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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

U.S. BANCORP ADVISORS, LLC
IRONTREE WEALTH MANAGEMENT, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
INFINITY FINANCIAL SERVICES ADVISORY
J.P. MORGAN SECURITIES LLC
CRANE & ASSOCIATES WEALTH MANAGEMENT
CETERA INVESTMENT ADVISERS LLC
OSAIC WEALTH, INC.
LPL ENTERPRISE, LLC
CHARLES SCHWAB & CO., INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
CHOICE FINANCIAL & INSURANCE SERVICES, INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
EQUITABLE ADVISORS, LLC
PINNACLE CAPITAL ADVISORS
LPL FINANCIAL LLC

Investors

Sean David Clark
William Lawrence Faith
Brian Hernandez
Michael Cameron McLean
JONATHAN DAVID BERMAN
DUSTIN COBEY HOFLAND
MYRIAM MAURICE PADILLA
YU CHEN
Ulysses Copag Enario
VI HOUANG
TODD MICHAEL CRANE
LILIANA ESPINOZA SOTO
SCOTT ANDREW SLOAN
DONALD SCOTT CRANE
DONALD BRADFORD CRANE
HEATHER LYN HACKETT
AMBER NICOLE REAMS
LUCAS EVAN HYMAN
MARK KROGULSKI
SHELLEY L CHIDLEY
Richard St John Medina
Hisela Chinchay
Stephen K Moore
Nolan Philip Dunn
STEVE MICHAEL NIGOGHOSSIAN
Hanna M Weintraub
Vanessa Anmarie Solis
Gregory D White
Brianna Mackie
JOHN KENNETH GALEA
BEN TRAN
KATHLEEN ANN STAPLETON
CHRISTY LEE-SCHIRO
BROCK WILSON
PAUL STEPHEN MASONER
BRITTANY MARTINE TAYLOR
JAIME NYSSEN
CIERRA SAVIN
SERINA FOSTER
BELINDA DAWSON
JOSEPH DANE ADDY
MERLIN CHE MICKEN
TYLER BENJAMIN CHERNACK
TIMOTHY RYAN HANNIGAN
BLAKE RYAN RIVERA
ADAM RUTZ
AUGUST ANTHONY DEANGELO
MARK LLOYD CORREA
ASHLEY NOEL CECALA
THOMAS TRAUGER
GEORGE TRIGUEROS
WARREN ROBERT SCHULTEN
TIMOTHY C HEALY
MARK THORNBURG
ALLEN FRANCES SCHREIBER
NICHOLAS BERO
ERIC HOA CHANG
Paul Wu
Hsiao-Chi Chen Wu
LIKE WU
YING GAO
Henry Lau
ALLEN CHEN
Wei Wang
Jeffrey Sun
WILLIAM EUGENE DAVIS
MARK C DZIUBA
GEORGE LY
Julian Armand Garcia
KENNY NGUYEN VUONG

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