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Best financial advisors in La Cresenta, CA

Registered advisers within 25 miles of La Cresenta, CA.

Offices
1
Firms
1
Combined AUM
$56.0B
Firm-wide filings, not assets booked only here
Clients
2,481
2,481 clients when Item 5C has a number
Avg / client
$22.6M
Combined AUM ÷ clients

Nearby offices

Firms

CITIGROUP GLOBAL MARKETS INC.

Investors

THOMAS KIM

Within 25 miles of La Cresenta, CA, Best Investors lists 1 registered investment advisory firm with 1 office nearby, managing about $56.0B in combined regulatory AUM across 2,481 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 Cresenta

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 CITIGROUP GLOBAL MARKETS INC. 2,481 clients · 2,532 advisers $56.0B AUM