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Best financial advisors in Temple City, CA

Registered advisers within 25 miles of Temple City, CA.

Offices
2,678
Firms
1,110
Combined AUM
$26.4T
Firm-wide filings, not assets booked only here
Clients
3.40M
3,397,970 clients when Item 5C has a number
Avg / client
$7.76M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CETERA INVESTMENT ADVISERS LLC
CITIGROUP GLOBAL MARKETS INC.
RF CAPITAL MANAGEMENT
U.S. BANCORP ADVISORS, LLC
EAGLE STRATEGIES LLC
TREVERI CAPITAL
LPL FINANCIAL LLC
PENSION MAXIMA INVESTMENT ADVISORY, INC.
EQUITABLE ADVISORS, LLC
HSBC SECURITIES (USA) INC.

Investors

WILLIAM TIEN
Mike Lo
YI SHEN
Liang ke Yu
STEPHANIE LEE
BRYANT SHAN TCHAN
Zhen Rong Yu
TAT GARY H TSUI
Anson Kau Cheong
LINXIN CHEN
Crystal Boi Duong
Roger Fan
Denise Wang
Mindy Hiu Man Cheng
Richard F. Chun
YIBIN EVAN XU
Yue Lu
David Inhyuk Lee
TOAN V THAI
Sean Minshan Chang
Steven Li
Qian Qu
Wai Fenny Cheung
JEFFREY L MARTINEZ
MARCOS MONTENEGRO
NICOLE LUO
JOHNNY CHI
VINCENT WEI CHU
MICHELLE MING
Tony Tat Yan Lam
BONNIE YAM
MINGLUN WU
CHEN LING
SHUIWAH STELLA LI
Mark C Chen
Ivy Fai Chan Wang
ERIC LI
Ching Wa Cova Mak
Man Kit Lin
JIANMIN LI
WENDY BRENNAN ZIMMERMAN
STEVE CHING HUANG CHEN
BINH THUY TRAN
Hung Chih Chen

Within 25 miles of Temple City, CA, Best Investors lists 1,110 registered investment advisory firms with 2,678 offices nearby, managing about $26.4T in combined regulatory AUM across 3,397,970 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 Temple City

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 7 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM