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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

AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
EDWARD JONES
MARINER
KCB MANAGEMENT LLC
AWM CAPITAL, LLC
CITIGROUP GLOBAL MARKETS INC.
BRUMM FINANCIAL SERVICES, LLC
TORREY-PAYNE WEALTH MANAGEMENT
CAPITAL RESEARCH & CONSULTING LLC
ARROYO INVESTMENT GROUP, LLC
TRANSAMERICA FINANCIAL ADVISORS, LLC
COPPELL ADVISORY SOLUTIONS LLC
TREND TRADE PRO, LLC
THREE-SIXTY HEALTH VENTURE PARTNERS, LLC
FELICITAS GLOBAL PARTNERS, LLC

Investors

AMIT RASIK PATEL
Matthew Brunner
PATRICK MILLER DANLY
Madison Grace Anderson
Sabrina Verduzco
Arnetta V. Tolley
Jonathan Mark Lising
Evan T Monroe
Todd Goldsworthy
JOHNNY TEP
DAWN MARIE BOWMAN
GEOFFREY THOMAS WATERS
Sean Philip Richardson
Ethan Austin Gahm
FRANCISCO JAVIER SANCHEZ
ROGER WALTON FERGUSON
Spencer Everett Seid
Sophia Nicol Barclay
Jack Holden Wise
Robert Ray Peters
Braden Robert Griffiths
Jillian Marie Martinez
Nathan Minho Chong
William Chapman
Daniel Urbano Lemus
Leighton William Helfrick
CARLOS MAURICIO OCAMPO
DENIS J BRUMM
Jason Torrey-Payne
HELEN KATHIE LEE
MICHAEL DEAN HANEY
Gabrielle Kristina Stapleton
JOHN PATRICK ODELL
STEVEN KARL GISSINER
Daniel Blackwell Watson
Madeline McGrath Odell
Phillip Gene Wildes
Stephanie Avea Hagan
LISA VERONICA TADDEO
Sara Blatt Collins
Aylien Alexani
Ric R Roman
Shkira Singh
Sophia Laohasongkram
MIGUEL ANGEL HERNANDEZ
May Hongying Miao

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