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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
CERDA MUNOZ ADVISORS, INC
CLG LLC
CETERA INVESTMENT ADVISERS LLC
U.S. BANCORP ADVISORS, LLC
NESTYIELD ETFS
JOURNEY EQUITY WEALTH MANAGEMENT LLC
LPL FINANCIAL LLC
CENTAURUS FINANCIAL, INC.
NWF ADVISORY SERVICES INC
PLANMEMBER SECURITIES CORPORATION
GREGORY ADVISORS INC.
EDWARD JONES
TRITONPOINT PARTNERS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
PINNACLE CAPITAL ADVISORS

Investors

Alejandro Loza
HILBERTO CERDA
WILLIAM FRANK TORRES
AARON OCTAVIO MUNOZ
Stephanie Elizabeth Elias
JON WAYNE BEMIS
ROBERT MICHAEL KOERNER
ELIZABETH Cartwright CARR
ROBERT HAROLD SOWDER
SARAH CARTWRIGHT EHMANN
KURT ROBERT EHMANN
ERIC VAN ANSPACH
DENNIS C SMITH
Bryan Anthony Hernandez
Connor Christopher Campbell
Christian Luke Fermin
KENNETH SCOTT LEE
DAVID CHARLES NEFF
PAMELA CARTWRIGHT ECKENRODE
GERALD E MITCHELL
JOHN DAVID CARTWRIGHT
RICHARD PETER MORAN
JAMES KENJI NOMURA
ALFRED ESCAMILLA
DALE BRUCE EICHMAN
ANH TUAN NGHIEM
Javier Rodriguez
ISAI JUAREZ
JOHN MENESES TAN
Rene Steven Moran
MANUEL RAMOS
Alexis Ramiro Melchor
NOREEN EMILY MARES
Vincent Jacobs
DANIEL LOUIS CAIRO
DONNY HIROYUKI TAKEMOTO
RICHARD JOHN RUSTIN
CYNTHIA KARINA CAIRO
BRYAN CHRISTOPHER SAVAGE
CRAIG ANTHONY WONG
BORIS MICHAEL CASTILLO
JESSIE M VARGAS GUTIERREZ
CONSTANTIN DRAGOMIR BRANCOV
Andreas Ispas
Heidi Frank
Chance Everett Vega
Carlos Alberto Sanchez
Robert Anthony Casares
WILLIAM EUGENE DAVIS
MARK C DZIUBA

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