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Best financial advisors in West Covina, CA

Registered advisers within 25 miles of West Covina, CA.

Offices
1,827
Firms
552
Combined AUM
$21.1T
Firm-wide filings, not assets booked only here
Clients
3.11M
3,106,409 clients when Item 5C has a number
Avg / client
$6.79M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
OSAIC WEALTH, INC.
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EAGLE STRATEGIES LLC
CALTON & ASSOCIATES, INC.
WELLS FARGO CLEARING SERVICES, LLC
PFS INVESTMENTS INC.
CETERA INVESTMENT ADVISERS LLC

Investors

KHUSHWANT SINGH THANDI
ANDRES HYUNCHUL HAN
Luis Adrian Pascual Curiel
Tyler Wong
TIMOTHY DONALD WONG
Peter D Hang
Toan B Au
Charles Shaw-Jer Hung
Juan Rafael Bermudez
SHERIF S SALIB
SAMUEL GENIE
John Cao
Miguel Rodriguez
Rodzl R. De Los Reyes
Ricardo Rosas
USHA MONIQUE Cervantes
RYAN MOUTON
DAVID LAWRENCE SALGADO
JAVIER EDUARDO LOPEZ
YOUSTINA ISKANDER
RAAFAT RAMZY ISKANDER
MICHAEL NGUYEN
JOANIE T LIU
DAVID ALBERT NEIMAN
KEVIN RYAN PRESTESATER
COLIN RYAN PRESTESATER
Philip Bryan Dumagan Jalad
RICARDO HERNAN MEDINA
GEORGE XAVIER ESCOBAR
PENGXIN FANG
Jason Chau
Kevin Qin
Christopher John Andres

Within 25 miles of West Covina, CA, Best Investors lists 552 registered investment advisory firms with 1,827 offices nearby, managing about $21.1T in combined regulatory AUM across 3,106,409 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 West Covina

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