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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

STATE FARM INVESTMENT MANAGEMENT CORP.
INDEPENDENT FINANCIAL GROUP, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
U.S. BANCORP ADVISORS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CSI WEALTH MANAGEMENT
CHARLES SCHWAB & CO., INC.
LPL FINANCIAL LLC
CITIGROUP GLOBAL MARKETS INC.
J.P. MORGAN SECURITIES LLC
KATHMANDU CAPITAL, LLC
BARTLETT, LAWRENCE E
LPL ENTERPRISE, LLC

Investors

Ricardo Rosales
JENNIFER KRISTEN Morris-Montes
GARY WAYNE MORRIS
ROBERTA BAUTISTA ARMIJO
BRADLEY HUDSON SCOTT
Daniel Joseph Wheeler
JAMES ALLEN CHRISTIANSEN
MICHAEL ROBERT NEUMAN
Victor Yip
David Inhyuk Lee
sarah zhu
HOWARD ARTHUR HUCKINS
RICHARD ANTHONY MILLER
Alan H Phan
HENRY WONG
Tiffany Cheng Collins
Irene W Choi
WEI-TEH CHEN
Andy Koko Cheng
JIAJIA SHEN
Kevin Z Cai
Chih Chieh Chang
Selena Chen
Wai Shing Stephen Law
Michael N Chow
BRIAN KIM
Ellie Wong
William J Petro
Ming Wai Connie Kwok
ANNA HUIPING LI
Benjamin C Ashkinos
Joann Lee
JOHNNY WONG
WEI HAN JACK CHANG
Alejandro Medina-Kennedy
JANICE RAE EBBERT
Jean D Koehler
DOUGLAS ARTHUR HEAL
LAWRENCE Eugene BARTLETT
LINDY A BELL
EDDIE RICHARD
Brittany Renee Richard

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