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Best financial advisors in Rancho Palos Verdes, CA

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

Offices
1,922
Firms
932
Combined AUM
$25.6T
Firm-wide filings, not assets booked only here
Clients
3.47M
3,467,666 clients when Item 5C has a number
Avg / client
$7.37M
Combined AUM ÷ clients

Nearby offices

Firms

CITIGROUP GLOBAL MARKETS INC.
GWN SECURITIES INC.
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
SOUTHERN CALIFORNIA WEALTH MANAGEMENT ASSOCIATES
PORTAGE CAPITAL MANAGEMENT LLC
EDWARD JONES
EMERSON EQUITY LLC
ACQUIRERS FUNDS, LLC
AFZALI INVESTMENTS, LLC
DARRELL CAPITAL MANAGEMENT, LLC
MORGAN STANLEY
OSAIC INSTITUTIONS, INC.
RAYMOND JAMES & ASSOCIATES, INC.
RBC CAPITAL MARKETS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
INDEPENDENT FINANCIAL GROUP, LLC
KEYMARK FINANCIAL
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Investors

HIROTO HAYASHI
WADE NORMAN MURPHY
SEAN JOSEPH MURPHY
MARK GARDNER JONGEWAARD
VENANSIA EKAWATI TUINEAG
MOHAMMED ALI DHANJI
Helen Hsi-Shan Lin
Matthew R De Montagnac
Terry Tin Sing Tang
TOBIAS ERIC CARLISLE
MAZI MALEKAFZALI
STEWART DARRELL
EMILIO MEJIA GANCAYCO JR.
NIKESH VIRENDRA KADAKIA
TRACI MIDORI HONDA LAFLOWER
RYAN THOMAS FISHER
BRANDON MINORU HIGA
EVAN JACOB HUNTER
JANET B KIM
KRISTENA MARIE PETTY
IAN JAMES RILEY
ROOBINA YAHYA
ARTHUR LOPES
TODD DAVID LUBIN
ANDREW TROY DAVIS
JAMES DANIEL BULLARD
JONATHAN Nicholas WOO
Alicia M Wong
Jordan R Horner
Brian Christopher Woo
DAVID WIDOR
SHANLEIGH GERAGHTY BIRD
JON PEPPER BERRY
Kurt M Murakami
Edward R. Haus
ARTHUR JOSEPH LUBIN
ROBERT C. CRITELLI
VINCENT WOO
LYLE MASAHARU MURAKAMI
STEVEN RANDALL GERAGHTY
KAY AIKO YAMADA
PHU CUONG PHAN
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
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
STEVEN NEIL CARLSEN
PAMELA L. DICKSON
SATHYA CHEY PATTERSON
KATHERINE ANN HOLCOMB
MARK ANTHONY BOUJIKIAN
MICHELLE NUTTMAN
JOHN ANDRAOS
JOHN BACICH
JOSHUA KONDO

Within 25 miles of Rancho Palos Verdes, CA, Best Investors lists 932 registered investment advisory firms with 1,922 offices nearby, managing about $25.6T in combined regulatory AUM across 3,467,666 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 Rancho Palos Verdes

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