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Best financial advisors in Pacoima, CA

Registered advisers within 25 miles of Pacoima, CA.

Offices
2,337
Firms
1,105
Combined AUM
$27.6T
Firm-wide filings, not assets booked only here
Clients
3.50M
3,502,208 clients when Item 5C has a number
Avg / client
$7.87M
Combined AUM ÷ clients

Nearby offices

Firms

SCHAUER INVESTMENT MANAGEMENT, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
U.S. BANCORP ADVISORS, LLC
HARTFIELD FINANCIAL & INSURANCE SERVICES, INC.
J K R & COMPANY, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
MILLENNIUM INVESTMENT SERVICES
WEISS ALTERNATIVE VENTURES, LLC
PAUL EDWARD FRITCH CPA
SUNSET VENTURE PARTNERS, LLC
EAGLE STRATEGIES LLC
BANKERS LIFE ADVISORY SERVICES, INC.

Investors

Kyle James Schauer
William Christian Fowls
CRAIG SCHAUER
Herlin Meza
LUSINE LUCY GABRIELYAN
Juan Alberto Escobar
Leila Chaparian
Thomas J. Hartfield
RONALD J RUBIN
JOHN FREDERICK PIERACCI
Jay Pernsten Henriksen
JAMES ANDREW ELLIS
FREDERICK JAMES PIERACCI
STEVE DOUGLAS BAKER
Ronald Gary Mann
ANTHONY MICHAEL REED
MICHAEL MOGHTADER
Megan Mendez
Sevada Zadooryan
PAUL EDWARD FRITCH
Arda Kara Thomas
Marisela Contreras
GURCHARAN SINGH SONI
Angel Matos
IOAN GRIGOR
Jamshid Seleh

Within 25 miles of Pacoima, CA, Best Investors lists 1,105 registered investment advisory firms with 2,337 offices nearby, managing about $27.6T in combined regulatory AUM across 3,502,208 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 Pacoima

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