Best Investors Account Sign in

Best financial advisors in Villa Park, CA

Registered advisers within 25 miles of Villa Park, CA.

Offices
2,206
Firms
723
Combined AUM
$21.0T
Firm-wide filings, not assets booked only here
Clients
3.19M
3,190,642 clients when Item 5C has a number
Avg / client
$6.59M
Combined AUM ÷ clients

Nearby offices

Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
J.P. MORGAN SECURITIES LLC
U.S. BANCORP ADVISORS, LLC
EDWARD JONES
MONEY TRUTH STRATEGIC PLANNING
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC

Investors

MAXIM GORLOV
RAY ALHAGE
MARY JO SIMMONS CHORBAGIAN
Logan Lee Bockhahn
MARCO ANTONIO AGUIRRE ESPINOSA
ROBERT SCOTT BLUEMEL
Nicole Sahar Slapak
Nicole Marie Campos
William Richard Nolan
Akhil Pruthi
Shiqing Deng
David Martin
Ruben Tarkhanyan
LISA ANNE LIGHTHIPE-HINZ
Randolph Joseph Schroeder
Joshua Jogwe
NICOLAS RYAN CULVER
Esteban Muniz
DANIEL SHAWN ROMERO
JASON ANTHONY MARTINEZ
GREGORY SCOTT TOBEY
MELISSA LEANN LEVIN
GREGORY PAUL DAVIS
William Raymond Fetter
EDILIA LEYVA NOA
Jessica Ornelas
SOPHIE ILIESCU
CRAIG JOSEPH ATTANASIO
ALEJANDRO H MORA

Within 25 miles of Villa Park, CA, Best Investors lists 723 registered investment advisory firms with 2,206 offices nearby, managing about $21.0T in combined regulatory AUM across 3,190,642 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 Villa Park

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 PACIFIC INVESTMENT MANAGEMENT COMPANY LLC 5 clients $3.67T 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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM