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Best financial advisors in Toluca Ter, CA

Registered advisers within 25 miles of Toluca Ter, CA.

Offices
2,493
Firms
1,142
Combined AUM
$27.3T
Firm-wide filings, not assets booked only here
Clients
3.50M
3,499,690 clients when Item 5C has a number
Avg / client
$7.79M
Combined AUM ÷ clients

Nearby offices

Firms

VICENTE CAPITAL PARTNERS, LLC
LOGICA CAPITAL ADVISERS, LLC
CITIGROUP GLOBAL MARKETS INC.
INDEPENDENT FINANCIAL GROUP, LLC
EDWARD JONES
BEAR NOLAN LLC
AIR VENTURE PARTNERS LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CORBEL CAPITAL PARTNERS
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
PARK AVENUE SECURITIES LLC
STARSHOT CAPITAL, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
EMPIRICAL WEALTH MANAGEMENT
KINGSWOOD CAPITAL MANAGEMENT, L.P.
BLUE ZONE WEALTH ADVISORS, LLC
TERRAMAR CAPITAL ADVISORS, L.P.
LPL FINANCIAL LLC

Investors

WAYNE NMN HIMELSEIN
PATRICK JOSEPH RENTZ
LAURA MARGARET GOODMAN
Viviana Mercedes Ramirez
SISUNG NOH
Sarah Louise Biddle
Jared Nolan
DANE Ponce DOTY
ALEN ABRAHIMIAN
FREDERICK GILES STAHL
Lincoln Rosenblood-Cappe
Michael Phung
Sean Mounce
RICHARD ALAN BRENDE
JOSEPH BRANDON LAVITT
Jonathan Green
Will Theodore
CHARLES E PYLE
Jay Carl Sanders
JUDITH MARIA LU
JOSHUA MARTIN SAILAR
BRYAN JAMES LEE
Anderson Jansen Lafontant
Justin Junho Yoo
Joseph Michael Hastie

Within 25 miles of Toluca Ter, CA, Best Investors lists 1,142 registered investment advisory firms with 2,493 offices nearby, managing about $27.3T in combined regulatory AUM across 3,499,690 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 Toluca Ter

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