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Best financial advisors in La Mirada, CA

Registered advisers within 25 miles of La Mirada, CA.

Offices
3,022
Firms
1,081
Combined AUM
$27.4T
Firm-wide filings, not assets booked only here
Clients
3.21M
3,212,928 clients when Item 5C has a number
Avg / client
$8.53M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
J. W. COLE ADVISORS, INC.
EDWARD JONES
TRILOGY CAPITAL, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J.P. MORGAN SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC
YOUR PRIVATE CLIENT GROUP, INC.
THRIVENT INVESTMENT MANAGEMENT INC.
SIMPLICITY WEALTH
OSAIC WEALTH, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Investors

SAMEE ABOUBAKARE
Nasar Aboubakare
JEFFREY RALPH MOTSKE
DAVID FOSTER HUISINGA
THOMAS CHRISTOPHER WALDEN
Scott Paul Smith
Kelly Jordan Smith
Max M Premer
Brian Gadsby
Hallie Jordan Dena
Tanner Motske
Wenyong Hu
Yunqing Xu
Steven L Reed
CRISTIAN SANTANA
HUIYING JIANG
TODD PHILIP DAGOSTINO
Michael Steven Conway
CRAIG ALLEN DAVIS
Anthony Labarba
Anthony McGee
John Elliott
HAROLD EDWARD DURBIN
JEREMY BRIAN TYSOR
ROBERT CARL HINTZ
JORDAN SEARLE PRIEST
DENNIS EUGENE PRIEST
Douglas Scott Gahn
MEI XIA GUO
Rodzl R. De Los Reyes
Ricardo Rosas
Miguel Rodriguez
KATHRYN JO HACKNEY
STEPHEN ALAN MEADE
EDWARD GEORGE MARTELL

Within 25 miles of La Mirada, CA, Best Investors lists 1,081 registered investment advisory firms with 3,022 offices nearby, managing about $27.4T in combined regulatory AUM across 3,212,928 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 Mirada

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