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Best financial advisors in Lake Balboa, CA

Registered advisers within 25 miles of Lake Balboa, CA.

Offices
2,430
Firms
1,159
Combined AUM
$27.6T
Firm-wide filings, not assets booked only here
Clients
3.50M
3,503,144 clients when Item 5C has a number
Avg / client
$7.88M
Combined AUM ÷ clients

Nearby offices

Firms

MILLENNIUM INVESTMENT SERVICES
WEISS ALTERNATIVE VENTURES, LLC
J K R & COMPANY, INC.
J.P. MORGAN SECURITIES LLC
HORNOR, TOWNSEND & KENT, LLC
BANKERS LIFE ADVISORY SERVICES, INC.
SCARSDALE CAPITAL LLC
BRIGHTON ADVISORY GROUP
LPL FINANCIAL LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
S&F INVESTMENT ADVISORS
MML INVESTORS SERVICES, LLC
CITIGROUP GLOBAL MARKETS INC.
WELLS FARGO CLEARING SERVICES, LLC
U.S. BANCORP ADVISORS, LLC

Investors

ANTHONY MICHAEL REED
JOHN FREDERICK PIERACCI
Jay Pernsten Henriksen
JAMES ANDREW ELLIS
FREDERICK JAMES PIERACCI
Arda Kara Thomas
RONALD LEE BERTKE
Angel Matos
IOAN GRIGOR
Jamshid Seleh
BARRY JAY BOSCOE
MICHAEL ANDREW GRODOTZKE
TIMOTHY GEORGE FITZGERALD
Debi Vasques
Erica Lauren Vasques
Andrey Pashayan
Josue E. Flores
Maryam Zarin Ozv
Rita Huri Hagopian
Saundra JOAN Gardner
Nick Alexander
Diana F Vosen
Jonathan Abe Dardashti
HEATHER RACHEL GOTTLICH
RICHARD KENNETH HUMPHRIES
CHRISTIAN JOHN RIDOUT
Thomas D Roche
COURTNEY J DEMARS
JAMES M MADIGAN
VANESSA MANQUERO
Molly Catalano
GRANT KHECHUMYAN
Oscar A Soriano Rivera
Michael Kojin
SHIRLEY MIA SMITH
ANDREA D ABEGER
Raffi SEVAG Kardzair
JESSIE CHIPPS
David Tolson-Solis
Philip J Walz
JUDITH JOSEPH CHIPPS
DEBRA HART-GOMEZ
ROBERT E OLSON
PAUL ELLIOTT PEPPERMAN
Kenneth Chinn
HARUTUNE HAMASSIAN
RAFFI HAROUT HAMASSIAN
ROGER B FOX
AMY Theresa MARSHALL
DIANA SAWIRIS
AKOP KARA-SIMONYAN
Christopher Matthew Brodoski
Yuritzi K Chavez
Xiaoou Katie Wang
Thomas Anthony Adame
Ethan Miles Peterson
ANAHID KYUPELYAN
Robert Cristian Pavel
Michele Stefanie Lott

Within 25 miles of Lake Balboa, CA, Best Investors lists 1,159 registered investment advisory firms with 2,430 offices nearby, managing about $27.6T in combined regulatory AUM across 3,503,144 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 Lake Balboa

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 CAPITAL RESEARCH AND MANAGEMENT COMPANY 134 clients $3.75T AUM 2 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 3 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 CAPTRUST 963 advisers $1.24T AUM 6 DIMENSIONAL FUND ADVISORS LP 3 clients · 269 advisers $1.02T 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