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Best financial advisors in Walnut Park, CA

Registered advisers within 25 miles of Walnut Park, CA.

Offices
2,928
Firms
1,214
Combined AUM
$27.7T
Firm-wide filings, not assets booked only here
Clients
3.52M
3,516,084 clients when Item 5C has a number
Avg / client
$7.88M
Combined AUM ÷ clients

Nearby offices

Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CRAWFORD CAPITAL, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
RHEA CAPITAL MANAGEMENT
THE WEALTH COLLECTIVE, LLC
AWM CAPITAL, LLC
OSAIC INSTITUTIONS, INC.
INTEGRITY ADVISERS LLC
WALNUT CAPITAL PARTNERS, LLC
PFS INVESTMENTS INC.
PLANMEMBER SECURITIES CORPORATION
THINK WEALTH ASSET LLC
PRIME OAK CAPITAL
KINETIC INVESTMENT MANAGEMENT, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
POWDER RIVER CAPITAL MANAGEMENT LLC
MASTER STRUCTURED ALTERNATIVE ASSET RELATED STRATEGIES, LLC

Investors

Cristian Ochoa
Brian Huu Vo
Julia Christina Pearl
Shelby Louise MacDonald
John Mortimer Agnew
JUSTIN MICHAEL DYER
AARON DAVID GOLDBERG
Chase Knowlton Dominguez
BRANDON LEE AVERILL
Clayton Thomas Kimball
Mena R Hanna
Ana Maritza Fuentes
MALCOLM GLENN ROANE
DAVID WEI WONG
JESSICA ROSE SECHRIST
DEBRA ANN TRUJILLO
CONSTANTIN DRAGOMIR BRANCOV
Andreas Ispas
JESSIE M VARGAS GUTIERREZ
Alvaro Ramirez Aguayo
MICHAEL ERIC MURRAY
SEAN MO KIM
JAY (NONE) MASTER

Within 25 miles of Walnut Park, CA, Best Investors lists 1,214 registered investment advisory firms with 2,928 offices nearby, managing about $27.7T in combined regulatory AUM across 3,516,084 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 Walnut 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