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Best financial advisors in Philatelic Center, CA

Registered advisers within 25 miles of Philatelic Center, CA.

Offices
2,677
Firms
1,614
Combined AUM
$34.0T
Firm-wide filings, not assets booked only here
Clients
3.75M
3,746,091 clients when Item 5C has a number
Avg / client
$9.08M
Combined AUM ÷ clients

Nearby offices

Firms

ILLUMEN CAPITAL MANAGEMENT, LLC
JUST FUTURES
POWERHOUSE VENTURES
CLAREMONT CREEK VENTURES
LAUNCHPAD CAPITAL MANAGEMENT COMPANY LLC
CASTLE CREEK LAUNCHPAD
CHARLES SCHWAB & CO., INC.
FULL SPECTRUM CAPITAL MANAGEMENT COMPANY, LLC
AK GLOBAL ASSET MANAGEMENT, LLC
FOCUSED FINANCES, LLC
AMERICAN INVESTORS COMPANY
FM CAPITAL GROUP
BETTER VENTURES CENTRAL LLC
ADITUM BIO MANAGEMENT COMPANY, LLC
VERIS WEALTH PARTNERS, LLC
CI GLOBAL INVESTMENTS INC.
BERKELEY PARTNERS MANAGEMENT, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
HERON FINANCE
CETERA INVESTMENT ADVISERS LLC

Investors

Kathryn Elizabeth Clements Gilje
REZA ABCARI
Corinna H Lam
LUKE AARON ANDREASSEN
MICHAEL DOUGLAS INMAN
JOSEPH OLOO JAOKO
JAMES WESLEY BABSON
MARK BRADFORD HERSMAN
JING-YANG GUO
Agustin Vicente Ortiz
Annie Rachel Reese
Brett Oland
Ryan Ari Freed
Xiao Feng Wu
Zachary Klinke
CHRISTINA KAY YORK
Raunak Thomas Joseph
Undralyn Cherae Williams-Reed
Justin William Allen
Andres Rodriguez
BITALS MAHARJAN
ALEJANDRO SOLORZANO SEGURA
Samitha Raj
Steve Stevens
Jeremy Gee
ANTONIO SHUI WAI KWOK
ANTONIO HO-SHING KWAN
PATRICIA LOUISE JENNERJOHN
CHERYL LYNNE CHARNEY
LYDIA ENO IDEM
JANE EDITH SWAN
MICHAEL LENT
ANDREW CENTRE HOLMBERG
WALTON EDWARD BROWN
Percy M McGee
Blake M Welpton
SEAN COOK
Josephine T White
TAYLOR MATTHEW RICHARDSON
ChungYanJoanne Lo
Paul D Low
RYAN JUSTIN AMADOR
BARRY JOSEPH WILLIAMS
Naomi Anna Louise Evans-Jalloh
YVAN Y FUNG
Tina Elizabeth Payton Thomas
Aaron Hudson
Kyle Kubota
MARY JANE L SULLIVAN
Patrick OWEN Oswald
MICHAEL RICHARD OSTER
Xiao-Meng SUN Qi
Timothy J Score
LEWIS BENJIMEN PHILLIPS
GILBERT OROZCO
Trinh D Johnson
JOHN STEWART KELSON
Cole Louis Ricardo
Kenny Heller
MARTHA CELESTE MADRID
Jian Zhang
Michael Samuel Sall
LOIS ANN LEYNSE

Within 25 miles of Philatelic Center, CA, Best Investors lists 1,614 registered investment advisory firms with 2,677 offices nearby, managing about $34.0T in combined regulatory AUM across 3,746,091 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 Philatelic Center

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 BLACKROCK FUND ADVISORS 1 clients · 9 advisers $4.28T AUM 2 T. ROWE PRICE ASSOCIATES, INC. 83 clients · 235 advisers $2.20T 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 CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 39 advisers $1.72T AUM 6 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 7 CAPTRUST 963 advisers $1.24T AUM 8 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM