Best Investors Account Sign in

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

WELLS FARGO CLEARING SERVICES, LLC
HIGHTOWER ADVISORS, LLC
EAST BEACH ASSET MANAGEMENT, LLC
PARALLAXES CAPITAL
GT INVESTMENT MANAGEMENT, LLC
SHUCHA WEALTH MANAGEMENT LLC
TRUE WEST MANAGEMENT COMPANY, LLC
SANCUS CAPITAL MANAGEMENT LP
RESMARK EQUITY PARTNERS, LLC
FENUL LLC
FENUL WEALTH MANAGEMENT LLC
VALUE ROTATION STRATEGIES LLC
AVENTINE CAPITAL MANAGEMENT LLC
DAIMYO INVESTMENT MANAGEMENT LLC
OPPENHEIMER & CO. INC.
MUTUAL OF OMAHA INVESTOR SERVICES, INC.
LEGACY WEALTH MANAGEMENT, LLC
TCG CAPITAL MANAGEMENT
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

MICHAEL TOBIN BILL
STEVEN TANN
CHRISTOPHER CASPIAN ARUFFO
CHARLES H. HUTCHINSON
RYAN JAY GRASHOW
MARIANNE DIONISIO TALAVERA
DAVID IAN SOLOWAY
MAYRA R HARO
KEITH M SHISHIDO
HERBERT JOEL SEGALL
CINDY OUTLAW-JOHNSON
CHARLENE PRECIADO
SUSANNA KIM BRACKE
HADI DURALI
BRENDA E CHAVEZ
MEREDITH B WU
CAROLINE ROSE WERLIN
STEVEN THEODORE SANTUCCI
ALBERTO ZAPATA ABAD
JUSTIN MICHAEL FRIEDLANDER
ROGER BARCLAY HALL
BRIAN THOMAS WHITNEY
JONATHAN STEWART HOOT
DAVID EFREN SOSA
CHARLES J PHILIP GLICK
ANDREW LAVOIE
ALAN JAY GLICK
LAWRENCE PRESTON RUDERMAN
VICTOR ELIAS RESKIN
MICHAEL L KRAMER
WILLIAM NACHMAN ORKIN
MARK THOMAS LINDEE
CHARLES LAWRENCE FRIEDLANDER
PAUL JOSEPH VANNUKI
JAMES PHILLIP ZEUTZIUS
TYLER DONALDSON CREMER
MICHAEL J SQUELLATI
JOE T CHAN
SAM HASSAS ROUDSARI
Drew William Holden Clanton
SEYAVASH NMN SARABI
Cole Kahrilas
JAMES STEVEN TURO
Aaron Meir Shuchatowitz
tayeb ayat
ADAM MICHAEL SCOTCH
LEDA JOAN OZMEN
TUYUN BRIAN RA
MICHAEL BRUCE LEMKIN
ROBERT DAVID ROSENSTOCK
KEVIN CRAIG SALK
JUDITH GERETTE GORDON
ANITA MARIE DAGUILAR
IRWIN NORMAN MAZUR
FENG SHEN
ADAM MANNA QUARELLO
GREGORY BAINES IGLOW
KAREN DALMAU
SEAN MEIER
MAXWELL ADDISON LUCK
DEVON BRETT SILBER
REIJI CHRISTOPHER KODAMA
MICHAEL HOWARD ROSENMAYER
RAYMOND LEW
KEVIN FOSTER FRIEDMAN
MARK JOSHUA ROMAN
BRUCE JAY LESSINGER
RANDY FARZIN MOSHTAEL
MERRELL GERARD SIEGEL
MARK WILLIAM WEINBERG
DEREK SCOTT RADULSKI
FRANKLIN MOHRI
LALEH HAKIMI
AIDA Shahid MCNAMARA
vito Giovanni Roberto
William Franklin Larsen
JOHN JUNGKI KOH
NATALY BRITO
RICHARD STANLEY CALDERON

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