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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

WOMACK WEALTH MANAGEMENT, INC.
TSAI WEALTH MANAGEMENT
KELMAR CAPITAL MANAGEMENT, LLC
ACIES INVESTMENTS MANAGEMENT, LLC
POINTONE FAMILY OFFICE
ENVISAGE PARTNERS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
MOORE MONEY ADVISORY
WALLENDER, TIMOTHY JOSEPH
LPL FINANCIAL LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
RICE HALL JAMES & ASSOCIATES LLC
RBC CAPITAL MARKETS, LLC
LAKE AVENUE FINANCIAL LLC
GRIFFINEST ASIA ASSET MANAGEMENT, LLC
OAKGROWTH WEALTH MANAGEMENT LLC
VIDA PRIVATE WEALTH LLC
RAYMOND JAMES & ASSOCIATES, INC.
D.A. DAVIDSON & CO.
CETERA INVESTMENT ADVISERS LLC

Investors

CHRISTOPHER BRYANT PACKARD
SCOTT HANSON WOMACK
CHARLES HANSON WOMACK
ROBERT STEVEN SELTZER
JACK CHIA-CHEN TSAI
Ashley Peters McGuinness
Michael Elliott Walsh
Andy Na
Sophie W
TIMOTHY LEMUEL MOORE
TIMOTHY WALLENDER
DAVID KEITH BATE
DANIEL JAMES MCMILLAN
Veronica Ann Zamora
JON ANDREW BOSTROM
DAVID PHILIP LUNA
STEVEN KERSTEIN
MANUEL DAVID LOZANO
LOUIS MILLETT HOLTZ
DEANNA MARIE CLARK
ELIZABETH MARY KESHISHIAN
JEFFREY MATTHEW SCOFIELD
EDMUND JOSEPH REGAN
Junia Pan Li
ALEX BEDO CHALEKIAN
JASON ROBERT SIKMA
VICTOR HUANG-CHIANG LIN
CHUNG PING LI
SHANSHAN WANG
WAN-LIN LIAO
YU-LUNG TSAO
XINYI WANG
DAVID BASSAM HINDI
G MIGUEL ALVES
Ariel Praw
JAY MICHAEL OLDHAM
Dylan A Garcia
JOHN DAROLD SIMMONS
HOWARD EMERSON KERN
SANAE ANNE GARCIA
MICHELLE RENE MOORE
Michelle L. Marquez
Jason Lee Ray Betts
AARON JASON WERNER
KATHLEEN J ROSHAY
Simon Alexander Rawlinson
JOSELYN ESTEFANY NORDSTROM
JORDAN JOSEPH BERRY
Quenten MacGrew Kirby
Jessica Anne Quinn
Damian J Flanigan
BRIAN A. AUGUSTINE GARCIA
Patricia Valenzuela
VERONICA HERRERA AGUIRRE
KENNETH WILLIAM ROBBINS
JAZMIN GABRIELA CARPENTER
OHAN CHOREKCHYAN
KEVIN JAMES MCCARTHY
MAGDALENA MARIA LESMANA
Jake Nichols Stollmeyer
William Leo Creedon
MICHAEL JAMES JACKSON
CHALYDA DUMAYAS
Nadine Ibrahim
WILLIAM MCPHERSON FITZHUGH
Michael Fred Jaquez
Elen Arakelyan
STUART NG
STEPHANIE JONES BENNETT
SUMMER ELIZABETH ODIN
KATHERINE CURTIS REITNOUER
Sebastian William Payne
STEVEN CHARLES JACKSON
Andrew Steinberg
ALESHA LYNN LOZANO
JOHN FREDERICK REITNOUER
Peter Tsu
TING Y WANG
WEI JING
Kevin Duong
WENBO JIANG
WILLIAM CHENG WU TUNG
JAI LINH HUYNH
Lilly Tung
HELEN HUI ZHOU
STEVE LEE
TINA HWANG
Kingsley Wong
Nicole Shao
Leilei Chen
BRIAN L ZHU

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