Best Investors Account Sign in

Best financial advisors in Midway City, CA

Registered advisers within 25 miles of Midway City, CA.

Offices
2,203
Firms
737
Combined AUM
$21.1T
Firm-wide filings, not assets booked only here
Clients
3.19M
3,186,825 clients when Item 5C has a number
Avg / client
$6.63M
Combined AUM ÷ clients

Nearby offices

Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
LPL FINANCIAL LLC
CENTAURUS FINANCIAL, INC.
ADVISOR SHARE WEALTH MANAGEMENT, LLC
J.P. MORGAN SECURITIES LLC
GREGORY ADVISORS INC.
EDWARD JONES
TRITONPOINT PARTNERS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
STOCK TRADERS
SOUTHLAND INVESTMENTS

Investors

HAN TRAN
Shelby Thai
KELLY DUONG
UYEN QUANG
MICHAEL WILLIAM JOWDY
KEVIN A. PATTERSON
TUAN TRAN
CHRISTOPHER GENE HABERL
JAMES ERWIN HENDRIES
MICHAEL TIMMY Tran
GINA G NGUYEN
Heidi Frank
Chance Everett Vega
Carlos Alberto Sanchez
STEVEN LEE
Simone Smith
Vincent Jacobs
DANIEL LOUIS CAIRO
DONNY HIROYUKI TAKEMOTO
RICHARD JOHN RUSTIN
CYNTHIA KARINA CAIRO
BRYAN CHRISTOPHER SAVAGE
CRAIG ANTHONY WONG
Richard Kim
Michael R. Jover
Jorge Aguilar
Wendy M. Nguyen
John Youssef
HORMOZ ALIABADI ASLANI
Jonathan Manaloto
SAMUEL FRED WIDA
JEFFREY ALEX JOSLIN
GEORGE ALLAN SPRITZER
ULLI GERHARD NIEMANN

Within 25 miles of Midway City, CA, Best Investors lists 737 registered investment advisory firms with 2,203 offices nearby, managing about $21.1T in combined regulatory AUM across 3,186,825 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 Midway City

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

1 PACIFIC INVESTMENT MANAGEMENT COMPANY LLC 5 clients $3.67T 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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM