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Best financial advisors in La Palma, CA

Registered advisers within 25 miles of La Palma, CA.

Offices
2,948
Firms
1,056
Combined AUM
$27.4T
Firm-wide filings, not assets booked only here
Clients
3.21M
3,212,808 clients when Item 5C has a number
Avg / client
$8.52M
Combined AUM ÷ clients

Nearby offices

Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
ASCENDANT CAPITAL MANAGEMENT
EDWARD JONES
EQUITABLE ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
TRANSAMERICA FINANCIAL ADVISORS, LLC
LPL FINANCIAL LLC
SIERRA MADRE PARTNERS LLC
W&S BROKERAGE SERVICES, INC.
TUCKER ASSET MANAGEMENT LLC
PFS INVESTMENTS INC.
INTEGRITY ALLIANCE, LLC.

Investors

Miguel Sotelo Jaime
CARLOS EDUARDO SALAZAR RAMIREZ
Ken Chi Lee
GEOFFREY RALPH MIZRAHI
CHARLES LAWRENCE ARMENDAREZ
RICHARD MOON
Julio Sandoval
Joel Hirchert
Kenneth Mark Whittenbury
Carol Otters
Jennifer Kim
Esther Heejin Moon
KEVIN TA
Dean H. Choi
KENNETH HWAN CHUNG
Stanley Tang
Thuy Ngoc Bui
LOUELLA MOLINA BASCO
Huyen Jaime
MINA GILL
Cam Liang
DAN CHANG
Haneul Lee
Steve Kang
JAMES ALLEN BARR
DARREN SCOTT KINGTON
STEPHEN HYO DONG KIM
Reginald Lamont Venson
Jane E Kwoun
Daniel Jeong
Richard Lee Gilliland
Travis Marc Ivanoff
JOHN FRANKLIN WEBB
Brian J Burnett
MARK OTIS GIVENROD
FERNANDO JESUS NOLASCO
TASIA SEVILLA
KARL IL BONG KIM

Within 25 miles of La Palma, CA, Best Investors lists 1,056 registered investment advisory firms with 2,948 offices nearby, managing about $27.4T in combined regulatory AUM across 3,212,808 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 Palma

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