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Best financial advisors in UCLA, CA

Registered advisers within 25 miles of UCLA, CA.

Offices
2,712
Firms
1,199
Combined AUM
$27.7T
Firm-wide filings, not assets booked only here
Clients
3.51M
3,512,240 clients when Item 5C has a number
Avg / client
$7.88M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
DELARME WEALTH MANAGEMENT, INC.
THE SYNDICATE GROUP, INC.
INSTANTSCALE VENTURES, LLC
AMERITAS ADVISORY SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
MALAGA COVE CAPITAL, LLC
APOLLON WEALTH MANAGEMENT, LLC
U.S. BANCORP ADVISORS, LLC
TRANSAMERICA FINANCIAL ADVISORS, LLC
HIGHLAND MB WEALTH LLC
CETERA INVESTMENT ADVISERS LLC
INTEGRATED CAPITAL MANAGEMENT, INC
AMERIPRISE FINANCIAL SERVICES, LLC
CITIGROUP GLOBAL MARKETS INC.
OSAIC INSTITUTIONS, INC.
PFS INVESTMENTS INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

SAMUEL DAVID LAMB
Jeffrey David DeLarme
Kevin Jon Ashworth
Michelle Kathleen Miller
GERALD MILAN KOUZMANOFF
SANDRO JOHN WINKWORTH
ALFRED WALSH
ALFRED CHARLES WALSH
MARK WADE CHOATE
MICHAEL ILDO CHUNG
Brian Alfredo Salguero
Sara Blatt Collins
Aylien Alexani
Ric R Roman
Shkira Singh
Sophia Laohasongkram
GREGORY ANDREW FALLON
RICHARD WEI HSIEH
FRANK SCIOTTO
SEAN TOMPKINS
YANHUA XU
Ana Maritza Fuentes
MALCOLM GLENN ROANE
JOHN JEFFREY LUKOVICH
MARIAH COLETTE SIMMONS
MODESTY KOREAN BRIGGS
Ramiro Ruben Alvarez
JESSIE M VARGAS GUTIERREZ

Within 25 miles of UCLA, CA, Best Investors lists 1,199 registered investment advisory firms with 2,712 offices nearby, managing about $27.7T in combined regulatory AUM across 3,512,240 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 UCLA

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