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Best financial advisors in University Of Southern Ca, CA

Registered advisers within 25 miles of University Of Southern Ca, CA.

Offices
2,878
Firms
1,201
Combined AUM
$27.5T
Firm-wide filings, not assets booked only here
Clients
3.51M
3,508,678 clients when Item 5C has a number
Avg / client
$7.83M
Combined AUM ÷ clients

Nearby offices

Firms

WELLS FARGO CLEARING SERVICES, LLC
TAMAR SECURITIES, LLC
CHARLES SCHWAB & CO., INC.
OSAIC INSTITUTIONS, INC.
CITIGROUP GLOBAL MARKETS INC.
EDWARD JONES
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
ACCUMULATION STRATEGIES
AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
STRATEGIC ADVISERS LLC

Investors

SHARAN DHIMAN
RONI ARJANGRAVESH
Owen Kim
ANDREW JAMES SCOTT
FRANKLIN MATTHEW PARKS
JAVIER GUZTAVO OROZCO
RICHARD ALLEN MASON
PHILIP MOSTON
DOMINICK SALVATOR SAVO
ERIC JOHN LECOURS
Daniel Shalom Itzhaki
JOHN MICHAEL TOWNSEND
Joseph Craig Estes
Jonathan Ezra
Gorge Eduardo Salcedo
AMIT RAZ STAVINSKY
PAUL RODRIGUEZ
DAVID ABRAHAM SIRIN
MARK ANTHONY BENAVIDES
Robert E Oberlander
Aram Amiryan
DAVID LAWRENCE HESS
RYAN JAMES HALVORSEN
SHAWN PATRICK BEAN
TODD ANDREW BURTON
SCOTT KEVIN COLLINS
Kunpeng Wang
Gregorio Alejandro Marinez
SETH TARIN GRAY
Albert Yousoufian
Rubi Rodriguez-Lopez
BLAZY STEPHANY ALDANA
Allyse Rebekah Cipriotti
Patrick Paul Valle
DANIEL PAUL CHESLER
SEVADA DAVOUDI
ROBERT NIETO
DENNIS JAMES SALEM
J Alexander Mattingly
Stephanie Jane Bartels
CHARLES MITCHELL RICHEY
Ulysses Copag Enario
SERRIA TAWAN REGO
Jacob Joseph Meis
MICHAEL KENNETH WEBER
James Andrew McElroy
MARK KROGULSKI
SHELLEY L CHIDLEY
Richard St John Medina
Hisela Chinchay
Stephen K Moore
Nolan Philip Dunn
STEVE MICHAEL NIGOGHOSSIAN
Hanna M Weintraub
Vanessa Anmarie Solis
Gregory D White
Brianna Mackie
RONNIE ALAN KAHN
JOHN WILLIAM ANGELO
STEPHANIE ELIZABETH MILNER
DAVID STUART KAMHOLTZ
ALEJANDRO GABRIEL LEWIN
FERIAL SHAMSIAN
GWYNDENA WILLIAMS PETRICK
SAN THANH PHAM
Renee Mollinedo-Nelsen
HAYDEN Alan RUTTER
RODGER ALAN RUTTER
TIM J BRITTEN
RYAN MYERS
MYLES MALONE-WRIGHT
GREGORY MATTHEW BERLANT
KEVIN Samuel ARONOV
AMANDA HARAKE
ADAM C. SILVERMAN
SOPHIA SHIRVANIAN
CELESTE DIAZ
DAVID BROWN
RUTH HYMES
RAYMOND ELIASYAN
AARON M HAITIN
MAXINE E MORGAN
MICHAEL GALLAGHER
JEFFREY SELMAN
JOSE RAMIRO FERNANDEZ-RAMIREZ
BRAD COTNER
GARRETH LAUTZ
ANTHONY KHASHO
TRISTAN ANTHONY ANGUIANO
KANG-NING HWANG
STEVE DOUGLAS BAKER

Within 25 miles of University Of Southern Ca, CA, Best Investors lists 1,201 registered investment advisory firms with 2,878 offices nearby, managing about $27.5T in combined regulatory AUM across 3,508,678 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 University Of Southern Ca

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