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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

SWITCH VENTURE MANAGEMENT, LLC
SIGFIG WEALTH MANAGEMENT LLC
SKYLARK WEALTH, LLC
AAVCF LLC
ARNOLD CAPITAL MANAGEMENT COMPANY LLC
OPTIMO CAPITAL
BV MGMT, LLC
BSV SPV MANAGEMENT, LLC
J.P. MORGAN SECURITIES LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
ASAGE FINANCIAL LLC
BIG 7 VENTURES MANAGEMENT, LLC
JBV CAPITAL, LLC
KINGSFORD CAPITAL MANAGEMENT, LLC
LIQUID 2 VENTURES, LLC
LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC

Investors

STEVEN VINCENT MATTUS
AARON GUBIN
Michal Skowronski
JUAN FRANCISCO POLANCO
Vincent Pivirotto
SALLY ANN HERSHEY
Ray Wai Man Chan
JOHN GERARD CALLAGY
VEGA SINGLAN HUEN
JOSEPH BATTISTA GUERRA
Mari Eisenman
Andrew D Vasquez
Curtis E Floyd

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