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Best financial advisors in Palos Verdes Estates, CA

Registered advisers within 25 miles of Palos Verdes Estates, CA.

Offices
1,950
Firms
942
Combined AUM
$26.6T
Firm-wide filings, not assets booked only here
Clients
3.47M
3,468,036 clients when Item 5C has a number
Avg / client
$7.67M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CETERA INVESTMENT ADVISERS LLC
WELLS FARGO CLEARING SERVICES, LLC
U.S. BANCORP ADVISORS, LLC
PRIVATE ADVISOR GROUP, LLC
EDWARD JONES
KEYMARK FINANCIAL
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
LPL FINANCIAL LLC
RAYMOND JAMES & ASSOCIATES, INC.
RBC CAPITAL MARKETS, LLC
INDEPENDENT FINANCIAL GROUP, LLC
ACQUIRERS FUNDS, LLC
AFZALI INVESTMENTS, LLC
DARRELL CAPITAL MANAGEMENT, LLC

Investors

Michael D. Law
MENA ALBERT SHEHATA
SANDEEP SINGH
Amanda Yin Ching Kimoto
DANIEL A STINE
Saswati Dutta
Behnam Beheshti
NI NI MAR
SAEIDEH MAHINFAR
JOSEPH PETER BACHOP
FLORENCE ANN MUYOT ERAZO
Roger Romero Szendrey
PETER guergues HAROUN
Jonathan Michael Ford
Marco A Vasquez
MARK ANTHONY BOUJIKIAN
MICHELLE NUTTMAN
JOHN ANDRAOS
JOHN BACICH
JOSHUA KONDO
BRANDON DAVID BERNSTEIN
JAMES ROBERTRYAN WHEAT
JEANNIE MARIE MABRY
DAVID MARK CROSS
LEIF M QUINLAN
SAVANNA SAUL
MICHAEL ROY CUNNINGHAM
EDWARD MORIO KAWAHARA
ALAN MICHAEL WOZNIAK
MIKE CHINWOO KIM
SANDRA ELIZABETH MCPEAK
MALINDA STREHLOW DIFLEY
MARK GEORGE SCHLIG
MICHELLE JOY MOLDENHAUER-SMART
DAVID PAUL LINDSTEDT
ERICK SANTIAGO BLOCK
ROBERT RAY GOMEZ
JENNIFFER EDNA ANDREW
EILEEN JINJOO SON
SHARON COLLEEN PHELAN
ALI GHASSAN HAIDAR
KATHLEEN MICHELLE HOGAN
MICHAEL ANTHONY OLMOS
IAN SCOTT MCDONALD
PENNEY ANNE MARIE GAGNE
DARIN SCOTT MILLER
DONNA DM PHELAN
ANTONIO ALFREDO FONTANA
JACOB GUNZO KAWAHARA
CONRAD ANTHONY SUNDQVISTOLMOS
WILLIAM KNEBEL
JOHN HENRY HAMM
GREGORY JOSEPH HETZER
AARON GRADY LAWSON
WILLIAM RUIZ
EMILY PERRY
PHILLIP HENRY SCHAFER
STEVEN NEIL CARLSEN
PAMELA L. DICKSON
SATHYA CHEY PATTERSON
KATHERINE ANN HOLCOMB
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
TOBIAS ERIC CARLISLE
MAZI MALEKAFZALI
STEWART DARRELL

Within 25 miles of Palos Verdes Estates, CA, Best Investors lists 942 registered investment advisory firms with 1,950 offices nearby, managing about $26.6T in combined regulatory AUM across 3,468,036 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 Palos Verdes Estates

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 DIMENSIONAL FUND ADVISORS LP 3 clients · 269 advisers $1.02T AUM 6 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 7 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM