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Best financial advisors in La Habra, CA

Registered advisers within 25 miles of La Habra, CA.

Offices
2,731
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

WELLS FARGO CLEARING SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
U.S. BANCORP ADVISORS, LLC
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
CLG LLC
GL TRUST, INC.
CITIGROUP GLOBAL MARKETS INC.
SACKETT WEALTH ADVISORS, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
MONEY CONCEPTS CAPITAL CORP

Investors

CRAIG SCOTT FEIN
TOBIE SHAWN FLORES
Alvaro Valverde
Mark Anthony Migrino
BRIAN COBIAN
Vi P Le
KRISTI JIN BAE
JUN MIN PETER KOH
Alexa Barragan
KIMBERLEY KASARDA NEFF
GREGORY L WILSON
HUI DO KIM
BETTINA THIEN TRAN
MARK OTIS GIVENROD
Philip Rubia
KANG-NING HWANG
HECTOR M AMEZCUA
Jacob Joseph Meis
Jorge D Torres
Rick A Murga
ENRIQUE ULLOA
SHAUN JAMES SACKETT
George Ayala
MICHAEL JAMES SACKETT
Delana Gray Paukert
Jenna Patterson
JAMES PAUL KEFALAS
Sunita Ghetia Foley
Sarah C Bevins
Patrick Francis Duignan

Within 25 miles of La Habra, CA, Best Investors lists 911 registered investment advisory firms with 2,731 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

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