Best Investors Account Sign in

Best financial advisors in Long Beach, CA

Registered advisers within 25 miles of Long Beach, CA.

Offices
2,805
Firms
1,199
Combined AUM
$31.1T
Firm-wide filings, not assets booked only here
Clients
3.52M
3,520,394 clients when Item 5C has a number
Avg / client
$8.84M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
INTEGRATED CAPITAL MANAGEMENT, INC
PFS INVESTMENTS INC.
TRANSAMERICA FINANCIAL ADVISORS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BRAZEN CAPITAL, LLC
LPL ENTERPRISE, LLC
INTEGRATED WEALTH CONCEPTS LLC
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
PLANMEMBER SECURITIES CORPORATION
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
U.S. BANCORP ADVISORS, LLC

Investors

Darwin L. Juarez
Jose Guadalupe Leon
FRANK SCIOTTO
MARIAH COLETTE SIMMONS
MODESTY KOREAN BRIGGS
Samantha Isabel Gomez
ERIKA SIMONE NOBLE
Stephanie Valechia Hicks
ANTHONY CHRISTOPHER HICKS
Alejandro Acosta
Ryan Naki
IVAN ARZATE
DIEGO ADRIAN CONEJO
Michael Keith Paul
NICHOLE L DORCH-CANNON
KATHY BRASHER GARDNER
Yehudah Judah
Clarissia Novell Skinner
Akira Ogasawara
Orlino David
Stephanie E Acker
Hector Hernandez
FREDERICK DOUGLAS WILLIAMS
Djeneba Ouattara
RANDALL TAKESHI TAKAKI
MARY SHASHA HUANG
WANEE C JEERAPAET
Dierra Lynne Morrow Bean
HIROKO OKUNAGA
KAZUE FUKUDA
KYOKO KAY NARINO
SHINJI TAKESHITA
MICHAEL T GODDARD
Noriko Hamaoka Ikeda
John Kei Minezaki
STEPHEN ANDREW LALLI
LAWRENCE ROCHA
JEFFREY ROBERT LAVIN
SARAH AHLHEIM
MARK JAMES SUDOL
Ron Leibovici
Maryann Wolfenden
Angel Uriel Velasquez Siqueiros
Michelle Lynne Swint
Robert Abdul Mustafa
DOUGLAS EDWARD FRAZIER
MAI THI PARK
LAILA SOBHI MARSHALL-PENCE
PHILIP JOEL KAVESH

Within 25 miles of Long Beach, CA, Best Investors lists 1,199 registered investment advisory firms with 2,805 offices nearby, managing about $31.1T in combined regulatory AUM across 3,520,394 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

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

1 CAPITAL RESEARCH AND MANAGEMENT COMPANY 134 clients $3.75T AUM 2 T. ROWE PRICE ASSOCIATES, INC. 83 clients · 235 advisers $2.20T 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 CAPTRUST 963 advisers $1.24T AUM 7 DIMENSIONAL FUND ADVISORS LP 3 clients · 269 advisers $1.02T AUM 8 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM