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Best financial advisors in San Pedro, CA

Registered advisers within 25 miles of San Pedro, CA.

Offices
2,497
Firms
1,139
Combined AUM
$30.1T
Firm-wide filings, not assets booked only here
Clients
3.52M
3,520,080 clients when Item 5C has a number
Avg / client
$8.56M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
ALLSTATE FINANCIAL ADVISORS, LLC
ONEAMERICA SECURITIES, INC.
J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
U.S. BANCORP ADVISORS, LLC
OSAIC WEALTH, INC.
PLANMEMBER SECURITIES CORPORATION
WELLS FARGO CLEARING SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC

Investors

JIMMY A RAMIREZ
CARY ELBERT SCHULTZ
PHILIP JOHN CALIFANO
MICHAEL SCOTT NEVINS
DAVE JOE ONDO
CRISTIAN Y AMAYA-MARTINEZ
NINA SANTICH
Wesley G Sullivan
GABRIEL JIMENEZ
Ronald Grimm
Jose Daniel Claudio
PATRICIA ALISON FLEMING
JOSEPH SARKISIAN
Maria Guadalupe Carvajal
James Ryo Nagahiro
GREGORY PHILIP FONG
Michael Richard McCallister
RICHARD THOMAS MCCALLISTER
MICHAEL JOHN PERRY
Arthur Blakey
Luis J. Arzate
Miguel Lazarte
Patrick D Baker
Conrad V Badillo
CHIEHRU CHENG
VICTOR JAMES HAZARD
STEVEN W BARRETT
ERIC LAMAS
James Mathew Vogel
EDWARD YOON

Within 25 miles of San Pedro, CA, Best Investors lists 1,139 registered investment advisory firms with 2,497 offices nearby, managing about $30.1T in combined regulatory AUM across 3,520,080 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 Pedro

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 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