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Best financial advisors in Lynwood, CA

Registered advisers within 25 miles of Lynwood, CA.

Offices
3,026
Firms
1,237
Combined AUM
$27.8T
Firm-wide filings, not assets booked only here
Clients
3.52M
3,516,818 clients when Item 5C has a number
Avg / client
$7.90M
Combined AUM ÷ clients

Nearby offices

Firms

INFINITY FINANCIAL SERVICES ADVISORY
AMERIPRISE FINANCIAL SERVICES, LLC
CW ADVISORS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J.P. MORGAN SECURITIES LLC
HIGHLAND MB WEALTH LLC
HH CAPITAL MANAGEMENT, INC.
WELLNESS GROWTH VENTURES
STATE FARM INVESTMENT MANAGEMENT CORP.
K1 INVESTMENT MANAGEMENT LLC
WELLS FARGO CLEARING SERVICES, LLC
CLG LLC
CETERA INVESTMENT ADVISERS LLC
MDW CAPITAL MANAGEMENT CORP.
GREENLEAF FINANCIAL GROUP
EDWARD JONES

Investors

YU CHEN
ELISE HATSUE HARADA
BRIAN EMIL BRITT
PHILIPPE ROBERT OERTLE
CHRIS MATTHEW FRANTZ
BRADD ALLEN DONOVAN
Jason M Fung
Anson Li
Charmaine Chow
Tony Liang
Isaac Chan
Mingming Zhang
DONNA WANG
GREGORY ANDREW FALLON
ERICA RUIZ
ROBERT LOUIS SAAK
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
Dominic Waechter
JENNIFER SUE HARTMAN
ROBERT CHIA HONG YEH
LILY LI
Jorge D Torres
Rick A Murga
Alexa Barragan
Nailah Khan
Guadalupe Vu

Within 25 miles of Lynwood, CA, Best Investors lists 1,237 registered investment advisory firms with 3,026 offices nearby, managing about $27.8T in combined regulatory AUM across 3,516,818 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 Lynwood

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

1 CAPITAL RESEARCH AND MANAGEMENT COMPANY 134 clients $3.75T AUM 2 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 3 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 CAPTRUST 963 advisers $1.24T AUM 6 DIMENSIONAL FUND ADVISORS LP 3 clients · 269 advisers $1.02T AUM 7 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 8 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM