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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

EDWARD JONES
EQUITABLE ADVISORS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J.P. MORGAN SECURITIES LLC
GREENLEAF FINANCIAL GROUP
RHEA CAPITAL MANAGEMENT
TRANSAMERICA FINANCIAL ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
OLIVE STREET CAPITAL PARTNERS LLC
AVANTE CAPITAL PARTNERS LP
MAR VISTA INVESTMENT PARTNERS, LLC
ANGELES EQUITY PARTNERS, LLC
LOS ANGELES CAPITAL MANAGEMENT LLC
BRENTWOOD PRIVATE EQUITY, LLC
WESTWOOD WEALTH MANAGEMENT
BALMORAL MANAGEMENT II L.P.
AMERICAN DISCOVERY INVESTMENT ADVISORS, LLC

Investors

Julio Sandoval
Joel Hirchert
Kenneth Mark Whittenbury
Carol Otters
Jennifer Kim
IVY YEN VAN
Julia Hanh Ngo
Triet M Huynh
Martha V Moran
Khanh Nguyen
Hoang Vinh Nguyen
JENNIFER SUE HARTMAN
Jongyeon Park
James Francis Reyes
DANE Ponce DOTY
ALEN ABRAHIMIAN
MINA GILL
NOBLE MATTHEW HANSEN
JEFFREY BOWDITCH PRESTINE
JOSHUA JOSEPH HONEYCUTT
BRIAN LEE MASSEY
SILAS ALGIA MYERS
TANNER BUTTON
MICHAEL ANDREW PURYEAR
Jeffrey Cosgrove

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