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Best financial advisors in Manhattan Beach, CA

Registered advisers within 25 miles of Manhattan Beach, CA.

Offices
2,612
Firms
1,162
Combined AUM
$28.8T
Firm-wide filings, not assets booked only here
Clients
3.51M
3,508,954 clients when Item 5C has a number
Avg / client
$8.21M
Combined AUM ÷ clients

Nearby offices

Firms

MOGUL WEALTH MANAGEMENT, INC.
K1 INVESTMENT MANAGEMENT LLC
BACK BEACH PARTNERS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
FAMILY FINANCIAL
MARINER INDEPENDENT
WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
ACIES INVESTMENTS MANAGEMENT, LLC
BEACH CITIES WEALTH MANAGEMENT, LLC
WALLENDER, TIMOTHY JOSEPH
MUTUAL ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
CITIGROUP GLOBAL MARKETS INC.
CURRENT EQUITY PARTNERS, LLC

Investors

Troy I Broyles
PHILLIP ERNEST COOK
CYNTHIA TREDWELL SNYDER
TAMMY ANNE TRENTA
CHARLOTTE ANNE MORGAN
LAUREL BETH MANN
DIMITRI GLAVAS
MAI QUYNH VU
Daniel Timothy Higgins
FARHANG AZIZI
Laura Kay Tompkins
EDWARD MULLINS HAWLEY
BRETT VAN COTT NIVEN
MICHAEL PAUL WOODS
TIMOTHY WALLENDER
DAVID KEITH BATE
ANTHONY J FRATELLO
WILLIAM HAMADA PETTUS
VICTORIA ANN WILK
ARCADIA BERJONNEAU KEANE
Ricky Ackerman
CHRISTIAN RAUL CORDOBA
MAILI RENAE BERGMAN
Jason Louis Solano
STEPHEN DEREK BRAND
Jacob Servin
DANIEL MOBLEY
Dylan King
Asanka De Alwis
Ravy Ly
ANTHONY ST STEPHEN RICHARDSON
FEI LI

Within 25 miles of Manhattan Beach, CA, Best Investors lists 1,162 registered investment advisory firms with 2,612 offices nearby, managing about $28.8T in combined regulatory AUM across 3,508,954 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 Manhattan 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 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