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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

SEPULVEDA MANAGEMENT LLC
AMERICAN REALTY ADVISORS
TCW INVESTMENT MANAGEMENT COMPANY LLC
TCW ASSET MANAGEMENT COMPANY LLC
TCW ASSET BACKED FINANCE MANAGEMENT COMPANY LLC
METROPOLITAN WEST ASSET MANAGEMENT LLC
BLACKLINES FINANCIAL
COUILLARD CAPITAL LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
CALIFORNIA FINANCIAL PARTNERS, INC.
LPL FINANCIAL LLC
CITIGROUP GLOBAL MARKETS INC.
EDWARD JONES
LOMBARD STREET CAPITAL MANAGEMENT GP, LLC
KINETIC INVESTMENT MANAGEMENT, INC.
J.P. MORGAN SECURITIES LLC
CRAWFORD CAPITAL, LLC
WELLS FARGO CLEARING SERVICES, LLC
BROOKSTONE CAPITAL MANAGEMENT LLC

Investors

MARK A VASQUEZ
JOANA RAMIREZ YOUSSEFZADEH
Erin Catherine Noel
Sarah Kaiser
MARK ANTHONY ROMANO
JONATHAN MICHAEL AGRESTI
ANDREW LEO HUMBERD
SHANT THOMASIAN
Jessica Coste
TIFFANY NICOLE TOBIAS
ANNA E KINSELLA
ELIZABETH LYNNE DEVEAU
ROBERT EDWARD MILLER
TRACY LYNN JUSTINIANO
THOMAS YEN-HSI KUO
PETER MARTIN MOORE
DANIEL STEPHEN PACE
JEFFREY TODD KATZ
Ivan Luna
Peyton Suzanne Sventy
ZACHARIAS MILLER
NOAH SAMUEL NORMYLE
Dylan Thai
MARY FRANCES MULCAHY
TIMOTHY SEAN CARLEY
Blake William Bauer
Richard Alexander Guints
LORI ANN GILCHRIST
JAMES BURGESS CONNER
ANA CRISTINA GUTIERREZ
JOHN CHARLES LAZZARO
CRYSTINA S. KAZMIER
JORDAN P REALS
BRENT PAUL ABENDROTH
ALLISON JOAN SALOY
MARK SALVATORE OPPEDISANO
Kelly Jean Longo
JAVIER EDUARDO SANTOS
Renee Lori Cohen
Kelsey Wilson
Zully Ruiz
Eric David Couillard
Khary Cuffe
Scott Cohn
EDWARD JOHN MEHREN
JAMES KENNETH VERZINO
ANDREW JORGAN MANIER
Anthony Dupre
SUNEEL KUMAR GARG
Samuel Goldberg
ROBERT PATRICK GILLARD
HARLEY SCOTT WEDGBURY
MICHAEL DEAN MILAM
MICHAEL L BAIN
MICHAEL CLEMENT FRAZIER
CHRISTIAN HERNANI JOHNSON
SAMUEL MICHAEL ERIC CROUCHER
EDWARD NILSON JOHNSON
DAVID GREGORY BARR
EILEEN SHAHNAZARI
ADOLPH KRISTUNAS
Nicholette LaFrenier
David Alexander Melgar
John Cirilo Juarez
Alexander Derghazian
MARISELA FRAIRE GONZALEZ
NASSIF DOW
SAMUEL ADAMS
Jeremy Michael Forman
AREN HAGOP KORTOSHIAN
MAURO MICHAEL D'AMICO

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