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Best financial advisors in Monrovia, CA

Registered advisers within 25 miles of Monrovia, CA.

Offices
1,883
Firms
725
Combined AUM
$25.3T
Firm-wide filings, not assets booked only here
Clients
3.35M
3,348,508 clients when Item 5C has a number
Avg / client
$7.55M
Combined AUM ÷ clients

Nearby offices

Firms

MURPHY INVESTMENT ADVISORS, INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
LASALLE ST. INVESTMENT ADVISORS, L.L.C.
MORGAN STANLEY
EAGLE STRATEGIES LLC
RBC SECURITIES, INC
RBC ROCHDALE, LLC
ROUND HILL ASSET MANAGEMENT INC
LPR CAPITAL, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
KNIGHTS OF COLUMBUS ASSET ADVISORS LLC
ATHENA INVESTMENT MANAGEMENT
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

DAVID FREDERICK MURPHY
HEATHER FRANCINE BRYANT
NESTOR ANDREW TURCZAN
TED HIDEAKI INAGAKI
HARRY CHANG KIM
ROBERT JOHN FLOE
MARJAN NEYESTANI KHAZRA
PAUL BERTRAND SIROIS
CECIL YAN SEE HO
JONATHAN Y MCLEAN
ERIN PATRICE BROOKS
Audrey Shih-Min Chang
JULIE FORMAN
KAMRAN W. HEDJASI
HRIPSIME SIMA KEOSHGERIAN
LILY CAI
TODD D REYNOLDS
ANNIE SHIU WAN YU
CHRISTINA MARIA SMITH
CHRISTOPHER LELAND LINK
LINA LI AI FONG
CRIS ANTHONY VEGA
JOHN EDWARD FITZGERALD
JENNY LEE
CHRISTINE L YU
JENNIFER MARIE BURTON
LORI DOLAN FRYMARK
David Robert Schmidt
GABRIEL C LYNN
BRYAN KENNETH LONGPRE
ROBERT PO-WEN CHUNG
GAY RASHAUN BENN
Samuel Pun
Marc Rodriguez
Yuqing Guo
BRANDI Y ZIMMERMAN
KELLY R NELSON
Dylan J MacLaren
Bailey R Harrison
Suhang Ji
YUQI ZHANG
Yining Wang
Adalina Gonzalez
SAM JAMES LOPRESTI
JOHN TCHEN
Mamie H Lai
BRIAN DEAN WONG
DIANE KATHERINE DOOLIN
MONIQUE ALICIA MORRIS
HAN MING LIN
HSIN-YUIN S HORNG
ELLY N WONG
TIARA MATIAS GENTRY
MICHAEL H CO
Pearl Huang
NITA PEI-LIN MA
KEVIN A DANNI
VIRGINIA TELLO
JENNY U NGO
JULIE LI NHAN
Wayne Cheng Chou
CARALYNN NOEL STEIN
HOWARD K WEN
SUSIE LU
ANDREA ATANAY
TAMARA KELLY BROWN
DAVID R POGOSYAN
Steven V Winchell
SEAN C YU
Gregory Ssu Hsien Noether
TED HE
BONNIE H HONG
Brian K Hioe
JUBY A WANG
ANNY CHO-FANG SHEN
KEVIN C YU
KATY YUN ZHAO
Maria Fatima Nicole Victoria
KIN FUNG CHAN
TABITHA SUE NOH
JULIE LIU
JENNY SAN JUNG TSAI YUNG
LESLIE T FONG
MOYIN CHOI
DAVIN PAO CHEN
ANDREW SUNGTAE YOON
CHRISTOPHER SAKAMOTO FELTON
JOHN THOMAS POTTER
MARGARET J SHERIDAN
JONATHAN BRATINCEVIC
BRIAN J VOLPEI
Aaron Liu
KE ZHANG
Jacob Thomas Espinoza
MAKENZIE ANN MARIE SMITH
Bonnie Dang
Yiqun Li
Jing Wang
YINETH DANIELA SHUM CHANG
Ivan D Munoz
Armen Hagop Shabanian
Yue Chen
Salvatore Paden Tyler Cipolla
GLADYS LUGO
MAN YING CHEUNG
Kai Kang
Mujen Wu
gloria chen
JENNIFER A WU
YuTung Lin
Terry Tang
Shih-Yi Chen
Qing He
xiaoxiao cui
Yihao He
Hank M Tsai
Victoria Lisa Valle
RICHARD BRATINCEVIC
GEOFFREY SCOTT SHRAGER
CELESTE DIANE DESPRES-SHERES
DAVID JAMES TROGAN
ALBIE BOOTH VOLLERO
DEAN ARTHUR BILLMAN
ROGER SCOTT MCKEE
SALLY KATHLEEN HARTE
KEITH CORWIN MORRIS
LETICIA ZAVALA PERKINS
HOWARD DOAN
MARK SUFFREDINI
JASON DEVON BROWN
ANI B NAHMIAS
CARMEN ASCANIO
Cindy Martinez
PEI-TI CHAO
JASON LEE
WILSON TIEN
EVELYN SHIRLEY CEJA-TINOCO
Mengxin Zhou
WEI CHEN
JOHNNY CHENG YU LIU
Jason C Tang
Ethan E Kim
WILLOW C LAU
Tianyi Xu
SHARON MARIE VANDENBROEK
ALAN BROWNE WHITMAN
SEAN JOSEPH KENNALLY
ARTHUR VINCENT BURKHARD
LISA ANN DAVIS
STEPHEN GEORGE HEKIMIAN
ENRIQUE DIAZ LOMELIN
REBECCA ANNE DICKSON
WILLIAM JAMES BARNEY
Karen Lyn Manuharan
LA DONYA M WILLIAMS
DONG AN
Joyce Louann Feuille
Yipeng Hsu
Daniel L Syrkin
Winnie Cao
CHRISTINE LEE
Yuxuan Wang
Christopher S Walters
Frank Paul Napolitano
ISHKHAN BOGHOSSIAN
Cindy Verduzco
Steven Josh Uy
CHERYL A RIGALI
TAMAR ZEPUR INJEYAN
Guan Xiong Yang
JOANNE ALISON LANDA
Yuliang Cao
WILLIAM JOSEPH ROYEA
TIMOTHY ROBERT STRATZ
JOHN THOMAS DIEHL
Brandon P Castille
JACK EDWARD ANDREWS
LACHLAN HUGH CAMERON
CHANNING TURNER LUSHBOUGH
VICKY HUNG RANGSUEBSIN

Within 25 miles of Monrovia, CA, Best Investors lists 725 registered investment advisory firms with 1,883 offices nearby, managing about $25.3T in combined regulatory AUM across 3,348,508 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 Monrovia

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 7 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM