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Best financial advisors in Monterey Park, CA

Registered advisers within 25 miles of Monterey Park, CA.

Offices
2,960
Firms
1,215
Combined AUM
$27.7T
Firm-wide filings, not assets booked only here
Clients
3.52M
3,516,047 clients when Item 5C has a number
Avg / client
$7.88M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
THE 22 FUND MANAGEMENT, LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
MML INVESTORS SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
OSAIC INSTITUTIONS, INC.
THE WEALTH COLLECTIVE, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC
CITIGROUP GLOBAL MARKETS INC.
WELLS FARGO CLEARING SERVICES, LLC
FIRST FINANCIAL CONSULTING
VOYA FINANCIAL ADVISORS, INC.
FOUNDRY FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

RAKESH Surendra PATEL
KENNETH ALFONSO SANCHEZ
Raffi Nicholas Tutuyan
Katrina Anatolyevna Sable
Devlin Erick Chung
Geoffrey Phillip Smith
DAVID ANTHONY BRIANO
Denise Wang
Mindy Hiu Man Cheng
Richard F. Chun
YIBIN EVAN XU
SHEILA SUI LAI CHAU
HSIANG YU SU
KIAN HOE SOH
John Mortimer Agnew
BRITTANY NICOLE ROMERO
QINGFENG LIN
Sarah Boyd
Maricela Villa Hernandez
SHANNON MARLENE DROBNY
CARLOS MAURICIO OCAMPO
Nazeeh I. Aranki
Nour s Jaber
Javier Rojo
ALFONSO GARCIA
CHAD KEITH GERMANN
CHRISTIAN G WELBORN
Christopher Michael Siraganian
Luis E Salas Ruiz
SCOTT FREDRICK SOMMERS
JOHN KARL GRIESINGER
GREGORY JAY WELBORN
DANIEL JONATHAN BECKWITH
VINCENT JUNIOR ALVAREZ
LA TANYA DENISE HARRIS
Robert John McAlister
Kevin Duane Lum
NICHOLAS BRYAN HIEBERT
Jackson Timothy Steuber
Michelle Nicole Yazawa
JOHN MARK FREDERICH
Christopher James Consolo
Tyler Elder

Within 25 miles of Monterey Park, CA, Best Investors lists 1,215 registered investment advisory firms with 2,960 offices nearby, managing about $27.7T in combined regulatory AUM across 3,516,047 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 Monterey Park

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