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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
INFINITY FINANCIAL SERVICES ADVISORY
FINTENT
PRIVATE MANAGEMENT GROUP INC
AWM CAPITAL, LLC
TSAI WEALTH MANAGEMENT
KELMAR CAPITAL MANAGEMENT, LLC
DERIVE WEALTH
QUBERA WEALTH MANAGEMENT
WEALTH MANAGERS, INC.
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
SAGENT WEALTH MANAGEMENT
CSI WEALTH MANAGEMENT
LPL FINANCIAL LLC
WESTERN ASSET MANAGEMENT COMPANY
AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

Mary Levy
Sophie W
Andrew Pineda
AVI CRANE
ANNELISE KINGYAN LI
LUIS ALBERTO MARTINEZ
Sean Philip Richardson
Ethan Austin Gahm
FRANCISCO JAVIER SANCHEZ
ROGER WALTON FERGUSON
Spencer Everett Seid
Sophia Nicol Barclay
Jack Holden Wise
Robert Ray Peters
Braden Robert Griffiths
Jillian Marie Martinez
Nathan Minho Chong
William Chapman
Daniel Urbano Lemus
Leighton William Helfrick
JACK CHIA-CHEN TSAI
RYAN TAKESHI MIYAMOTO
JUSTIN PAUL DAVIS
Kristy Ann Green
JUAN ANGEL CARDENAS
STACY ANN TREJO
ROBERTO ANDRES GROAG
Heath Andrew Polzer
Jabari Omar Butler
Jasmine Letriese Smalls
FRANCISCO ANTONIO GALAN
ANTHONY PAILUN SHIAO
SUSAN MARGARET CHEVALIER
Jennifer Nicole Overhoff
Robin Rodriguez
Josephine Tran
Simon Lu
WILLIAM FLETCHER DAVIS
Deny Delgadillo
MICHAEL WILFORT CHAVEZ
Scott Franklin McCullah
DANIEL ALFRED BUTTERLY
GRANT ALEXANDER RASMUSSEN
IRIS DATZMAN AILLAUD
MARSHALL GLEN EICHENAUER
RICHARD ANTHONY MILLER
William J Petro
HOWARD ARTHUR HUCKINS
LEISHA EMETTE WILLIS

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