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Best financial advisors in Lincoln Heights, CA

Registered advisers within 25 miles of Lincoln Heights, CA.

Offices
2,893
Firms
1,194
Combined AUM
$27.6T
Firm-wide filings, not assets booked only here
Clients
3.51M
3,508,521 clients when Item 5C has a number
Avg / client
$7.86M
Combined AUM ÷ clients

Nearby offices

Firms

FOLVEX CAPITAL MANAGEMENT LLC
CLIFFORD SWAN INVESTMENT COUNSELORS
PRIMECAP MANAGEMENT CO
CITIGROUP GLOBAL MARKETS INC.
GWN SECURITIES INC.
PRIME CAPITAL FINANCIAL
FIRST CITIZENS INVESTOR SERVICES, INC.
SCHNIEDERS CAPITAL MANAGEMENT, LLC.
FIRST WILSHIRE SECURITIES MANAGEMENT, INC.
UBS FINANCIAL SERVICES INC.
LK&A INVESTMENT COUNSEL
ROBERT L. BENDER, INC. DBA ROBERT BENDER & ASSOCIATES
HALL CAPITAL, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
GOINGVCPARTNERS LLC
THRIVENT INVESTMENT MANAGEMENT INC.
SUMMITRY, LLC

Investors

LLOYD KATHARINE WONG
LESLIE ANN MANUEL GUTIERREZ
David Yi-Yen Lin
CHARLOTTE CHEIM ANTEN
ELLIOTT CURTIS HOLLINGSWORTH
GEORGE EDWARD HASBUN
RANDALL LEE ZAHARIA
KATHLEEN GILMORE
BILLY J.H. YEH
KEVIN JAMES CAVANAUGH
Raymundo Flores
Austin Highsmith Gewecke
Raymond Gilbert Torres
PETER JAMES BOYLE
MAXWELL RAMSEY PRAY
Murcy Ya Ni Huang
ROGER LELAND (JR) GEWECKE
Kristen LaSasso
ANDREW CHAN
TONY KUNGPO YANG
JINGXUE LIANG
SHAMINDER SINGH DHINDSA
MARIO REYNALDO REINA
NATHANIEL THOMAS KIRK
ROBERT KADE MARRIOTT
Kevin Yardumian
NICHOLAS HENRY STONNINGTON
NICHOLAS HENRY STONNINGTON
NHA DOAN PHUOC TON NU NGUYEN
CHERYL HOM
MARIO WOIZESCHKE
Deanna W Yu
PRITI JAY MORA
James Jeffrey Lugo
GIANLUCA PACI
Brett Lindeman
Ricardo Escobosa
APRIL MICHIKO ZEE
Adam Pyle
LEE VANN ERBY
Michael Anthony Lange
MARY SHAWKY GHOBRY
Patrick Daniel Skovran
ART SALDIVAR
NEGIN BANAEI
MOUNIR MORCOS SAID
JAMES FRANCIS SCHNIEDERS
JOHN CARTER SCHNIEDERS
Jason Kalman
HOWARD HAOMING LU
FELIKS ZLOCHISTYY
SCOTT WILLIAM HOOD
WILLIAM ADAM CATON
Ruby Herrera
MICHAEL CLAY STEWART
NICHOLAS J WELSH
REED GAVIN BENDER
JAMES ROBERT PATRICK
THOMAS RICHARD KOCH
DONALD EDWIN HALL
John Anthony Alvarez
Sarah Joy-Wood Alaways
Marc A Henderson
Aaron Byrd Nosler
Glenn Ronald Vallercamp
Tavisi Sharma
Hovik John Mavyan
Argam Aghazarian
Ronald Thomas
Jason Bednar
ALEXANDER A TRAN
JAMES MICHAEL VANDEVOORDE
MICHAEL KH JAMAL
Lena Thomas

Within 25 miles of Lincoln Heights, CA, Best Investors lists 1,194 registered investment advisory firms with 2,893 offices nearby, managing about $27.6T in combined regulatory AUM across 3,508,521 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 Lincoln Heights

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