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Best financial advisors in Lomita, CA

Registered advisers within 25 miles of Lomita, CA.

Offices
2,148
Firms
982
Combined AUM
$25.6T
Firm-wide filings, not assets booked only here
Clients
3.47M
3,473,886 clients when Item 5C has a number
Avg / client
$7.38M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
CW ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
PRIVATE ADVISOR GROUP, LLC
OSAIC WEALTH, INC.
BLUE COIN CAPITAL LLC
APOLLON WEALTH MANAGEMENT, LLC
PACIFIC GROWTH INVESTORS

Investors

Alexis Danniel Muro
JENNIFER ANN GIACALONE
DEANNA MICHELLE GAUSSA
ERIC LAMAS
ELISE HATSUE HARADA
BRIAN EMIL BRITT
PHILIPPE ROBERT OERTLE
CHRIS MATTHEW FRANTZ
BRADD ALLEN DONOVAN
James Mathew Vogel
EDWARD YOON
AUSTIN ARATA
FLOR DE MARIA GONZALEZ
E. MARTIN VON KANEL
JOHN JAY LEWIS
SAMUEL BRUCE LEDWITZ
ADAM GREGORY MARK HARTRUM
KIM BRIGHT
DYLAN BRIGHT
AMY SCHLOSS FOSTER
TODD SANFORD DAVIDSON
GRANT HARMAN HARTWELL
CONNOR PHILLIP HARTWELL
PHILIP ALAN HARTWELL
LAUREN TAYLOR HOLDEN
MICHAEL ILDO CHUNG
STEVEN W BARRETT
KEVIN FRANCIS CONNORS
STEPHEN FRANCIS CONNORS
DAVID WILLIAM BROWN
William Quanghuy Nguyen
BRANDEN JOHN RUBASKY
ADRIANA BARROSO BARTHOLO COX
KYLE Takao Kaniela FREITAS
MARK KENJI TSUJIMOTO
HOLLY CLAYTON HANCOCK
STUART SHOJI TSUJIMOTO
GARY BURKARD
ROBERT BRUCE HARTE

Within 25 miles of Lomita, CA, Best Investors lists 982 registered investment advisory firms with 2,148 offices nearby, managing about $25.6T in combined regulatory AUM across 3,473,886 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 Lomita

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 DIMENSIONAL FUND ADVISORS LP 3 clients · 269 advisers $1.02T AUM 6 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 7 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM