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Best financial advisors in South Pasadena, CA

Registered advisers within 25 miles of South Pasadena, CA.

Offices
2,726
Firms
1,161
Combined AUM
$27.6T
Firm-wide filings, not assets booked only here
Clients
3.50M
3,499,519 clients when Item 5C has a number
Avg / client
$7.88M
Combined AUM ÷ clients

Nearby offices

Firms

CROSS BORDER FINANCIAL PLANNING USA LLC
CLIFFWATER LLC
SEIDLER EQUITY PARTNERS
OSAIC WEALTH, INC.
BROOKSTONE WEALTH ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
OLIVE STREET CAPITAL PARTNERS LLC
GOODSTEIN WEALTH MANAGEMENT LLC
PORTFOLIO DESIGN LABS, LLC
WILLNER & HELLER LLC
WEALTH MANAGEMENT PARTNERS OF LOS ANGELES
FINANCIAL PLANNING FOR GENERATIONS, INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
ARETE WEALTH ADVISORS, LLC
ALLSTATE FINANCIAL ADVISORS, LLC

Investors

Edward James Benjamin Cole
KAREN RHODA CODMAN
DAVID ISTI
Brandon Wang
KANG-NING HWANG
MINA GILL
NOBLE MATTHEW HANSEN
Yevgeniy Yakovlevi Oktyabrskiy
ALAN RANDALL GOODSTEIN
Jason Terrance Thomas
KENNETH LEE WILLNER
Miles Kenneth Rader
MATTHEW DAVID HELLER
Alexander Paul Tuckman
MATTHEW MILLER DAVIS
SABOUR ANDKHOY
EDREES AHMAD ANDKHOY
ANDREW HILARIO CASTANEDA
ERIC SHEFFRON
ANDY MAZMANIAN
EMILY NICOLE BRUDNICKI
VALERIE ALLISON CAMPADONIA
JOHN E. TER-OGANESYAN
BIANKA PENEVA
JAMES MITCHELL HARTJE
ALON HAIM
KEVIN VINCENT WORLD
JOHN KIMBALL BYERS
JESUS IVAN BARBOZA GONZALEZ
MARCIANO CONRADO AMBROSIO ALMEDA
FRANCESCA ANN-RENEE FASSINO
Amy Song
PRENI KESHISHI
JENNIFER L MENESHIAN
JOANNA SEVILLA SHEFFRON
MICKEY ROBERT YABLANS
BEATRIZ AMALIA PONTON
DAVID ALAN BORENSTEIN
RYAN GARRETT ROBINSON
WALTER WAYNE WODTKE
Simon Lui
CHRISTOPHER EDWARD HOFMANN
KYLE JAMES STOUTLAND
PATRICK V CHAN
MARTINA INA TROIANO
DENNIS SAMADE
DMITRIY GINOSYAN
RUZANNA SARGSYAN
JONATHAN MATTHEW PASIMIO
Alex Khoshnam
SEVAN KARAKESISIAN
SCOTT PETER HANSEN
Barry Rappaport
SHAYAN K SAVOJI
EDWIN JONATHAN GONZALEZ
SCOTT ROBERT MICHALEK
AVI J BIALO
Jacob Joseph Meis
LEONEL GILBERT SANDOVAL

Within 25 miles of South Pasadena, CA, Best Investors lists 1,161 registered investment advisory firms with 2,726 offices nearby, managing about $27.6T in combined regulatory AUM across 3,499,519 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 South Pasadena

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