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Best financial advisors in Santa Fe Springs, CA

Registered advisers within 25 miles of Santa Fe Springs, CA.

Offices
3,349
Firms
1,262
Combined AUM
$31.1T
Firm-wide filings, not assets booked only here
Clients
3.39M
3,385,720 clients when Item 5C has a number
Avg / client
$9.19M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
OSAIC INSTITUTIONS, INC.
CETERA INVESTMENT ADVISERS LLC
J.P. MORGAN SECURITIES LLC
CERDA MUNOZ ADVISORS, INC
CITIGROUP GLOBAL MARKETS INC.
MML INVESTORS SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
AMERIPRISE FINANCIAL SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
PFS INVESTMENTS INC.
GL TRUST, INC.

Investors

SOONHEE KIM CHO
MIGUEL A CORRAL
MAJID TAHERAN
GARY FLOYD SEYBOLD
DOUGLAS MICHAEL ROWAN
CHRISTOPHER JAMES GEORGE
Lori Patricia Sherman
Roy Seto
STEPHEN LAWRENCE MURDOCK
BYRON STANLEY HIRATA
KAREN JEANNE BURNEFF
HERBERT NELSON MESSICK
JOHN JUNGKI KOH
NATALY BRITO
RICARDO RODRIGUEZ
Wayne P Sellar
HILBERTO CERDA
WILLIAM FRANK TORRES
AARON OCTAVIO MUNOZ
ENRIQUE ULLOA
Jorge D Torres
Rick A Murga
Alexa Barragan
Edward Todd Motley
KEVIN EUGENE GOTTS
Stephanie Marie Gotts
HECTOR M AMEZCUA
Laura Zaragoza Guerrero
JORGE DANIEL CHAVEZ
TOM KIM
LAURA PATRICIA ARREVILLAGA
YONG JOON CHO
Ricardo Olvera
RHONDA RENEE CANO
ALMA-ARACELI ALVAREZ
MARIA ELENA RICHARDS
GREGORY L WILSON

Within 25 miles of Santa Fe Springs, CA, Best Investors lists 1,262 registered investment advisory firms with 3,349 offices nearby, managing about $31.1T in combined regulatory AUM across 3,385,720 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 Santa Fe Springs

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 CAPTRUST 963 advisers $1.24T 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