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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

THE SYNDICATE GROUP, INC.
INSTANTSCALE VENTURES, LLC
DELARME WEALTH MANAGEMENT, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CITIGROUP GLOBAL MARKETS INC.
FINANCIAL STRATEGIES FOR TODAY AND TOMORROW--WEALTH MGMT GROUP
JMB FINANCIAL MANAGERS, INC.
GLOBAL RETIREMENT PARTNERS LLC
CETERA INVESTMENT ADVISERS LLC
U.S. BANCORP ADVISORS, LLC
CHECK CAPITAL MANAGEMENT INC
OSAIC WEALTH, INC.
RAYMOND JAMES & ASSOCIATES, INC.
RBC CAPITAL MARKETS, LLC
INDEPENDENT FINANCIAL GROUP, LLC
PRIMESTOR INVESTMENT MANAGEMENT, LLC
SHARE VENTURES FUND MANAGEMENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

Jeffrey David DeLarme
Kevin Jon Ashworth
Michelle Kathleen Miller
Wei Yue
THOMAS HALE MALONEY
ROBERT HUGH MAULDIN
ZHENXING LAO
ROBERT BREWER LAWRENCE
SEAN C KELLY
JACK MIKE BRKICH
KRISTIN ANN BRKICH
Stephanie Kikawa
Laurel Christine Clark
Brandon Scott Kelly
Damian Siegfried Mossbarger
Marvin Kang
Lawrence Lam
CHRISTOPHER BLAIR BALLARD
JEREMY IAN SALTZBERG
JOHN CONLEY THATCHER
ALAN DREW EBRIGHT
ROBERT PHILLIP HILL
RYAN SCOTT KINNEY
JAMES DOUGLAS WAITE
JONATHAN JAMES MEEKS
STEVEN GLENN CHECK
JAMES QUINN GILMORE
LEE CHRISTIAN BASHFORTH
DERIC JUSTIN WILD
MICHELLE PED
Kaylee A Elsom
CHRISTOPHER PAUL ROSSBERG
MARCELLUS ANDREW MASSARI
DEBORAH DIANE HINES
David L Allen
CAROLYN RUTH CAHILL-ASHER
Jamie Akemi Tam
Ryan Joseph Pulver
LARRY KIRK PRUTCH
NEIL K FUJITA
STEVEN MICHAEL KEESAL
Trang Hong Tran
Leslie Robertshaw
Lauren Yung Phan
FREDERICK OLDSHUE ROBERTSHAW
SHANNON TARA RYAN
CENGIZ NIYAZI VOLKAN
TERESA CARMEN ORTEGA
Alan Edward Goldstein
Edward R. Haus
Natalia Ijavoga Isambi
JONATHAN NELSON SHEFFIELD
ASIYAT KHURANOVA
Veronika Alekyan
NATHAN ALBERT LEE
JUSTIN JONATHAN HOLCHER
MARTA ESCOBAR-RHODES
MICHAEL GREGORY BAGHRAMIAN
KEVIN B OU
JOHN CHOU
RYAN THOMAS AIKENS
HILDA L NOVOA
Julia E Maricich
Suzy X Zeng
Ramon Dominic Morris
Adam Thomas Zahn
BENJAMIN YODOWITZ
HILARY F HUGHES
Julianne Oshinomi
RU BAI
RYAN TETSUO ONISHI
KELLY SUSANA CENTENO
CHRISTOPHER MICHAEL LITTY
Jose L Quintanilla
JASON MARK MURAI
JOHN JEFFREY YOSHIDA
Angie Phan Vo
RYAN TAKASHI NARASAKI
Sharon San Lam
LEA YUKIKO OKAMURA
Logan Masao Yamamoto

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