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Best financial advisors in Lakewood, CA

Registered advisers within 25 miles of Lakewood, CA.

Offices
3,500
Firms
1,425
Combined AUM
$32.5T
Firm-wide filings, not assets booked only here
Clients
3.53M
3,525,755 clients when Item 5C has a number
Avg / client
$9.23M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
AMES FINANCIAL SERVICES
STATE FARM INVESTMENT MANAGEMENT CORP.
THRIVENT INVESTMENT MANAGEMENT INC.
OSAIC WEALTH, INC.
NWF ADVISORY SERVICES INC
AVINA FINANCIAL GROUP, INC.

Investors

ERIC CLARENCE JOHNSON
Andrew Rivera
JUAN ARMANDO OLIVARES
Christopher M. Liggins
RICARDO RAMIREZ
DANIEL ABELEDA PAGILAGAN
ARCHIMEDES CHUA GOMEZ
RANDY MICHAEL MC ANDREW
ADOLPHUS ANDERSON
GEOFF THOMAS DELAHANTY
BENJAMIN RICHARD KOEHLINGER
Cody Hale
Angela Nicole Reilly
KEIKO COLLEEN MCINALLY
Felipe Sebastian
KAREN RHODA CODMAN
DAVID ISTI
Cesar Ricardo Chavez
John Patrick Schober
JOSE FELIPE OLGUIN
BORIS MICHAEL CASTILLO
EMANUEL OMAR AVINA
GEORGE IVAN ZULUAGA
Robert Anthony Casares
Jason Lewis
SERGIO GARCIA
Douglas M. Hanna
Dave Adams
Courtney Elizabeth Marshall
EDDIE LOZANO RIVERA

Within 25 miles of Lakewood, CA, Best Investors lists 1,425 registered investment advisory firms with 3,500 offices nearby, managing about $32.5T in combined regulatory AUM across 3,525,755 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 Lakewood

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 DIMENSIONAL FUND ADVISORS LP 3 clients · 269 advisers $1.02T AUM 8 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM