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Best financial advisors in Westchester, CA

Registered advisers within 25 miles of Westchester, CA.

Offices
2,635
Firms
1,156
Combined AUM
$27.4T
Firm-wide filings, not assets booked only here
Clients
3.51M
3,507,216 clients when Item 5C has a number
Avg / client
$7.80M
Combined AUM ÷ clients

Nearby offices

Firms

SOVRAN ADVISORS, LLC
FLAHERTY & CRUMRINE INCORPORATED
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
COMMONWEALTH FINANCIAL NETWORK
CERITY PARTNERS LLC
SIERRA MADRE PARTNERS LLC
W&S BROKERAGE SERVICES, INC.
KENSINGTON INVESTMENT COUNSEL
LOMBARD STREET CAPITAL MANAGEMENT GP, LLC
EDWARD JONES
INDEPENDENT FINANCIAL PARTNERS
EQUANIMITY FINANCIAL PARTNERS
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

Daniel Seth Voytko
Claudia Yihsien Lin
TIFFANY M YEE
TONY RAYGOZA
Justin Carl Galietti
Raphy Timour
CHARLIE DEAVER
KATHLEEN ANN STOVEL
PERRY JAMES JOHNSON
JULIE J FOONG
KALEIGH RENEE HOLLANDER
JAYE CLIFFORD OPPEDAHL FERGUSON
EDMUNDO CERECERES ALVARADO
HARRY DAVID ADINATA
TIMOTHY ALAN JOHNSON
CHRISTOPHER LEE WILLIS
PHILIP STEWART GLEASON
WHITNEY L VISGER
NICOLE TAYLOR RYAN
COLIN STEPHENSON MACKENZIE
AUSTIN PARK
JEFFREY JAY PORTER
PAUL REYNOLD CYGAL
JAMES STUART OLSON
MATTHEW BRYAN DUPON
THERESA MARY CHRISTINE MAHONEY
SCOTT ELLIOTT MILLER
Arin Hovanesian
LEO PUI HONG WAI
CHARLES COULBOURN HACKERMAN
JUSTINE E. MUNOZ
THOMAS SHELDON JONES
PETER LAWRENCE VIEHL
STEPHEN HYO DONG KIM
Reginald Lamont Venson
Jane E Kwoun
Daniel Jeong
Richard Lee Gilliland
JONATHAN SCOTT WIMBISH
Andrew Jeffrey Schmiess
JOHN ROBERT HELLER
KAOSHENG LIN
Berta Alicia Gordon
Sabrina Verduzco
Arnetta V. Tolley
Jonathan Mark Lising
Evan T Monroe
Todd Goldsworthy
ANUSH HADDADIAN
Amandeep Singh
CHRISTOPHER JUDE HAYDEL
VALI JEAN DEVRIES
Nazeeh I. Aranki
Nour s Jaber

Within 25 miles of Westchester, CA, Best Investors lists 1,156 registered investment advisory firms with 2,635 offices nearby, managing about $27.4T in combined regulatory AUM across 3,507,216 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 Westchester

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