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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

SELLECK FINANCIAL GROUP
J.P. MORGAN SECURITIES LLC
OSAIC INSTITUTIONS, INC.
NOBLE WEALTH MANAGEMENT, INC.
FINANCIAL SECURITY SOLUTIONS, CORP.
INDEPENDENT ADVISOR ALLIANCE, LLC
INDEPENDENT FINANCIAL GROUP, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CENTAURUS FINANCIAL, INC.
LOCKERMAN FINANCIAL GROUP, INC
NEWPORT WEALTH ADVISORS, INC.
SHI SANCHEZ CAPITAL MANAGEMENT LLC
WHITTIER ADVISORS, LLC
HAVAPLAN FINANCIAL
PRUDENCE US MANAGEMENT, LLC
SAGEVEST FINANCIAL ADVISORS, LLC
ALPHA FUND MANAGEMENT LLC
MALIKA CAPITAL LLC
OLD WORLD FINANCIAL ADVISORS
PRUVISE

Investors

JODI ANNE SELLECK
MELBA ABIGAIL RODRIGUEZ
Christopher Fisher
MELINDA D SWARTZBAUGH
Jeffrey Lynn Kaylor
ALAN JEROME SCHRYER
DANIEL DUBOIS
JAMES MARVIN PEEBLES
JACQUELINE SEENA ZWEIG
LEWIS HOWARD PERKINS
Scott T Macbeth
CHARLES K CHEN
WENDY HO HUNG
Eric Yean
CHRISTIAN F CRUZ
SHUN SUN
Joshua JUN Lee
Christian G Lopez-Alavez
Daniel Mark Tomlinson
Avani Kothari
Kyle F Ergas
SANDY ANN GAGE
JOSEPH BINGFAI YU
ALAN NAKAMURA
MINDY LIU CUTLER
Sammie Kothari Peng
Sharon Chen
JOSHUA BRIAN MURTY
DAVID NATHANIEL KRAKE
JOANNA CORREA
CYNDIE HUANG
HANNAH ETHERSON
COLIN THOMAS BABB
MARIA ANG LAIGO
ERIN NICOLE GOODRICH
Makandal S Pierre
BRENT R GAGE
Johnny Le
ERICA PITRONE
SHAUNA R CASTRO
EMILY CHON
MITSUE YANG
ANTHONY SANCHEZ
Lindsey Irene Clark
Bryson Matthew Harnett
Alex E Paredes-Malaga
David Alexander Rodriguez
SONNY S KOTHARI
Anthony John Harnett
Chuck M Ives
CYNTHIA WA WONG
JOHN RICHARD DAUPHIN
Gilbert Fung
DEBBIE CHIEN-CABUDOL
Mohammad Jabbari
Jose Emmanuel Carrillo
Lauren M Wong
BARRETT P JACKSON
NI LIANG
Yuanyuan Liu
Vicente Funes
Kalvin Cruz
Gary Potter
MICHAEL JOHN HULLEY
Alexander Chen
JOSEPH GARZA
ROYCE RYAN RUNNING
LISA LYNN LOCKERMAN
LAWRENCE MICHAEL DEPAUL
SURYA JOSHUA KANE METZLER
David Harlan Hatch
MATTHEW SCOTT SMITH
MARY THERESA GIBSON
Joseph Anthony Puritt
Matthew Scott Albrecht
MASON LANE CARPENTER
Hayden Beckett Jankoski
Natalie Rose Anselmo
Christopher Bouffier
Laurie Drucker Dubchansky
Thomas Robert Anderson
EDWARD ANDRES RUNYON
RAJKO NOVAKOVICH
CARL JAMES FERNANDEZ

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