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Best financial advisors in S Pasadena, CA

Registered advisers within 25 miles of S Pasadena, CA.

Offices
2,718
Firms
1,158
Combined AUM
$27.6T
Firm-wide filings, not assets booked only here
Clients
3.50M
3,499,519 clients when Item 5C has a number
Avg / client
$7.88M
Combined AUM ÷ clients

Nearby offices

Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J.P. MORGAN SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC
ALPHA EDISON MANAGEMENT COMPANY, LLC
PFS INVESTMENTS INC.
AMERIPRISE FINANCIAL SERVICES, LLC
EMPIRICAL WEALTH MANAGEMENT
STRATEGIC ADVISERS LLC
WELLS FARGO CLEARING SERVICES, LLC
PACIFIC SUN FINANCIAL CORP
SILVER OAK WEALTH ADVISORS SERVICES, LLC
CONFIDENCE WEALTH MANAGEMENT, INC.
AOF MANAGEMENT LLC
DERDERIAN WEALTH MANAGEMENT, LLC
EAST BEACH ASSET MANAGEMENT, LLC
PARALLAXES CAPITAL
GT INVESTMENT MANAGEMENT, LLC
CROSSCUT VENTURES MANAGEMENT, LLC

Investors

Adam Lee
JAMES M LOFTUS
John M Hernandez
GUSTAVO RODRIGUEZ
JACOB GREGORY SAENZ
YUN BAI
SHELBY CHRISTINA SMITH
RICHARD ALAN BRENDE
JOSEPH BRANDON LAVITT
Jonathan Green
Will Theodore
CHARLES E PYLE
CESAR A CAP
NEDA AFNANI RIYAZATI
DILLON D FONG
Bradford Lee Gold
Robert Edmondson Hearn
RYAN JEREMY FISHER
SHUFAN NMI CAO
ALYSSA LAUREN CREWS
LAURA ROBAYO
SILVIA BORA CHI
Yim Ming Ng
BRIAN WILLIAM GILROY
REM OCULEE
David Christopher Lauritzen
Crystal Oculee
Sergio Barajas Torres
SHAHEN SARKIS DERDERIAN
SEYAVASH NMN SARABI
Cole Kahrilas
JAMES STEVEN TURO

Within 25 miles of S Pasadena, CA, Best Investors lists 1,158 registered investment advisory firms with 2,718 offices nearby, managing about $27.6T in combined regulatory AUM across 3,499,519 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 Pasadena

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 DIMENSIONAL FUND ADVISORS LP 3 clients · 269 advisers $1.02T 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