEEGET
THOMAS SUNGOH KANG
RYAN SCOTT ALLING
Joshua Aaron Modabber
SHANNON Lori LOEWENBERG
ROBERT WILLIAM KENNALLY
Jonathan Robert Bates
Andrew Roch Daze
DANIEL IAN STIEFF
MICHAEL AL BATT
JOHN ALEX DREVON
MICHAEL BARRY GLADSTONE
DAVID CAMPBELL SMITH
EDWARD ALLEN ZUBOW
DONALD PATTON SCOTT
ANDREW JOSEPH EISMONT
MICHAEL CHARLES CUDDIHY
DOUGLAS M PRYOR
MICHAEL THOMAS AARON
EDDIE SHU FUNG
ANTHONY DUVALL LEE
Jed William Limmer
Eliza Forastieri-Pitsikalis
Hugo Raynaldo Silva
DUSTIN JOSEPH ZAHN
Case Robert Wagstaff
Harrison Dennis Gulla
MICHAEL DUANE KRMPOTICH
DREUX MCNAIRY
ALBERT G FONG
BRADLEY SCOTT TITUS
DAVID CHARLES SEYMOUR
ROBERT WILLIAM WOODS
ANTHONY JOSEPH IAROCCI
JOHN SCOTT ALLING
CALVIN JAMES HECK
LAWRENCE STAPLES BROWN
WILLIAM CHARLES SAYRE
BARRY WAYNE SIMON
Marc Michael Miller
PATRICK COLEMAN LETTICE
ROBERT NELSON SPERLING
DRU EDWARD GILBERT
CHRISTOPHER PAUL BOESCHE
Paul Matthew Delzio
JARED DANIEL GOODMAN
MITCHELL STEVEN LOEWENBERG
CAMEE LEIGH LEWIS
Alec McKeefry
Grant Jeffrey Galligan
JOHN VINCENT GOODMAN
MEAGHAN MCKENZIE
GENE SAM WONG
DOUGLAS FRANK VAN DEREN
JEFFREY ALLEN HEGSTROM
JON EARL GEHLE
SAMUEL JAMES GARLOCK
SHERYL ROSE PATTERSON
JEAN MARIE Kent
BRIAN DOUGLAS RAAT
KEVIN JAMES JORDAN
JAZMIN GABRIELA CARPENTER
TODD ANDREW BROOKS
RICHARD ALLEN JOHNSON
Arlene Flores
Sergio Garcia
MATTHEW MACKAY KELLEHER
RANDY LYVONNE GREENE
SCOTT ALAN SMALLMAN
HELENE SHAFIYAN
MICHAEL CLARENCE POWERS
HAROLD PEARSON
JORDAN RENE DASKAM
Jack Anthony Balestrieri
Makenna Kelly
STEVEN M SCHWARY
LUIS A. GONZALEZ
LEAH REBECCA SNELL
NVARD NATALIE KAZARIAN
CAESAR ANTHONY CEPEDA
JON W LA MOTHE
JOHN THOMAS DICIACCIO
JULIE BABCOCK
BARBARA INA LUTTENBERGER
ANTHONY JOSEPH ARRIARAN
ALEKSANDRA SHTEYN
Alysa Vanessa Enriquez
EVELYN KHACHIKIAN FERNANDEZ
ROBERT MICHAEL GONZALEZ
CHERYL ROBERTS
NIRAV MAHENDRA DESAI
Ashley Lamothe
Esteban Amaya
Armen Terhakopian
JOSHUA ALAN BENSON

Within 25 miles of La Crescenta, CA, Best Investors lists 1,053 registered investment advisory firms with 2,269 offices nearby, managing about $27.1T in combined regulatory AUM across 3,497,500 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 La Crescenta

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