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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

FINALITY CP MANAGEMENT LLC
CARAVAN MANAGEMENT, LLC
WELLS FARGO CLEARING SERVICES, LLC
JS ALAN, LLC
J.P. MORGAN SECURITIES LLC
BEAR NOLAN LLC
WESTSIDE FINANCIAL ADVISORS LLC
HIGHTOWER ADVISORS, LLC
THE GORES GROUP, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
HSBC SECURITIES (USA) INC.
CHEVIOT VALUE MANAGEMENT, LLC
STEELPEAK WEALTH, LLC

Investors

SHAUN ERIC CASTRO ANSUETA
MARTIN JUN-YOUNG LEE
JACK S SIH
ALAN OZZY LI
David K Lee
DEREK VAN DER WAL
HRACHIA SAHAKYAN
Jared Nolan
Roque Wicker
Michael F Setlich
JON ROBERT DENNIS
Turkessa Ferrer-Babich
Kenneth Adrian Cornutt
Samuel Landman
Christopher Ridout
Wendy Nicole Atlin
Gahng Gook Choi
JAMES JAY HAUSBERG
BRIAN MCRAE
ROSANA CATALINA LAMBERTINI
Jonathan David Obera
ANNA TOSUNYAN
LAUREN GUZMAN
MICHAEL RADER
CURTIS FRANK VEGA
ERICA Lihong PU
Kirk Whalen
Andrey Manannikov
Derenik Sardarimasihi
Gabriela Maria Holian-Martinez
Alireza Damirchilou
RICHARD DAVID CORDELL
RICARDO RAMIREZ
Wang Liao
JEFFREY PAUL NEEDHAM
CHRISTINE PRAKASH
DAVID EDUARDO GRANDE
Eric Ingber
JAMIE YEUNG
James Maxwell Whiting
MARTIN RIYAD IRANI
DARREN CLAY POLLOCK
DAVID AARON HORVITZ
Catherine Spragge Siphron
Amanda Madison Leger
AARON D SANOR
VALERIE RENEE COLLINS
KEVIN RICHARD LAURSEN
ADENA MAUREEN SMITH
KAREN JEAN PIPER
MICHAEL ALAN GREER
HOWARD ANDREW KRESHEK
JUDSON CHENET MOCK
DAKOTA SUNSERI
MICHAEL BANAYAN
MICHAEL WILLIAM HANLON
PETER HASELHOFF
DEBORA FAULKNER MOCK
MIRIAM KHORRAMIAN
DAVID MICHAEL LIU
JACOB WEST STALNAKER
ANASTAS BERIBAK
CLIFF VUONG NGUYEN
VINCENT GIA MACNGUYEN
SONYA DOSHI-MCCARTHY
PRATEEK AMAR
MICHELLE DAWN FLAM
CHRISTOPHER E KABELAC
SCOT JAMES ERWIN
M DAVID PEARLMAN
MITCHEL GIA MACNGUYEN
DEBORAH LYNN KEY
JENNY J HAN
KEN QUOC NGUYEN
BRENT RYAN BODNER
MEGAN NICOLLE REYNOSO
DON PERSONS WYSE
BRENDA TANEDO OSBORNE
MICHAEL ANTHONY MARGIOTTA
VICTOR MANUEL RODRIGUEZ
JAMES DALE MCCABE
SASHA ALEX AZARMI
THOMAS JOHN MALTESE
JOY EZINWA OGBUNAMIRI
GINA RUNIONS
ERIC ANDERSON BEMBRY
MONIKA ANDREA OROZCO
STEVEN JOSEPH WHEELOCK
BEHNAM LAVIAN
NANCY LOUISE MCCREADY
PRESTON SCOTT EDWARDS
TONDALAY N GEORGE
GIANPAOLO BICEGO
HEATHER MIRAN CHUNG
NICHOLAS EVAN DAVEY
JAMES ANTON MCGARRY
ABDOLLAH RAIS
VICKY NGOC DO
IRENE H MAO
ADAM BAKHASH
ANDREW ALEXANDER GLASER
PAMELA R SULLIVAN
SASA LI
BRENDA MARIA FIGUEROA
JAMES FRANCIS MCGUIRK
BRIAN JENS FIRRING
JEFFREY RONALD GERMAIN
REGINA CATHLYN BRUCATO
MIKE GLEASON
DAVID TRENT
CHRISTOPHER MAX NORNBERG
MARK DIJAMCO
LINDA SHIAMSIA RASHEED
CATHERINE TANG
ANDREI MAGANA
KELLY KNOTT
JERAD CHAO
NICHOLE RUNIONS
JESSE GLASER
SARA ERIN GONZALEZ
JACKSON WEAVER
JOHN DANIEL BLASEWITZ
SCOTT EDWARD WENDELIN
JEFFREY MARSHALL SMITH
PHILIP STEPHEN WALTERS
RONALD JOSEPH MERCADO
CARL ROBERT MONTGOMERY
KENNETH CAGNOLATTI
BENJAMIN KYU WON LEE
Luis Castaneda
JORDAN SCHOENBURG
VICKI KAYE BARNES
GERALD PAUL GALLAGHER
LARRY GEORGE ROTH
KELLY SUSAN DRINAN
LISA AMSTER GORODISTIAN
MICHAEL THOMAS BLOOD
SAMMY ELGUINDI
ALYSSA ALVAREZ
JOHN KENDALL SEEDALL
CARROLL MAC WILSON
MARCUS SIKORS
Kingsley Yu Man Choi
DEREK HONG HAO RUAN

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