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

EP WEALTH ADVISORS
CETERA INVESTMENT ADVISERS LLC
LIQUID CAPITAL MANAGEMENT LLC
ARCHER CAPITAL GROUP MANAGEMENT, LLC
COMPOSITION WEALTH, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
EMPIRICAL WEALTH MANAGEMENT
TORCH KEY ASSET MANAGEMENT, LLC
GAMBLE CAPITAL STRATEGIES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
MEDINA VALUE PARTNERS, LLC
GRATIA CAPITAL, LLC
NWF ADVISORY SERVICES INC
LUMEN STRATEGIC MANAGEMENT, LLC
ADES INVESTMENT COUNSEL, INC.

Investors

ERIC ANTHONY NIKSSARIAN
KATHRYN COSTAS
TREVOR BRADLEY BUSH
MARTIN S BERMAN
GERARD VENTURA TAMPARONG
ROBERT JEFFREY SCHPOONT
BRET ALEXANDER HAMBY
JENNIFER MCCALL
JOSEPH LOUIS SALCIDO
BENJAMIN DANIEL LAKE
Brandon Beckner
Michael Wirth
Langley F Thomas
Lily Inez Gillman
Eli Daniel Saldamando
THOMAS ALAN BAKER
JOEL DANIEL KENDALL
SUZANNE BUCHANAN TAYLOR
THOMAS ALBERT HOWELL
WENDY KATHLEEN CIEHANSKI
MATTHEW JOHN DMYTRYSZYN
RUSSELL EDWIN HOSS
NATHANIEL JAMES ANGELO
SEAN VAUGHN OWEN
ADAM WHINFREY MESSICK
BLAKE W MCKIBBIN
BRIAN CHRISTOPHER BUNKER
CRAIG MATTHEW BORKOVEC
John Connor Wilhelm
Steven Stalick
William T Allen
JOSEPH ARICO GANOE
Alexander Brandon Cyrus
Andrew Ark
Laura Anika Sendldorfer
Daniel Ellmann Tang
CHRISTOPHER JOHN CIEHANSKI
SAMUEL CLARKE COQUILLARD
BROCK EVAN MOSELEY
Benjamin Samuel Offit
PAUL THOMAS GLENN
SHANE PATRICK LARSON
CALEB KENTON BROWN
BRIAN DENTON JOHNSON
Jeffrey Evan Alpert
Jason James Weindorf
Emil Ivaylov Georgiev
DAVID SAMUEL BLEECK
ALEXANDRA B SHAHERI
Ryan Patrick Hanlon
JOHN DAVID CAFFREY
David Joshua Paulson
MITCHELL MARC CAPLAN
CHRISTOPHER L GUARINO
Nicole B'Lou Pavlovic
PETER James LAPLACA
BRIAN MATTHEW JOHNSON
MATTHEW CULLEN CHENEY
Kyle Breslow
Theodore Rollin Crites
Jacob Elwood Hungarter
Matthew Edmund Granski
RICHARD ALAN BRENDE
JOSEPH BRANDON LAVITT
Jonathan Green
Will Theodore
CHARLES E PYLE
ARTHUR RAY GAMBLE JR
SCOTT BYOUNG MIN
Julia Yunjoo Hahn
Jae sung Chun
KEVIN NOBUO TERAO
THOMAS ALAN GRAY
NADIA ANTII
John Long
MOHAMED ABDUR RAHMAN AKRAM
GLEB REYNLIB
HEATHER LOUISE SCULLY
JOSEPH STARKEY HAGLER
WILLOW DRAZEN
DANIELA ALJAWAD
JANE AN
ROBERT IRA ADES
ROBERT PIMBERT DOVALA
JODI MARIE JOHNSTON
Veronika Saparova
Woong Kim

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