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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

MARLIN EQUITY PARTNERS
EXCELLION FINANCE MANAGEMENT, LLC
CITIGROUP GLOBAL MARKETS INC.
J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
U.S. BANCORP ADVISORS, LLC
EDWARD JONES
CLG LLC
CETERA INVESTMENT ADVISERS LLC
OSAIC WEALTH, INC.
MADRID RETIREMENT ADVISORS
SECOND 50 FINANCIAL
HOLT INVESTMENT ADVISORS

Investors

Tiffany Nouri COHEN
Connor Wood
Leah Shannon Melendez
Bettina Marie Andres Banzon
FURUI GUO
ANITA RAVANI
Chelsea Sade Rojas
Dave Adams
Edgar Higareda
Bruce Michael Stava
Nicholas Michael Pennino
Sarah Beth Slay
Joanna L Lampkins
Ross William McKnight
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
Matthew Joseph Nahman
Dylan Nobuhara
EDGAR ARANGO
Ruben J. Rodriguez
Justin Tafoya
Patricia K Moon
Nailah Khan
Cesar Ricardo Chavez
John Patrick Schober
Alejandro Loza
CHIEHRU CHENG
Marques Sewell
ARMAND LEEMAN FIDLER
NICOLAS PAUL WONDOLOWSKI
CHRISTOPHER MICHAEL AUTEN
RANDALL LEE KING
DIEGO HERNAN PARRA-CORTEZ
JERRY R MADRID
KATHLEEN ANN ADAMS
DAVID HUGH SWIFT
KEITH WHITING HOLT

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