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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

ARCA INVESTMENT MANAGEMENT, LLC
EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J.P. MORGAN SECURITIES LLC
CHARLES SCHWAB & CO., INC.
AB HHELIO ASSOCIATES, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
PFS INVESTMENTS INC.
NEW ECONOMY CAPITAL MANAGEMENT LLC
PARADIGM ASSET MANAGEMENT,INC.
WELLS FARGO CLEARING SERVICES, LLC
NORTH PIER FIDUCIARY MANAGEMENT, LLC
A YEO CAPITAL MANAGEMENT LLC
MATADOR-PALA CAPITAL, LLC
LPL FINANCIAL LLC
RBC CAPITAL MARKETS, LLC

Investors

Zachariah M Klippel
Lynne Georgina Neuman
Andrew Cereghino
Justin Smith
Ramona Ivy
Sharon E Cooper
Mark Allen Gibbs
Andrew S. Nava Jimenez
STEVEN DAVID FRANCO
Daniel J. Bergmann
Alexander Najera
EDDIE LOZANO RIVERA
MARK KROGULSKI
SHELLEY L CHIDLEY
Richard St John Medina
Hisela Chinchay
Stephen K Moore
Nolan Philip Dunn
STEVE MICHAEL NIGOGHOSSIAN
Hanna M Weintraub
Vanessa Anmarie Solis
Gregory D White
Brianna Mackie
MING-LI HO
DUSTIN COBEY HOFLAND
MYRIAM MAURICE PADILLA
ADAN SANTOS
MICHAEL JAMES FEMINO
Ulysses Copag Enario
ERNEST WILLIAM WENNERBERG
TANJEEMA SHAHEEDA ISLAM
CHRISTIAN VINICIO CORADO
FRANK DONALD SZYMANEK
Gregory Dion Metzger
VALERIA JARAMILLO ECHEVERRIA
COLE ALEXANDER MURPHY
JAMES IRA SCHEINBERG
BRANT JACKSON GRIFFIN
CEDRIC BRONILLA
JAMES S MORNER
Rita Jennifer Moreno
Attila T Vari
ROBERT GERALD HENDREN
Craig Charles McKnight
MARC PORTOR DAVIS
BRENT WICK
John William Coon
ISABEL SIGNE IRVINE
Martha A Cannady
BRIDGETTE A NICHOLSON
Scott DAVIS Paul
AARON M VOLEN
Nicholas Ryan Cervi
Rick Lam
Jonathan Wright
SUZANNE KATHRYN CASTRUITA
Jaden James Gallardo
BARRY LYNN STREETER
MARK GREGORY ELLIOTT
CYNTHIA PRESCILLA MORENO
ANDREW JAY BAILEY
DOUGLAS ALAN BAILEY
DENNIS JOSEPH FITZGERALD
JOHNATHON MATTHEW QUINONES

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