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Best financial advisors in La Habra Hgts, CA

Registered advisers within 25 miles of La Habra Hgts, CA.

Offices
2,724
Firms
911
Combined AUM
$27.2T
Firm-wide filings, not assets booked only here
Clients
3.21M
3,210,968 clients when Item 5C has a number
Avg / client
$8.48M
Combined AUM ÷ clients

Nearby offices

Firms

ANT MONEY ADVISORS
LPL FINANCIAL LLC
PENCE CAPITAL MANAGEMENT, LLC
HEXEUM CAPITAL
AIONIOS CAPITAL PARTNERS, LLC
CENTRICITY FINANCIAL LLC
CORE INVESTMENT MANAGEMENT, LLC
EMERALD WEALTH MANAGEMENT, INC.
PARADOX INVESTMENT PARTNERS LLC
DYNAMIC
SUMMIT FINANCIAL, LLC
DIVERSIFY ADVISORY SERVICES, LLC
MARINER
MARINER WEALTH

Investors

DAVID EVERETT MCKENZIE
ROHIT JILEDAR SINGH
RICHARD ANDREW SMYTH
ETHAN NAMVAR
GREGORY WENDELL QUON
LYNNE CONNOLLY
Nicholas Monterrosa
Jeanne Marie Juricka
CHAD EUGENE KRIEG
Garrett Backus
ALI RAMAZAN ARIK
RAMILO RAMOS REYES
IAN VENZON
DINA F FARGALLA
Reuben Abraham
ELDON DRYDEN PENCE
ANDREW ODISH
ERIC JON KIKUJI ORDINARIO
Huy Dinh Pham
ERIC WILLIAM SQUIRES
MICHAEL A ACEVEDO
OLIVIO REYES GOMEZ
Ron M. Amir
TODD ALLEN RUSTMAN
Blake Andrew Kent Bauer
KENNETH MICHAEL KLADOURIS
JOSEPH ANTHONY AZZOPARDI
Matthew Hanson
Jeffrey Czajka
JEFFREY WHITE
JOHN HOWELL SWIFT
RYAN J MARTIN
Macallan Denys Dalphy
NATALIE ADAMS
MAI THI PARK
Trevor Friedman
Collin Sullivan
Eric Moya
Austin Connolly
Connor Jason Schamblin

Within 25 miles of La Habra Hgts, CA, Best Investors lists 911 registered investment advisory firms with 2,724 offices nearby, managing about $27.2T in combined regulatory AUM across 3,210,968 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 Habra Hgts

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

1 CAPITAL RESEARCH AND MANAGEMENT COMPANY 134 clients $3.75T AUM 2 PACIFIC INVESTMENT MANAGEMENT COMPANY LLC 5 clients $3.67T AUM 3 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 4 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 5 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 6 CAPTRUST 963 advisers $1.24T 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