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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

ASCENDANT CAPITAL MANAGEMENT
EDWARD JONES
EQUITABLE ADVISORS, LLC
EAST BEACH ASSET MANAGEMENT, LLC
PARALLAXES CAPITAL
GT INVESTMENT MANAGEMENT, LLC
FINZ ADVISORS, LLC
TCG CAPITAL MANAGEMENT
IVANOFF WEALTH MANAGEMENT INC.
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
MCDERMOTT INVESTMENT ADVISORS, LLC
RBC SECURITIES, INC
J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
U.S. BANCORP ADVISORS, LLC
PFS INVESTMENTS INC.

Investors

CHARLES LAWRENCE ARMENDAREZ
RICHARD MOON
Julio Sandoval
Joel Hirchert
Kenneth Mark Whittenbury
Carol Otters
Jennifer Kim
SEYAVASH NMN SARABI
Cole Kahrilas
JAMES STEVEN TURO
Kenny Jung
Tiago Machry
Amber Renee Maxine Pavlovich
JAIME ERNESTO GARCIA
Emilio Armando Garcia
MINA GILL
Anthony Robert Correnti
Rudy Stany Sanchez
Ivan A. Beltran
JANET GISENIA HERNANDEZ-RAMOS
LELLY WOO-GRIMES
MICHAEL BRUCE PRIZER
Joshua An
Denny Tang
Valentino Alfonzo Valdez
RICHARD STANLEY CALDERON
DANIEL RUDDOCK
ALLAN ABESAMIS MEDRANO

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