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Best financial advisors in San Gabriel, CA

Registered advisers within 25 miles of San Gabriel, CA.

Offices
2,726
Firms
1,159
Combined AUM
$27.6T
Firm-wide filings, not assets booked only here
Clients
3.50M
3,504,281 clients when Item 5C has a number
Avg / client
$7.87M
Combined AUM ÷ clients

Nearby offices

Firms

VERUS CAPITAL PARTNERS, LLC
CETERA INVESTMENT ADVISERS LLC
SAGE INVESTMENT GROUP
COROMANDEL CAPITAL
SEILER & ASSOCIATES, LLC
GARABEDIAN WEALTH MANAGEMENT GROUP
GLOBALINK WEALTH MANAGEMENT, LLC
LPL FINANCIAL LLC
IMA ADVISORY SERVICES, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CITIGROUP GLOBAL MARKETS INC.
MCDONNELL FINANCIAL SERVICES
INDEPENDENT FINANCIAL GROUP, LLC
EAGLE STRATEGIES LLC
TREVERI CAPITAL
CLARITY FINANCIAL

Investors

YUEH-HWA LEE
JOHN ROBERT HELLER
KAOSHENG LIN
SCOTT WINFIELD BURCH
MARK STEPHEN SEILER
GREG KRIKOR GARABEDIAN
SUSAN JEN
Xi Lu
Rachel Yue Liao
YING TANG
Hsinyeh Hsieh
MICHAEL HORNG-JYH FANG
XI YAO
MICHAEL J ROSENBERG
BINH THUY TRAN
Hung Chih Chen
Annie Pei-Ying Chen
qiang duan
Chun Gu
Beichen Tang Thakral
Tony Tat Yan Lam
ROMMEL SOMBILLO VALARAO
CUONG TU THUYEN
TOAN V THAI
JEFFREY L MARTINEZ
JARVIS MAXWELL REEVES

Within 25 miles of San Gabriel, CA, Best Investors lists 1,159 registered investment advisory firms with 2,726 offices nearby, managing about $27.6T in combined regulatory AUM across 3,504,281 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 San Gabriel

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