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Best financial advisors in S El Monte, CA

Registered advisers within 25 miles of S El Monte, CA.

Offices
2,929
Firms
1,185
Combined AUM
$26.5T
Firm-wide filings, not assets booked only here
Clients
3.41M
3,407,485 clients when Item 5C has a number
Avg / client
$7.78M
Combined AUM ÷ clients

Nearby offices

Firms

INFINITY FINANCIAL SERVICES ADVISORY
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
PACKERLAND BROKERAGE SERVICES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
TREVERI CAPITAL
EAGLE STRATEGIES LLC
LPL FINANCIAL LLC
P&L FAMILY WEALTH
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J.P. MORGAN SECURITIES LLC
CITIGROUP GLOBAL MARKETS INC.

Investors

YU CHEN
BEN TRAN
SHU-YUAN LAI
Peter Chow
Yuha Elsa Tse
RYAN SONG WONG
KIMBERLY HUANG SABOL
CONG WANG
MARCUS GUNAWAN
JOSE SANTIAGO CHING
JEFFREY L MARTINEZ
TOAN V THAI
Tony Tat Yan Lam
Craig Pelletier
BINH THUY TRAN
Hung Chih Chen
Lidan Zhang
JOHN ROBERT HELLER
KAOSHENG LIN
DAVID ANTHONY BRIANO
EDGAR ALEXIS JOVEL
GUILLERMO SALAS
DWIGHT DAI LEE
YANHUA XU
ANDY E GUARDADO

Within 25 miles of S El Monte, CA, Best Investors lists 1,185 registered investment advisory firms with 2,929 offices nearby, managing about $26.5T in combined regulatory AUM across 3,407,485 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 S El Monte

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 CAPTRUST 963 advisers $1.24T 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