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Best financial advisors in North Long Beach, CA

Registered advisers within 25 miles of North Long Beach, CA.

Offices
3,453
Firms
1,424
Combined AUM
$32.2T
Firm-wide filings, not assets booked only here
Clients
3.52M
3,523,771 clients when Item 5C has a number
Avg / client
$9.15M
Combined AUM ÷ clients

Nearby offices

Firms

SOVRAN ADVISORS, LLC
CETERA INVESTMENT ADVISERS LLC
RWA WEALTH PARTNERS
MML INVESTORS SERVICES, LLC
J.P. MORGAN SECURITIES LLC
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
BLACK HILLS CAPITAL, LLC
ANANTIS AI CAPITAL MANAGEMENT, LLC
GOLDEN STATE WEALTH MANAGEMENT, LLC
MARCH CAPITAL
THE HIVE
CLEARSTONE VENTURE PARTNERS
GOTHAM GREEN PARTNERS, LLC
U.S. BANCORP ADVISORS, LLC

Investors

Margery Anne Neis
ANTHONY ALOIS KRICKL
KATHERINE BURKE FLORES
Stephen In Hee Lee
Joseph A Silverman
JEFF JACOB MENNING
BRIAN R YOUNG
MURPHY MEGONIGAL
David M Coen
KIRK SNYDER
Russell Boyce Albright
Patricia Carla Howard
Paul Antony Ross Binks
Benjamin C Ashkinos
Joann Lee
JOHNNY WONG
WEI HAN JACK CHANG
Alejandro Medina-Kennedy
Akhil Pruthi
JANICE RAE EBBERT
Jean D Koehler
DOUGLAS ARTHUR HEAL
JOB ALEXANDER EAGLESON
JAY DUANE CHAMPLAIN
Nicole Marie Campos
William Richard Nolan
Nicole Sahar Slapak

Within 25 miles of North Long Beach, CA, Best Investors lists 1,424 registered investment advisory firms with 3,453 offices nearby, managing about $32.2T in combined regulatory AUM across 3,523,771 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 North Long Beach

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

1 CAPITAL RESEARCH AND MANAGEMENT COMPANY 134 clients $3.75T AUM 2 PACIFIC INVESTMENT MANAGEMENT COMPANY LLC 5 clients $3.67T AUM 3 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 4 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 5 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 6 CAPTRUST 963 advisers $1.24T AUM 7 DIMENSIONAL FUND ADVISORS LP 3 clients · 269 advisers $1.02T AUM 8 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM