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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

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
TLG ADVISORS, INC.
NORTHERN TRUST SECURITIES, INC.
NUVEEN ASSET MANAGEMENT, LLC
WEALTHSPIRE RETIREMENT ADVISORY
WESTMOUNT PARTNERS, LLC
WELLS FARGO CLEARING SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
AIRE ADVISORS, LLC
MFA GLOBAL CONSULTING GROUP LLC
SAGEWATER WEALTH MANAGEMENT LLC
EMPYREAN CAPITAL PARTNERS, LP
FRONTIER
SECOND SIGHT VENTURES LLC
SIWA CAPITAL LLC
RAYMOND JAMES & ASSOCIATES, INC.
LPL FINANCIAL LLC

Investors

JEFFREY GLEN RUSH
KRISTINE LOUIS REYNAL
JOSE A. MARTINEZ
Margaret Teresa Kubiak
Daphne Peng
NADER RAZAVI
BRIAN P CODY
Hassan Abedi
Nune Khachatryan
Keisho Blake Awamoto
MINGJIE XU
HAROUT ARAM DERMENDJIAN
Hitomi Okamoto
John Samii
Donavyn Allan Hardy
Milad Naji
Clark A Mallard
Adrian Raul Larios
Matthew Rafael Melgar
Tommy Clayton
Corey Gabor
Brandon T Gehret
Benjamin Chaim Leibman
John Jimenez
Brad MATTHEW Larsen
CHERYL LEE PALLER
DEGA A NALAYEH
James Walker Watson
JOHN JOSEPH AYLWARD
SCOTT CHRISTIAN ROSSER
Aaron Chang
DESIREE RUTH HOFFMAN
FARIBORZ A COHEN
SHANE REYER WAARBROEK
Susie J Oh
DINA M ERGLIS
STEVEN R DIAS
STEVEN LEE DEBOER
Grace J Lin
SHAHRAM HAZANY
Mericar S Escobar
LUIS R PERELLO
JAMES CUNNINGHAM
Joseph Bui
NICHOLAS CABELL TOWER
ZACHARY IAN STITZER
PATRICK CODY
Armen D Ajemian
STEPHANIE LEIGH TITUS
Simone Sabbagh Branigan
DANIEL R LIFFMAN
Ariana Ivelisses Olive
JENNIFER LEE
Christopher Ishii
Mark PATRICK Jutton
sameer hanania adi
Xinru Liu
LINER WANG
Nancy Weijia Lu
Mo Nejad
Barbara Silva
Bryan Fabian Herrera
Reihana Barzi
Belinda Marie Van Sickle
BETTY KERMANIAN
E M Broussard
Sadegh Farhadi
Mark Bybee
Ilanit Illy Akhavan
Andrew David Morales
Cecilia C Lyon
Jesse Surran Arian
Marc Antony Martinez
Rafael Mendez
Daylen Reyes
george J Sinadinos
Fataneh Geransar
Sarah M Wisniewski
DAVID FREEMAN NEVELL
DOUGLAS MALCOLM POPOVICH
JOSEFA JIMENEZ
Nancy C Neal
Kennon Rene McCarthy
Mona Vince
AMIR AFAHI
MATTHEW SPRING
JENICE ANN CARTER
LEONARDO FRANCISCO MORALES
Rabin Hourizadeh Hekmati
Muna Nalayeh
Patrick D'Angelo Armano-Amato
Hannah Mary Cutter
BEN ADLER
Joaquin A Leija
Noelia Elizabeth Chacon
Elias Dean Yarling
Raymond Salcido
Alison Sun Kim
Charles H Deakins
John PATRICK Cody
Jefferey D Redford
BRANDON A DORSEY
Alexander Thomas Eng
DAVID RAY AJEMIAN
SHYAN M ARDALAN
Jon Edward Sasinowski
Tyler Joseph Baeza
ALIYU AHMED
Tadeh Alvandi
Michelle Zyman
Alonzo Daniel Bahena
Vahe Nazarian
Drew Littwin
Andrew W Hill
Henry On
Harlin Singh Urofsky
Gabriella M Onggara
JONATHAN BROUGHTON HODGE
THOMAS FRANCIS JACKSON
BAN N HONG
CHRISTOPHER ALAN CHAPIN
Ji Hye Cho
Stephen C Hunt
STEVE WILLIAM LAZNY
MATTHEW CORBITT
Susan Ellen Francis
Destin E Thomas
Austin Tyler Barger
Benjamin G Rosenblum
Kianna Fiouzi
CHARLES ALFRED THARNSTROM
DEVOTA PILAR SHAY
WILLIAM DARLAS BRAHOS
Lara Michelle Magnusen
TAMI GOURLEY
JOHN GREGORY PAFFENDORF
LINWOOD BRANDT DANIEL
DALE EUGENE REED
ELENI MAVROMATI
PAUL SPENCER CHECKETTS
ERIN BLAZE MCCARTHY
David L Niehaus
WINIFRED WIKKELING
JUNGMIN Tiffany YU
Richard B Jones
LARRY M. SCHNAID
LISA MARIE HODUS
MARIANELA CHOW
Maria Gundorph Moller
Lorgia Elizabeth Estrada
Lharmina T Castro
Brandie Malon Wilson
JOEL DAVID BLUMBERG
Shanon Still
GEOFFREY ROSS BERLIN
HUGO ARMANDO PADILLA
WILLIAM BYERS
Eric Mason Burns
FRASER MCALPINE
BRANDON W EVANS
ROBERT LOGAN AHLERS
KIMBERLY IRVING THOMPSON
HILARY A KETCHUM
SEHR KAYANI
BLAKE THOMAS FIERRO
GENNARO ROBERT DISILVIO
Justin William Crichlow
Brandon Michael Luckwaldt
Nicholas Scott Tater
Stacey Perry Blunt
Jennifer Garcia
ALI MAZAHERI KERMANI
Alanna Richman
Jessica Rose Lackmeyer
Sean Lindenau
Jakob T Roulier
Justin Tendler
Deborah Peinovich Schultz
Jordan D Friedman
ELLEN HEIDI VAN GROVE
John David Tracy (David)
Philippe Hartl
Jerome S Klein
DANIELLE MARIETTE PRUNIER
Thomas P Tournat
KAREN LEUNG
ELANA Y GINSBURG
ANDREW O'BRIEN
Smita Mahboobani
SHIRLEY VALLADARES
Kenneth Scott Esman
VICTORIA R SANTORO
JOSHUA MATTHEW PODELL
JEREMY DECUIR
Leon Yu
John K Heisel
MICHAEL GRAHAM STARRATT
Reza Zafari
RICK BAKER
Rachel Blanc
Bryan J. Smith
MICAH GRANT SCHEINBERG
LEONARD KORTEKAAS
ANDREW RYAN MCFARLAND
Bradley Stuart McCallister
Joshua Mangatur Simangunsong
Teresa LEIGH Drummond
Salim Admon
Felix Pollmann
Gerald R Obando Abad
Gabriela S Torres Luvianos
RICHARD MARK SCAFA
SUZANNE KATHRYN CASTRUITA
Cynthia M Serbia
GEORGIANA ANDERSEN
Rochelle Yonghong Tang
JASON NORRISH
MICHAEL NEIL TIEDEMANN
DAMIAN M OLIVAS
JENNIFER A LOGAN
Lawrence Howard Jacobsen
Taylor Maria Marrone
Lisa Smith
Karen MARLA Merker
Jason Allan Gilman
Henrry Medrano
BRIAN DEAN LUDWICK
KAREN L SENNES
JAY STANFORD POMMREHN
STEPHEN JAMES WILEY
Kelsey Rose Spirz
Kelly Pelino
VICTORIA ASHLEIGH DYSON
Landis Richardson
RYAN AUSTIN SPIVAK
ALEX GANAPOLSKY
JOSEPH JOHN D'ARRIGO
Michell Navarro
SIMONE LIU
KRISTINA COSMA DOWNING
BALFOURE PATRICK BRENES
Neil Tobias Unger
Nathan Mescobi
PHILIP HUGO FESSLER
JAMES CHARLES NAIFY
AMIR ALI MONSEFI
SHARON NASSIRZADEH
MARYAM KHOSHREZA
LILY DEBORAH MOSSAYI
Daniel P Ebert
MARCOS FIGUEROA
SARA YASMIN QAZI
MATTHEW TAYLOR AYERS
Roxana Montane Marrero
TREVOR BLAKESLEE COLBY
JOSE ARMANDO LANDEROS
DAVID BRET KALLENBERG
Jaron Richard Singletary
DYLAN MORTENSON COLBY
PETER BARRY
MARISSA ANNE DAY
MARK JAY POMERANTZ
DARIAN JASON COHEN
BRUCE HOWARD TREITMAN
WILFREDO WILLIE FIGUEROA
OHAN CHOREKCHYAN
MICHAEL TOBIN BILL
KEVIN SCOTT MONACO
MARK RICHARD TURNER
DAVID SCOTT GARFIN
MATAN JONATHAN STEIN
VIKAS SAMIR CHAUHAN
Soseh Hacopian Nelson

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