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Best financial advisors in Walnut, CA

Registered advisers within 25 miles of Walnut, CA.

Offices
2,135
Firms
672
Combined AUM
$22.2T
Firm-wide filings, not assets booked only here
Clients
3.13M
3,128,256 clients when Item 5C has a number
Avg / client
$7.09M
Combined AUM ÷ clients

Nearby offices

Firms

BROOKSTONE WEALTH ADVISORS, LLC
ALLSTATE FINANCIAL ADVISORS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J.P. MORGAN SECURITIES LLC
WORKLIFE VENTURES MANAGEMENT, LLC
WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
LAGOS WEALTH ADVISORS
VALUETECH PRIVATE ADVISORS
ASHVA CAPITAL MANAGEMENT LLC
LLG WEALTH MANAGEMENT
MML INVESTORS SERVICES, LLC
SYNDICATED CAPITAL, INC.
THE FINANCIAL GROUP
CETERA INVESTMENT ADVISERS LLC
CHARLES SCHWAB & CO., INC.

Investors

Brandon Wang
LEONEL GILBERT SANDOVAL
WENDY LI WEI
SHIYI KEVIN XIA
Diana Tran
Kevin Qin
Hoang Tran
He Fu
KRISTINE LEE
Danny Chen
Brandon Dunn
HO YAN TAM
ALEXANDER JORDAN APODACA
LILY LU
JUSTIN PETER BOREN
MICHAEL WILLIAM LAGOS
SAMUEL ESCOBAR
Nan Cheng
MICHAEL JOSEPH MARTINEZ
ARTHUR MATTHEW CHEN
K PATRICK LEE
FAITH LEE
K PAMELA LEE
FRANK PAUL SCHWEITZER
JOSEPH LLOYD MCADAMS
KURT LEE NEILAN
LISA ANNE SILVA
RANDY WING LOUIE
ENOCH CHUNG
BRIAN L CHAN
ANDRE LEE
RENA Z LI
DAVID JAKL
ROBERT ALAN BROOKS
LANFENG ZHAO
ANDREW B CHOU
MINGXIU HAO
BRIAN KIM
Michael K. Hui
PEGGY SUET-MAN TONG
BENJAMIN SHEN
KAI-YUAN HU
Ellie Wong
Jimmy Hua
JIAJIA SHEN
Melody Chow

Within 25 miles of Walnut, CA, Best Investors lists 672 registered investment advisory firms with 2,135 offices nearby, managing about $22.2T in combined regulatory AUM across 3,128,256 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

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 7 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM