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Best financial advisors in Norwalk, CA

Registered advisers within 25 miles of Norwalk, CA.

Offices
3,606
Firms
1,448
Combined AUM
$31.5T
Firm-wide filings, not assets booked only here
Clients
3.48M
3,481,189 clients when Item 5C has a number
Avg / client
$9.05M
Combined AUM ÷ clients

Nearby offices

Firms

WELLS FARGO CLEARING SERVICES, LLC
J.P. MORGAN SECURITIES LLC
LPL FINANCIAL LLC
NAVITAS CAPITAL MANAGEMENT, LLC
INCEPTIV
AMERIPRISE FINANCIAL SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
TUSKER CAPITAL, LLC
UP&UP CAPITAL, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
INDEPENDENT FINANCIAL GROUP, LLC
EAST BEACH ASSET MANAGEMENT, LLC
PARALLAXES CAPITAL
GT INVESTMENT MANAGEMENT, LLC
TCG CAPITAL MANAGEMENT
EAGLE STRATEGIES LLC
MML INVESTORS SERVICES, LLC

Investors

SAEIDEH MAHINFAR
JOSEPH PETER BACHOP
FLORENCE ANN MUYOT ERAZO
JAYCEE CAMPUZANO
DANIEL JOSE VALDES
JEFFREY ALLEN TAYLOR
RANJIT SINGH HAYHRE
john p choi
Agustin Chavez
ANURAAG SHAH
Sevak Khachatoorian
STEVEN M. MARTINEZ
CYNTHIA MARY COUYOUMJIAN
Kobe Couyoumjian
DOUGLAS SCOTT SHANER
SEYAVASH NMN SARABI
Cole Kahrilas
JAMES STEVEN TURO
Christopher Jesus Alvarez
Michael Esteban Barragan
MAGALY AGUIRRE
XENIA JANETTE SEDANO
DONNA TERUKO SAIKI
STEVEN ANDREW GASPARIAN

Within 25 miles of Norwalk, CA, Best Investors lists 1,448 registered investment advisory firms with 3,606 offices nearby, managing about $31.5T in combined regulatory AUM across 3,481,189 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 Norwalk

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 8 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM