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Best financial advisors in Rch Palos Vrd, CA

Registered advisers within 25 miles of Rch Palos Vrd, CA.

Offices
1,907
Firms
923
Combined AUM
$25.6T
Firm-wide filings, not assets booked only here
Clients
3.47M
3,467,643 clients when Item 5C has a number
Avg / client
$7.37M
Combined AUM ÷ clients

Nearby offices

Firms

FOUNDATIONS INVESTMENT ADVISORS LLC
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
J.P. MORGAN SECURITIES LLC
ALLSTATE FINANCIAL ADVISORS, LLC
LPL FINANCIAL LLC
CENTAURUS FINANCIAL, INC.
JGL ADVISORY LLC
U.S. BANCORP ADVISORS, LLC
GIBBS WEALTH MANAGEMENT, LLC
TRANSAMERICA FINANCIAL ADVISORS, LLC
VIRTUE CAPITAL MANAGEMENT, LLC
CITIGROUP GLOBAL MARKETS INC.

Investors

GEORGE EUGENE WASHINGTON
Marco Angelo Tolento
Michael Allen Shafer
MATTHEW DAVID QUAN
David Marich
Matthew Thomas Oelschlager
Ismael Castro
JANET GISENIA HERNANDEZ-RAMOS
ROUZBEH POUROUSHASB
John O'Connor Hassett
John W. Holmquist
SCOTT P GEVERTZ
TAMMI RAE REINDERS
Dora L Valles
Rina Ester Saldana
Ronald Lawrence Rigsby
PAMELA KAY MCKENZIE
KURTIS WESLEY BARNETT
GHASSAN (GUS) NAKHLE NAKHOUL
PATRICIA ANNE WOJNAROWSKI
KRISTINA PONOMAREVA
MELBA ABIGAIL RODRIGUEZ
Christopher Fisher
ELMER LACAMAN SARMIENTO
Michael Irving Tan

Within 25 miles of Rch Palos Vrd, CA, Best Investors lists 923 registered investment advisory firms with 1,907 offices nearby, managing about $25.6T in combined regulatory AUM across 3,467,643 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 Rch Palos Vrd

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