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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

THIRD SPHERE MANAGEMENT, LLC
CHISOS CAPITAL MANAGEMENT LLC
LPL FINANCIAL LLC
BEACH POINT CAPITAL MANAGEMENT LP
FULLCYCLE PARTNERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
EMPIRICAL WEALTH MANAGEMENT
STATE FARM INVESTMENT MANAGEMENT CORP.
MANTIS CAPITAL MANAGEMENT, LLC
A.G.P. / ALLIANCE GLOBAL PARTNERS
VICTUS CAPITAL WEALTH
ALMITAS CAPITAL LLC
J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
MTECH CAPITAL
HALCYON VENTURES
SERENUS WEALTH ADVISORS, LLC

Investors

ANTHONY GEORGE BLOCH
ROBERT BOAS GREENE
RICHARD ALAN BRENDE
JOSEPH BRANDON LAVITT
Jonathan Green
Will Theodore
CHARLES E PYLE
NATALIYA VALERIYEVNA AVANESOV
MATT WARD
ERIC ALFRED BOEGH
ROBERT HENRY JONES
MARY CATHERINE KUSNIC
Tsehay Asfaw
RYAN BOTSFORD
MELVIN JOVAN PALOMO
Joshua Coello
NITA MUKESH JOSHI
Conor Friedle
LAURA ELIZABETH LEMOINE
REBECCA KATHLEEN SHAW
KARA SUE BOCCELLA
DEVON GALINDO
Katherine L Thorsey

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