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Best financial advisors in View Park, CA

Registered advisers within 25 miles of View Park, CA.

Offices
2,763
Firms
1,183
Combined AUM
$27.4T
Firm-wide filings, not assets booked only here
Clients
3.51M
3,508,367 clients when Item 5C has a number
Avg / client
$7.82M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
MADRID RETIREMENT ADVISORS
SECOND 50 FINANCIAL
HOLT INVESTMENT ADVISORS
EXCELSUS CAPITAL MANAGEMENT
MAIN STREET ADVISORS
PERIGON WEALTH MANAGEMENT, LLC
BEACH POINT CAPITAL MANAGEMENT LP
FULLCYCLE PARTNERS LLC
U.S. BANCORP ADVISORS, LLC
BEACH CITIES WEALTH MANAGEMENT, LLC
PERENNIAL FINANCIAL SERVICES
PROPEL BIO MANAGEMENT, LLC
MATRIX PLANNING INC
GENTER ADVISORS LLC
IFC ADVISORS LLC
GENTER CAPITAL MANAGEMENT
CHAPTER ONE, PAGE ONE LLC

Investors

Yutaka Anegawa
DIEGO HERNAN PARRA-CORTEZ
JERRY R MADRID
KATHLEEN ANN ADAMS
DAVID HUGH SWIFT
KEITH WHITING HOLT
STEPHEN JOHN PRICE-HUGHES
GREGORY FRED WENDT
Soheil Mahdavian
BRETT VAN COTT NIVEN
MICHAEL PAUL WOODS
KENT KATSUO TANAKA
ANTHONY SEO LEE
EVIDIO T MAYEA
STAN D CHOO
BART RICHARD ALBRIGO
GREGORY MORSE
JASON RONALD HORG
Betty Chin
ROBERT DOUGLAS BARBER
Ethan James Smith
CARLOS CALCAGNO LLUCH
EDDIE CHEWKWONG CHAN
ALAN RANIER SIMEON
MICHAEL DEAN FULLER
Neelab Hakami
Amy Wang-yi Johnson
Zachary Douglas Statzer
CAROLE RILEY FORD
ERIN FORD REDMOND
MACKENZIE MORGAN MCCOMBS
NIKOLAUS STEPHEN REDMOND
ROBERT GILLIS FARMER
ERIC RYAN SIMONIANS
BRADLEY BENJAMIN HARRIS
BEN EDWARD LAWLER
JAMES WALLACE DICOCCO
BRANDON BLAKE SCHWARTZ
CHRISTOPHER ANDREW NOWAKOWSKI
DANE CHRISTOPHER STREETER
JOHN BENNETT PETRICK
DENNIS FU-TEH SHU
MARCO MENDOZA
MARC ALLEN ACKERMAN
REX BARTON JONES
FRANCOIS DIRK VILJOEN
ERIC THOMAS ZURBRUGG
CRAIG W THOMAS
MICHAEL MEYLOR
KENNEDY S REARDON
NHAMAN PELPHREY
CHARLES HYNSON WARNER
DAVID WILLIAM PESCHERINE
MeiWah Wong
ELLEN FRED STRAUSS
RAJIV RANDHIR VYAS
ALEXANDER JOSEPH HALL
PAUL MORRIS RYAN
CAMERON WRIGHT LAVEY
GLEN NAM
Steven Payne McNeil
BRIAN LAWRENCE ELLIOTT
TIMOTHY JUDSON DEMSHKI
BRIAN JOHN PYTLEWSKI
Roger Rhodes Wall
DANIEL JOHN GENTER
WILLIAM FRANK KLEPPER
ROBERT JAMES HUNT
BRENDA JEANNE OLEARY
JESUS ARNULFO CEJA

Within 25 miles of View Park, CA, Best Investors lists 1,183 registered investment advisory firms with 2,763 offices nearby, managing about $27.4T in combined regulatory AUM across 3,508,367 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 View Park

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