Best Investors Account Sign in

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

PARK AVENUE SECURITIES LLC
GLEN AULIN MANAGEMENT, LLC
CITIGROUP GLOBAL MARKETS INC.
WELLS FARGO CLEARING SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
U.S. BANCORP ADVISORS, LLC
PFS INVESTMENTS INC.
PLANMEMBER SECURITIES CORPORATION
STATE FARM INVESTMENT MANAGEMENT CORP.
NARSAR ASSET MANAGEMENT LLC
CTA WEALTH ADVISORS, INC.
CETERA INVESTMENT ADVISERS LLC
J.P. MORGAN SECURITIES LLC

Investors

Sean Mounce
RICARDO EIJI HIGUCHI
Daniel T. Devonald
NINA BABAYAN
PETER TRAN
Edward J Hawrylo
Nancy Barillas Vega
NICHOLAS JOSEPH KRALL
JULIANNA LORRAINE LOPES
JUDITH ANN LIND
DAVID REED STEININGER
KARDIA ARTISE PINCKNEY
TIMOTHY ALAN HOHN
FERNANDO E BONADA
WILLIAM JOHN WINKELMANN
DANIEL EDWARD DAVIS
IRENE MABEL ANDERSON
ALANA MICHELE AMELA
DAVID WAYNE EARNST
JONATHAN E HOLMAN
JAMES PAUL PALAZZOLO
ELI SANK
PHILIP JAMES IMHOFF
DERRICK ALAN SCHMUCKER
SHAHEN MANSOURIAN
LYNNEL DOREEN BRYSON-DAVIS
MICAL THOMAS PYEATT
CANAAN CLEO KNIGGE
BRUCE LLOYD LAIRD
SANDRA ANN GREEN
JUAN BAUTISTA QUINTERO
JASON KINCAID
DAN CHIRK CHU
CHUNG-ON WANG
WILLARD JOSEPH HANSEN
MADY A YEHIA
MATTHEW KEVIN FLYNN
TREVOR MICHAEL COLE
CAMERON MITCHELL THORNTON
RABIH MOUFID MSALLEM
HAROUT JOHN KHATCHOYAN
LUSINE BUDAGYAN
DANIEL MUNIZ
Natasha Alana Miller

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