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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

MORGAN STANLEY
OSAIC INSTITUTIONS, INC.
SOUTHERN CALIFORNIA WEALTH MANAGEMENT ASSOCIATES
PORTAGE CAPITAL MANAGEMENT LLC
EDWARD JONES
EMERSON EQUITY LLC
J.P. MORGAN SECURITIES LLC
GWN SECURITIES INC.
LPL FINANCIAL LLC
AEGIS CAPITAL CORP.
CITIGROUP GLOBAL MARKETS INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
THE SYNDICATE GROUP, INC.
INSTANTSCALE VENTURES, LLC
DELARME WEALTH MANAGEMENT, INC.
AMERITAS ADVISORY SERVICES, LLC
MALAGA COVE CAPITAL, LLC
PACIFIC GROWTH INVESTORS

Investors

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
Helen Hsi-Shan Lin
Matthew R De Montagnac
Terry Tin Sing Tang
VENANSIA EKAWATI TUINEAG
MOHAMMED ALI DHANJI
WADE NORMAN MURPHY
SEAN JOSEPH MURPHY
MARK GARDNER JONGEWAARD
JOSHUA NATHANIEL SANCHEZ
MARK DOUGLAS PANFIL
HIROTO HAYASHI
MICHAEL NADER TAHBAZ
SUZANNE E ZIMMERMAN
Jeffrey David DeLarme
Kevin Jon Ashworth
Michelle Kathleen Miller
GERALD MILAN KOUZMANOFF
ALFRED WALSH
ALFRED CHARLES WALSH
MARK WADE CHOATE
KEVIN FRANCIS CONNORS
STEPHEN FRANCIS CONNORS

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