Best Investors Account Sign in

Best financial advisors in Rossmoor, CA

Registered advisers within 25 miles of Rossmoor, CA.

Offices
2,809
Firms
1,020
Combined AUM
$27.5T
Firm-wide filings, not assets booked only here
Clients
3.21M
3,210,134 clients when Item 5C has a number
Avg / client
$8.56M
Combined AUM ÷ clients

Nearby offices

Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
ASSET PLANNING, INC
OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
STRATEGIC ADVISERS LLC
MML INVESTORS SERVICES, LLC
LPL FINANCIAL LLC
ALLSTATE FINANCIAL ADVISORS, LLC
MIRAMONTES CAPITAL, LLC
CENTAURUS FINANCIAL, INC.
LIFETIME FINANCIAL, INC.

Investors

Denny Tang
Huyen Jaime
John O'Connor Hassett
Marco Angelo Tolento
Michael Allen Shafer
CAROL SOMOANO
SANDRA CHERYL FIELD
ERIN MARIE NELSEN
Tiarra L Johnson
Melani Rose List
SHAWN MICHAEL LOUIS
MICHAEL D. VEYETTE
ERICA RUIZ
MATTHEW DAVID QUAN
David Marich
KEVIN JOHN BORRELLI
JOHN HANNAH
James Kiet Bui
VISHAL CHANDRA
COURTNEY ROWLEY
JUSTIN CRYAN
BRANDON GATTIS
DAVIN SALUJA
CONNER J. PENDLEY
CHRISTIAN ALEXIS FLORES
BRYNDON BUSH
ADRIANA WAGNER
ARYA HAJARI
FELIPE SAAVEDRA
MAX FERNANDO-LOUIE NUNLEY
JESSE S MELLEMA
JOSEPH MCGRATH
ANTHONY ARNOLD HERNANDEZ
MARK MACLACHLAN
DAVID A. STEINMETZ
PATRICK JAKOWCHIK
CHRISTOPHER G. ELKIN
CORY KLEINSCHMIT
JEFFREY SCOTT HEWITT
KAREN CHANG
JAKE PHILLIP PARSONS
SAIKOU JABBI
MATTHEW BULLETTE
ALDEN LANDIS
CHRISTOPHER ROMOLO CAIRA
MICHAEL JAMES RAY
Matthew Thomas Oelschlager
SCOTT P GEVERTZ
Davis DOMINGO Aldana
JOBEL TAN RENTINO
STEVEN HUBERT WILLIAMS
KIRK GORDON HUNTER
JEFFREY DONOR BARRERA
TAMMI RAE REINDERS
John W. Holmquist
DARREN M CANDIOTTY
CHRISTOPHER HENRY WOO

Within 25 miles of Rossmoor, CA, Best Investors lists 1,020 registered investment advisory firms with 2,809 offices nearby, managing about $27.5T in combined regulatory AUM across 3,210,134 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 Rossmoor

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 CAPITAL RESEARCH AND MANAGEMENT COMPANY 134 clients $3.75T AUM 2 PACIFIC INVESTMENT MANAGEMENT COMPANY LLC 5 clients $3.67T AUM 3 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 4 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 5 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 6 CAPTRUST 963 advisers $1.24T AUM 7 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 8 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM