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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

BULLBEAR INVESTMENT MANAGEMENT, LLC
PACIFIC GATE CAPITAL MANAGEMENT
POWER FORWARD MANAGEMENT, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RBC CAPITAL MARKETS, LLC
PRIVATE FINANCIAL COUNSELING
INDEPENDENT WEALTH NETWORK, INC.
UNITED CAPITAL FINANCIAL ADVISORS
AM TECH MANAGEMENT, LLC
THINK WEALTH ASSET LLC
BEDROCK FUND MANAGEMENT, LLC
COMPOSITION CAPITAL LP
ELDRIDGE ACRE PARTNERS, LP
ROCKEFELLER FINANCIAL LLC
SCS CAPITAL MANAGEMENT LLC
PATHSTONE
INDEPENDENT FINANCIAL GROUP, LLC

Investors

RONALD T. THEDA
Lynn Ann Boland
KYLE TURNEY HOLCOMB
DANIEL WILSON JOHNSON
KIMBERLY JOHNSON
GRAHAM DYLAN OKELLY
REVA SHAKKOTTAI
EMILY MARIE KERNE
Paul Melendez
Jack E Fitzgerald
John R Prince
GRANT DAVID DEVAUL
ALAN RAY POCHTER
MITCHELL POCHTER
DANIEL ROBERT LEVIN
SCOTT MACGREGOR DENNISTON
MICHAEL DAVID ROSKOPF
STEPHEN EUGENE SCHERER
Joseph Malhas
Timothy Streufert
STEPHEN ALEXANDER GILCHRIST
JAMES LAURENCE REHFELD
MICHAEL-ALEXANDER BENJAMIN UFKES
DANIEL MATTHEW GABLER
GEOFFREY SCOTT PAUL
BRETT HOWARD DULYEA
HOOI LING LIM
STEFAN WILFORD OGLEVEE
KEVIN RONALD KRAMER
CALEB PORTER
VANESSA G. ANDERSON
KAREN YVONNE HENDERSON
CHRISTINE DIANE GEOFFRAY
JASON M. LADNER
MATTHEW DAVID BELFANTI
JANNAH LLEWELLYN DEVINE
BOAZ CHAN
JAMES LAWRENCE MARCHETTI
MATTHEW BIRKETT
HILLARY HEATHER COLLINS
JENNIFER Michi HASHIMOTO
ULKU DOGAN
JENNIFER ANNE SEACRIST
DAK H SPIVEY
YAJAIRA SERRANO
Alan LoVetere
SUE BADGLEY
BRUCE TENENBAUM
Gary G Pollock
MICHAEL P WALLACE
KENNETH EUGENE MILANO
PAUL VLADIMIR URBANEK
ASHLEY CALDERON
BENJAMIN JOSEPH HELVEY
ROBERT JOHN FINK
REGINA ROCHELLE MONROE
HAI-UY TRAN DANG
John E Miller
Patrick J Trucco
CONSTANDINA CARKONEN
LAURA ANN RIDER
NICHOLAS JOHN PAGET
Alpesh R Patel
STEPHEN EDWARD WHITE
CHERYL LYNN YOUNG
LOREEN A WASHBURN
BERNARD A MACHLOVITCH
HANS S MAENTZ
Craig D Pollock
PEDRO JAIME MARTI
NICOLE ANNETTE-PALMITER SCHAFER
Jeffrey Hurst Miller
CYNTHIA GUERRERO
JENNIFER GRAVES
Crystal G Miner
MATTHEW D MENDOZA
XIAO PENG LIU
JANELLE M CROMWELL
ELIZABETH B MCKOWN
DONNY CHU
EVANGELOS TSEMBELIS
FRANK WILLIS
STEFAN MAX OGLEVEE
Nicholas Joseph Peterson
Sandy Tran
Jenny Young Fernandez
JACQUELINE LAVONNE RIGGS
CHRISTOPHER YUNSOON LEE
Max Charles Norton Podlone
ROCIO HERNANDEZ
KYLE PHILIP LAUGHLIN
Ryan James White
Robert Donald Lindell
TERESA CATHERINE BELTRAN
Jennifer Dee Mason
RYAN MATTHEW HOLCOMB
Summer Alexandra Macallister
Max E Severo
Nicholas Felix Eguiazarian
PAMELA Jean LAMICHHANE
Joseph Paul Bloom
Ian White
Emily Anne Bloom
Zachary Thomas Senn
JOHN GEORGE URIOSTEGUI
LANCE ALEXANDER WILLIAMS
DENNIS PAUL BLOOM
ROD YOSHIO NAKAMOTO
Tracy Belinda Rinaldi
ALICIA ROMANIA POWELL
Wayne ROBERT Gelineau
ANDREW DAVID HOROWITZ
ALEXANDER F BARRETT
LISA MARIE KITCHIN
ERIC V FRANZ
LANCE OWEN BURKS
ANIS SALAH
Adrienne Padavich
Johnathon Santopadre
David Joseph Sassen
DYLAN GREGORY ISAACS
FORREST ST JOHN KIM
HAO VINH DONG
MATTHEW WILLIAM WILLIS
XICHAN LIU
Brandon Michael Rose
JUSTIN ROBERT MEDEIROS
NEIL MARTIN
DIANE CHING TYCANGCO
Logan Jon Didier
JOHN FRANCIS MCMAHON
JAMES BARRY MARCHETTI
DAVID ANTHONY MENDOZA
STACY LEE SWAIN
SHIRLEY HELLER QUACKENBUSH
JEAN C GANNON
Suruchi Rastogi
Rocky George Imperial Marania
BRITTANY Rose OLADUNJOYE
ANDY LAM
Sonya Alee Brampton
TONY HAO-YI CHANG
Thomas Alexander Burns
MILES M MASON
ANNETTE Molina Smith
Katherine Julia Latypov
Reagan Passmore
Ronak Gahlawat Patel
Kaili Chen
DAVID CHARLES KAHN
ALYSSA CASSIDY DO
JULIAN ALEXANDER MARTINEZ
SISUNG NOH

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