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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

LPL FINANCIAL LLC
L.G. SMITH FINANCIAL SERVICES
J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CLG LLC
CETERA INVESTMENT ADVISERS LLC
THE CHARTIST
PINNACLE CAPITAL ADVISORS
STATE FARM INVESTMENT MANAGEMENT CORP.
STRATEGIC PORTFOLIO ADVISORS, INC.
WEALTHSPRING
COMMONWEALTH FINANCIAL NETWORK

Investors

GEORGE LY
Julian Armand Garcia
JOHN WILLIAM CAMPBELL
J. Murray Smith
Essam Elia
Steven Parker
Christopher O'Dell
Josiah Wilson
Ivan Flores
Alejandro Loza
Gregory Stephen Prough
DEREK THOMAS KOKUBUN
JON WAYNE BEMIS
ROBERT MICHAEL KOERNER
ELIZABETH Cartwright CARR
ROBERT HAROLD SOWDER
SARAH CARTWRIGHT EHMANN
KURT ROBERT EHMANN
ERIC VAN ANSPACH
DENNIS C SMITH
Bryan Anthony Hernandez
Connor Christopher Campbell
Christian Luke Fermin
KENNETH SCOTT LEE
DAVID CHARLES NEFF
PAMELA CARTWRIGHT ECKENRODE
GERALD E MITCHELL
JOHN DAVID CARTWRIGHT
RICHARD PETER MORAN
JAMES KENJI NOMURA
ALFRED ESCAMILLA
DALE BRUCE EICHMAN
CHRISTOPHER KIER MAIS
STEVEN GERARD MAIS
JEANNE ANNE SUTTIE
WILLIAM EUGENE DAVIS
MARK C DZIUBA
DAVEN WALTER ZAHN
NICHOLAS FREDERICK ZAHN
CHERYL ANN ESTEP
PAUL GEORGE KAGAN
TODD MICHAEL JONES
Michael Barnhill
ADRIAN GAYTAN
Dylan Nobuhara
J Alexander Mattingly
Stephanie Jane Bartels
CHARLES MITCHELL RICHEY
ASHLEY CAMILLE BOONE
TRACY ANN MIU
THEODORE MICHAEL ATHANS

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