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Best financial advisors in San Marino, CA

Registered advisers within 25 miles of San Marino, CA.

Offices
2,659
Firms
1,146
Combined AUM
$27.5T
Firm-wide filings, not assets booked only here
Clients
3.50M
3,497,670 clients when Item 5C has a number
Avg / client
$7.87M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
J.P. MORGAN SECURITIES LLC
EDWARD JONES
SHERWOOD OAK KNOLL, LLC
MML INVESTORS SERVICES, LLC
INPLAY GLOBAL ADVISORS
GENEOS WEALTH MANAGEMENT, INC.
LPL FINANCIAL LLC
FIRST FINANCIAL CONSULTING
STATE FARM INVESTMENT MANAGEMENT CORP.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
TRANSAMERICA FINANCIAL ADVISORS, LLC
AMERICAN VISION ADVISORS LLC
MISSION STREET WEALTH PLANNING
CITIGROUP GLOBAL MARKETS INC.

Investors

Chinsheng Kevin Lin
WILSON SHENG YANG
Madina Chochaeva Boland
JOANNIE HOA-THANH NGO
Yuki Xiaojun Zeng
MICHAEL KIANG
Randy Wang
Devlin Erick Chung
Geoffrey Phillip Smith
THOMAS KRAUSE MORELAND
SHEILA SUI LAI CHAU
GARY ARNOLD TICKEL
BRIAN JASON MURPHY
JASON ROBERT CAMPBELL
Jingwei Zhang
JUSTIN SHUM
CHUN HIN PUI
Nazeeh I. Aranki
Nour s Jaber
RICHARD WEI HSIEH
CHAD KEITH GERMANN
CHRISTIAN G WELBORN
Christopher Michael Siraganian
Luis E Salas Ruiz
SCOTT FREDRICK SOMMERS
JOHN KARL GRIESINGER
GREGORY JAY WELBORN
DANIEL JONATHAN BECKWITH
SAMUEL DAVID LAMB
Parker Thomas LoCascio
Tony B Kim
LISA QUACH
Jerry Wai
THOMAS H LI
Dujuan Zhou
Brian Yip
MARIA PHAM
CHIA-YING LIN
Patricia Ann Alexander
VICTOR ESCOBEDO
Nathan Afshin
ROBERT FRANK PONDT
RICHARD ROY GOLDBERG
Minh T. Phan
ANNA HUIPING LI
PIERRE BITAR
LARRY B BAMBICO
JONATHAN VAN DIJK
JAMES RO MILLER
RICARDO EIJI HIGUCHI
RABIH MOUFID MSALLEM
WILLIAM LARRY STANDRIDGE
MICHAEL KH JAMAL
EDUARDO HERRERA
GREGORY JOHN HEYMAN
JACOB BENJAMIN PATHE
CHASE CHRIS PAYNE
FEI LI

Within 25 miles of San Marino, CA, Best Investors lists 1,146 registered investment advisory firms with 2,659 offices nearby, managing about $27.5T in combined regulatory AUM across 3,497,670 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 Marino

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