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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

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
STRAVIDA WEALTH LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PFS INVESTMENTS INC.
CHATTERTON & ASSOCIATES
CETERA INVESTMENT ADVISERS LLC
RBC SECURITIES, INC
LPL FINANCIAL LLC

Investors

Matthew Phillip Adragna
DAVID ANTHONY BRIANO
Andrei Bobleaga
ANTHONY JAMES ARGY
DREW RUIZ
Miguel Sotelo Jaime
CARLOS EDUARDO SALAZAR RAMIREZ
Ken Chi Lee
EDGAR ALEXIS JOVEL
SHELBY CHRISTINA SMITH
ANITHA NICOLE GRAVES
KYLE PATRICK SCHNEIDER
ERIC Y. OH
Arrash Bruce Zare
ROBERT DEWITTE CHATTERTON
ROBERT D. CHATTERTON
TERESA A DE LUCA
ETSUJI EDWARD OIZUMI
Ruben Gene Ramirez
Amit R Rathod
ALLAN PAHCHUN KAM
Edgar Flores
JAMES ALLEN BARR
BRADLEY WILLIAM CAMPBELL
Haneul Lee
Steve Kang
Rudy Stany Sanchez
MIKE HYUN PARK
Ryan Phuoc Chau
KHUSHWANT SINGH THANDI
ANDRES HYUNCHUL HAN
ALEXANDER JORDAN APODACA

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