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Best financial advisors in Whittier, CA

Registered advisers within 25 miles of Whittier, CA.

Offices
3,065
Firms
1,187
Combined AUM
$26.8T
Firm-wide filings, not assets booked only here
Clients
3.41M
3,410,301 clients when Item 5C has a number
Avg / client
$7.85M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
P&L FAMILY WEALTH
J.P. MORGAN SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC
PFS INVESTMENTS INC.
WELLS FARGO CLEARING SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
MML INVESTORS SERVICES, LLC
CERDA MUNOZ ADVISORS, INC
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC INSTITUTIONS, INC.

Investors

JOSE SANTIAGO CHING
HOWARD KENNETH WESS
JOHNNY BOWCHONG TAN
Craig Pelletier
Ricardo Olvera
RHONDA RENEE CANO
ALMA-ARACELI ALVAREZ
MARIA ELENA RICHARDS
TOM KIM
LAURA PATRICIA ARREVILLAGA
YONG JOON CHO
JORGE DANIEL CHAVEZ
Edward Todd Motley
KEVIN EUGENE GOTTS
Stephanie Marie Gotts
Laura Zaragoza Guerrero
HILBERTO CERDA
WILLIAM FRANK TORRES
AARON OCTAVIO MUNOZ
DAVID ANTHONY BRIANO
RICARDO RODRIGUEZ
Wayne P Sellar
EDGAR ALEXIS JOVEL
BEN TRAN
SOONHEE KIM CHO
MIGUEL A CORRAL
Rafael Macias Robles

Within 25 miles of Whittier, CA, Best Investors lists 1,187 registered investment advisory firms with 3,065 offices nearby, managing about $26.8T in combined regulatory AUM across 3,410,301 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 Whittier

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