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Best financial advisors in Rolling Hills, CA

Registered advisers within 25 miles of Rolling Hills, CA.

Offices
1,939
Firms
932
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

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SIERRA MADRE PARTNERS LLC
W&S BROKERAGE SERVICES, INC.
LPL FINANCIAL LLC
GREENLEAF FINANCIAL GROUP
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
BMB ADVISERS LLC
METWEST REALTY ADVISORS, LLC
FREEMAN SPOGLI
CRESCENT CAP ADVISORS, LLC
CRESCENT CAP NT ADVISORS, LLC
CRESCENT CAPITAL BDC, INC.

Investors

DANE Ponce DOTY
ALEN ABRAHIMIAN
STEPHEN HYO DONG KIM
Reginald Lamont Venson
Jane E Kwoun
Daniel Jeong
Richard Lee Gilliland
JENNIFER SUE HARTMAN
NOBLE MATTHEW HANSEN
JEFFREY BOWDITCH PRESTINE
JOSHUA JOSEPH HONEYCUTT
BRIAN LEE MASSEY
SILAS ALGIA MYERS
TANNER BUTTON
MICHAEL ANDREW PURYEAR
Jeffrey Cosgrove
WILLIAM CHARLES BRODER
DEBRA JOAN BONSEIGNEUR
STEPHEN MICHALSKI

Within 25 miles of Rolling Hills, CA, Best Investors lists 932 registered investment advisory firms with 1,939 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 Rolling Hills

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