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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

PROSPERITAS FINANCIAL, LLC
TRANSAMERICA FINANCIAL ADVISORS, LLC
STRATEGY ASSET MANAGERS L.L.C.
MML INVESTORS SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
NASDAQ DORSEY WRIGHT
U.S. BANCORP ADVISORS, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CMR CAPITAL MANAGEMENT, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
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.
CALMWATER CAPITAL
STIFEL, NICOLAUS & COMPANY, INCORPORATED
RICE HALL JAMES & ASSOCIATES LLC

Investors

GARY NORMAN CLARK
Sara Blatt Collins
Aylien Alexani
Ric R Roman
Shkira Singh
Sophia Laohasongkram
THOMAS WOODWARD HULICK
Joseph Peter Traba
Liam Thomas Critchett
David Mac Cormick Carter
David Jin Kyu Chong
VICTOR MARTINEZ
Alexander Henry Hagstrom
William Hamelin
HAROLD BOWLER PARKER
DAVY KWOK
DEBBY P PAN
Aaron Kuo
WILLIAM NAIKWAN LEE
JASON HUI TAN
SUSAN ANNE KNOX
Sylvia Lee
ARKADY MILGRAM
WENDY BEHNER
SAM CONSOS
ANDREW CHARLES HYER
Missael Macedo
JOHN GUNNARD LEWIS
Anu Bedi Chopra Lanagan
Shelly Guan Chia
AUSTIN NORRIS HEBERGER
GAVIN ANDREW LEE
CHRISTOPHER LEU
JAY EDWIN LOMETILLO
Salvador Rodriguez
Angel Kam Fung Chen
Jaymie BRIAN Wetzel
ALISA JANE CHANPONG
HEIDI PUI WA LEU
Mui Fan CHAN Graca
MATTHEW EDWARD BRADY
MICHAEL ANDRE TAYLOR
CHRISTINA CHANPONG STIEG
CHIAHWEI CHRISTINE KU
ANASTASIA ZAROV
SOPHIA S LIU
Jane Pang
LORENZO PASQUALE DETOMA
Victor Xiong
AIMEE GWEN OSBORNE
Melissa Lam
Armine Nazaryan
CHEN CHEN
Alex Michael Kennedy
William Swanner
Di Jin
Tomik Sarkissian
Chris Chen
Noella Rae Yap
Lisa Jinkyung Kim
EDWARD GUO-CHANG LIU
WILLIAM Joseph PORTER
Alonzo Daniel Bahena
Jonathan Solis
Khair Jackson
Steven J Sanchez
ALEXANDRA AWAD
Kristen DIANE Thompson
Andres Vargas
EDWARD L MALICDEM
Li Sun
YUXIA MA
CHRISTINE PANDO
EDUARDO CORRAL
SUZY SALMAN
ANTHONY ANATOL GENDAL
CHRISTOPHER JAMES ANDREWS
AMY FANG
WEN LEE
JAMES DISSMORE WRIGHT
Stanford D Baer
ALVIN MANSON GILLS
REBECCA D BASBA
Jennifer S Yoon
Katie Q. Pan
ROBERT BURAPA CHANPONG
SARAH ELIZABETH SALAS
DEANNA THOMPSON
SARAH HARKINS FLICK
HRATCH ANDREASSIAN
Tim G Steinhilber
RAFFI KENDIRJIAN
SEAN P KEENAN
Amy Jean Williams
DANIEL S VALENZUELA
JAMES H STANDISH
SHERVIN SAEDINIA
AVEDIS SHANLIAN
MARK STEPHEN HEWSON
JOSE MORALES
LUIS H MARTINEZ
CHARLES J SAILOR
Joeffrey S Sunga
ALVIN CHI WAI LAM
TAMAR ZEYTOUNIAN BARNABA
Virgil James Salsman
KARLA G KNAUTH
Alejandro Jimenez
Yun Hao
Magdalena Sanchez
Jennifer Jimenez
Yunfen Yi
Fernando Camacho
Patrick R Simmerman
PETIK PETROSYAN
Lara Crystal Chanpong
Chase Nicklaus Jenkins
Katrina Ren
Hovhannes Markosyan
Haeseong Shin
FUXIAN ZHANG
Marvin J Tsao
Julia Navarro-Sosa
Mason Xavier Bryant
Anasheh Baghoomian
Emmanuel Gonzalez-Ruiz
Alexander James Baer
Sandy Shu Perez
Joshua Enoch Leu
Charles Sailor
Brad Truong Chi
Byron Alexis Duran
Thomas P Hays
Travis Ball
Tyler D Ybarra
DIANE KATHRYNE GROHULSKI
Jason DOUGLAS Lock
MICHAEL SUNGHYUN CHOE
Carlos A Escobar
David Christopher LeBrun
Norman SANTOS Labrador
AIMEE M DANIELS
DENNIS MCGOWAN
Ken Park
Tom Wang
Marc Andrew Thomas
MEREDITH M MCKOWN
MARCOS MONTILLA LACSON
JASON M GOEHRING
STEVEN D PETERSON
MATTHEW Y WONG
NIDHI DADLANI
DIANE DANHUI WANG
JOSEPH ANDREW AZPEITIA
Steven Mark Soriano
Jill J Hou
Frode Teigen
DONG AN
Ji Hyun Yim
Jaime Oswaldo Trujillo Garcia
Grace Mekikian
Sophie Johnson
FRANCISCO JOHN LOPEZ
Carlos A De La O Rivera
Sandra M Martin-Stelmasek
NEAL STEFFEN JENKINS
SCOTT THOMAS UFFELMAN
LAWRENCE P DE SANTIS
CHRISTOPHER DEAN DYREK
Peter J Hyan
Antwan S Daniels
Peter Wei Te Chiang
Vangie L Yeganeh
Gerard Wei Zhang
Gabriela S Torres Luvianos
Samantha Ammari
Taoran Li
Carson Palmer Jenkins
Tiffany Renee Sanders
Alexander Tro Badoyan
MANIJA RASOULI
Edgar Higareda
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
DANIEL JAMES MCMILLAN
Veronica Ann Zamora
JON ANDREW BOSTROM
DAVID PHILIP LUNA
STEVEN KERSTEIN
MANUEL DAVID LOZANO
LOUIS MILLETT HOLTZ

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