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Best financial advisors in Long Beach Shared Firm, CA

Registered advisers within 25 miles of Long Beach Shared Firm, CA.

Offices
2,509
Firms
916
Combined AUM
$25.7T
Firm-wide filings, not assets booked only here
Clients
3.21M
3,208,461 clients when Item 5C has a number
Avg / client
$8.00M
Combined AUM ÷ clients

Nearby offices

Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CENTAURUS FINANCIAL, INC.
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
CHICAGO CAPITAL MANAGEMENT ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
INTEGRATED WEALTH CONCEPTS LLC
CAPITAL BANK AND TRUST COMPANY
CAPITAL CLIENT GROUP, INC.
U.S. BANCORP ADVISORS, LLC
WESTERN GROWERS FINANCIAL SERVICES
EAST BEACH ASSET MANAGEMENT, LLC
PARALLAXES CAPITAL
GT INVESTMENT MANAGEMENT, LLC
A YEO CAPITAL MANAGEMENT LLC
TCG CAPITAL MANAGEMENT

Investors

Matthew Jacob Romero
SCOTT JAY SCHIFFER
JAMES CHARLES KIECKHAFER
GREGORY SCOTT JOHNSTONE
IAN D HORNSTEIN
LANFENG ZHAO
ANDREW B CHOU
Shawn Chughtai
Jianming Zang
JASON BRYCE VANCLEF
Katherine Leung Heaney
ANDREW BAUTISTA
HANI SHARESTAN
CYNTHIA LEBERTHON
KAHNI BIZUB
RICHARD HUFFMAN
JENNIFER HADDAD
JEFFREY MYERS
NANCY VAN LANEN
THOMAS KIM
Ivan A. Beltran
JANET GISENIA HERNANDEZ-RAMOS
KEVIN GREGORY BROULETTE
SEAN MICHAEL TUPY
STEPHEN LEE CARUTHERS
JACOB MARCUS GERBER
David Jungwoo Lee
MAZIYAR AHMADI-KASHANI
Adan M Torres
MATTHEW DAVID LEWIS
Grant Riley Flanagan
SILVIA ALICIA FETTIG
SEYAVASH NMN SARABI
Cole Kahrilas
JAMES STEVEN TURO

Within 25 miles of Long Beach Shared Firm, CA, Best Investors lists 916 registered investment advisory firms with 2,509 offices nearby, managing about $25.7T in combined regulatory AUM across 3,208,461 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 Long Beach Shared Firm

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 CAPITAL RESEARCH AND MANAGEMENT COMPANY 134 clients $3.75T AUM 2 PACIFIC INVESTMENT MANAGEMENT COMPANY LLC 5 clients $3.67T AUM 3 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 4 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 5 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T 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