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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

LPL FINANCIAL LLC
TRANSAMERICA FINANCIAL ADVISORS, LLC
CETERA INVESTMENT ADVISERS LLC
SEMAPHORE INVESTMENTS
J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
SYZYGY FINANCIAL LLC
SPC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
OPTIMUS ADVISORY GROUP
SUTTER CAPITAL PARTNERS, LLC

Investors

TARA OLIVIERI
Wesley John Rowlands
Howard Hughes Qu
MEILEH COFFEY BURNS
VALERIE LEE BULLOCK
Eric Sean Sirich
RYAN Wang
Randy M Takayama
ANGELICA BETANCOURT
NICHOLAS ALLEN LANCASTER
Jin Kyung-Kim Hymers
CONNIE HSIANG YUAN JENSEN
MAJID TAHERAN
MICHAEL BIENSTOCK
MICHAEL GOMEZ
Feifei Zhang
li ding
RUCHIR MANESH SHAH
FRANK KUO
Jonathan Ho Wang
Timothy Christopher Camas
Carl Cheng
Jack Chen
Xiwen Zhang
KEVIN CHEN
David Kwak
DAVID ERNEST ESCOBAR
JOSHUA ALLEN IVERSEN
ALEXANDER CRUZ
ADRIENNE MARIE ALVAREZ
Michael Paul Guidroz
RAMON VALDEZ
DINGJIAN STEVE LI
PAUL DONALD HEWITT
STEVE KENT RUMSEY
THOMAS WILLIAM FRIEDBERG
DANIEL JOSEPH MCCLORY
ROBERT LEE BULL
DARRYL ROBERT CARTER
LANCE PARSONS DUMAS
RONALD VICTOR BRANDALISE

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