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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

ROTH CAPITAL PARTNERS, LLC
LPL FINANCIAL LLC
FIELD FREEDOM ADVISORS
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STILLMARK MANAGEMENT LLC
AIX ALPHA LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CAPITAL BANK AND TRUST COMPANY
CAPITAL CLIENT GROUP, INC.
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
CETERA INVESTMENT ADVISERS LLC
MAI CAPITAL MANAGEMENT, LLC
WELLS FARGO CLEARING SERVICES, LLC
CALIFORNIA CAPITAL MANAGEMENT
WESTERN GROWERS FINANCIAL SERVICES
PACIFIC LIFE FUND ADVISORS LLC
KBS CAPITAL ADVISORS, LLC
KBS REALTY ADVISORS, LLC

Investors

JOHN JOSEPH WEBER
NAZAN AKDENIZ
KRISTIN DIANE LAMARCHE
Charles Matthew Gilb
David Connor
ROBERTO ENRIQUE PROANO
JEFFREY ALLAN FIELD
Phillip Matthew Faubert
MARIA ISABEL THORNE
KEVIN GREGORY BROULETTE
SEAN MICHAEL TUPY
STEPHEN LEE CARUTHERS
JACOB MARCUS GERBER
MICHAEL C WALKER
Victor Frank Luke
ANAHID DANA LUKE
DREW NICHOLAS BRYANT
DAVID ALEXANDER MORENO
ANDREW DOUGLAS PALMER
PETER CHERNG TSU CHANG
Tania L Gordon
AJEYA KUKREJA
DAVID CHIH HOU
ALEX NMN SHAHIDI
JASON ERIC LEFTON
JONATHAN BLANCHARD FIGLIN
DILLON JAMES CHRISTENSEN
KAREEM AMER HOUT
Michael Allen Hatfield
MICHAEL ROBERT BRIMHALL
NICHOLAS D RAVDEN
JOSEPH ARON WARSAVSKY
SERGIO MICHAEL VILLAVICENCIO
LAWRENCE SCOTT ABRAHAMS
ERIC SCOTT BRIGHT
MONIKA HANSSEN MUGG
JEFFREY SCOTT DORE
Armen George Keheyan
DAMIEN ADAM BISSERIER
MELANIE C JONES
Alexander Ray
Jonathan Clark Boyack
Gary Duane Runnells
Nicholas Andrian
Tyler Justin Jones
Samuel H. Sauter
Elliott James Brack
Molly Ann Ciprari
JUSTIN PATRICK AMREIN
DARELL LEONARD KRASNOFF
FRANK JOSE ORTIZ
GREGORY JOHN ZEDLAR
MATTHEW DAVID LEWIS
Grant Riley Flanagan
SILVIA ALICIA FETTIG
HILLARY RUTH HEYL

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