Best Investors Account Sign in

Best financial advisors in Rowland Heights, CA

Registered advisers within 25 miles of Rowland Heights, CA.

Offices
2,448
Firms
812
Combined AUM
$27.1T
Firm-wide filings, not assets booked only here
Clients
3.13M
3,133,628 clients when Item 5C has a number
Avg / client
$8.65M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
PFS INVESTMENTS INC.
FOUNDATIONS INVESTMENT ADVISORS LLC
INTEGRITY INVESTMENT PORTFOLIOS LLC
INDEPENDENT FINANCIAL GROUP, LLC
U.S. BANCORP ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
J.P. MORGAN SECURITIES LLC
GIBBS WEALTH MANAGEMENT, LLC
TRANSAMERICA FINANCIAL ADVISORS, LLC
VIRTUE CAPITAL MANAGEMENT, LLC
CITIGROUP GLOBAL MARKETS INC.

Investors

SHIHHSIANG CHENG
CESAR MACEDO
KATSUKO YAMABE
MAX MASAAKI YAMAGUCHI
AKIHIKO MOGI
KATHARINE MARIE KANITRA
BRENT RICHARD KANITRA
GEORGE EUGENE WASHINGTON
Somboon Wongvitavas
WITT MCDEE
SHIMON PETER BLUMENFELD
JENNIFER KRISTEN Morris-Montes
GARY WAYNE MORRIS
David Inhyuk Lee
ROBERTA BAUTISTA ARMIJO
BRADLEY HUDSON SCOTT
Daniel Joseph Wheeler
JAMES ALLEN CHRISTIANSEN
Benjamin C Ashkinos
Joann Lee
JOHNNY WONG
WEI HAN JACK CHANG
Alejandro Medina-Kennedy
PAMELA KAY MCKENZIE
KURTIS WESLEY BARNETT
GHASSAN (GUS) NAKHLE NAKHOUL
PATRICIA ANNE WOJNAROWSKI
KRISTINA PONOMAREVA
JANICE RAE EBBERT
Jean D Koehler
DOUGLAS ARTHUR HEAL
MICHELLE MING
Rina Ester Saldana
Ronald Lawrence Rigsby

Within 25 miles of Rowland Heights, CA, Best Investors lists 812 registered investment advisory firms with 2,448 offices nearby, managing about $27.1T in combined regulatory AUM across 3,133,628 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 Rowland Heights

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