Best Investors Account Sign in

Best financial advisors in Lennox, CA

Registered advisers within 25 miles of Lennox, CA.

Offices
2,705
Firms
1,173
Combined AUM
$27.4T
Firm-wide filings, not assets booked only here
Clients
3.51M
3,507,268 clients when Item 5C has a number
Avg / client
$7.82M
Combined AUM ÷ clients

Nearby offices

Firms

FACTORY CAPITAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
EFC WEALTH MANAGEMENT FIRM LLC
TLG ADVISORS, INC.
DUCENTA SQUARED ASSET MANAGEMENT
OMNICAP GROUP LLC
CS CAPITAL MANAGEMENT INC
INTEGRITY ADVISORY SOLUTIONS
ABACUS CAPITAL PARTNERS
LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
COMMONKIND MGMT CO, LLC
SHARPER & GRANITE LLC

Investors

TRAVIS ANTHONY HENRY
Trenton Jaret Bryde
Edgar Higareda
CHAUTHY MONIQUE PHAM
Henry Giovany Narvaez
RICHARD WALTER MOON
RYAN ANNALISE EDWARDS
Ricardo Valenzuela
MELBA ABIGAIL RODRIGUEZ
JOHN WILLIAM WELDON
BaRack Little
CORY JAMES CHAPMAN
Dante Jose Sanchez
Barbara Louise Walker
Terell Fields
Ryan OMalley
TIMOTHY PATRICK TORLINE
MARK STEVEN KAVOLIUS
MICHAEL GEORGE SANCHEZ
JEFFREY STANLEY SMITH
EDWARD HERSCHEL MCROBERTS
DANIEL CHRISTOPHER DALY
Scott P Schomer
Patrick Infante
LUCAS GERMAIN
LUIS ANGEL AMAYA
CHRISTOPHER THOMAS CASANEGA
Ryan Edward Peabody
Tina Maree Herrera

Within 25 miles of Lennox, CA, Best Investors lists 1,173 registered investment advisory firms with 2,705 offices nearby, managing about $27.4T in combined regulatory AUM across 3,507,268 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 Lennox

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