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Best financial advisors in Rolling Hills Estates, CA

Registered advisers within 25 miles of Rolling Hills Estates, CA.

Offices
1,946
Firms
936
Combined AUM
$25.6T
Firm-wide filings, not assets booked only here
Clients
3.47M
3,467,852 clients when Item 5C has a number
Avg / client
$7.38M
Combined AUM ÷ clients

Nearby offices

Firms

PFS INVESTMENTS INC.
AMERIPRISE FINANCIAL SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
PACIFIC HAVEN FINANCIAL, LLC
TRANSAMERICA FINANCIAL ADVISORS, LLC
LPL ENTERPRISE, LLC
INTEGRATED WEALTH CONCEPTS LLC
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
PLANMEMBER SECURITIES CORPORATION
OSAIC WEALTH, INC.

Investors

JOHN BOTICA
PATRICE DANIELS
ALEJANDRO CARRILLO
JOHN MICHAEL GREENE
Patrick R Dicorato
MOHAMED PEER RAFEEK
Henry Nielsen
Ryan Naki
IVAN ARZATE
DEBORAH LASHAUN WATSON-TRIGGS
Wesley G Sullivan
GABRIEL JIMENEZ
CHRISTOPHER JOSEPH ANDERSON
Kristin Anne Schroeder Cost
MARC EMRY ANDERSON
JEFFREY SCOTT BUNCH
DIEGO ADRIAN CONEJO
Michael Keith Paul
NICHOLE L DORCH-CANNON
KATHY BRASHER GARDNER
Yehudah Judah
Clarissia Novell Skinner
Akira Ogasawara
Orlino David
Stephanie E Acker
Hector Hernandez
FREDERICK DOUGLAS WILLIAMS
Djeneba Ouattara
CRISTIAN Y AMAYA-MARTINEZ
RANDALL TAKESHI TAKAKI
MARY SHASHA HUANG
WANEE C JEERAPAET
Dierra Lynne Morrow Bean
HIROKO OKUNAGA
KAZUE FUKUDA
KYOKO KAY NARINO
SHINJI TAKESHITA
MICHAEL T GODDARD
Noriko Hamaoka Ikeda
John Kei Minezaki
STEPHEN ANDREW LALLI
LAWRENCE ROCHA

Within 25 miles of Rolling Hills Estates, CA, Best Investors lists 936 registered investment advisory firms with 1,946 offices nearby, managing about $25.6T in combined regulatory AUM across 3,467,852 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 Rolling Hills Estates

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