Managers in Covina, CA

United States · 68 asset managers within 25 km (5 in Covina itself) · 116 wealth managers, banks and others

managers in the town (circle area)this placePick a circle to see who is there. Where places crowd, the map shows the largest; the lists below have them all.

Nearby: Los Angeles, CA 344 · Irvine, CA 71 · Beverly Hills, CA 55 · Pasadena, CA 52 · West Hollywood, CA 24 · Costa Mesa, CA 11 · Burbank, CA 8 · Culver City, CA 8 · Long Beach, CA 6 · Studio City, CA 5 · Glendale, CA 3 · Santa Ana, CA 3

Asset managers in and around Covina

#	Manager	People here	Assets	Visa salary
1	FRANKLIN RESOURCES INC public funds (AU), hedge funds, private equity, real estate and 6 more · Pasadena Western Asset Management Company, LLC · 29 related pages $509.5bn · visa salary $128,100	about 64main office	$509.5bn	$128,10016 filings
2	PRIMECAP MANAGEMENT CO/CA/ mutual funds · Pasadena $139.3bn	about 22main office	$139.3bn
3	SHUSTER ADVISORY GROUP, LLC institutions · Pasadena $10.3bn	about 11main office	$10.3bn
4	FELICITAS GLOBAL PARTNERS, LLC private equity, venture · Pasadena $804.4m	about 9main office	$804.4m
5	Rayliant Investment Research mutual funds · Walnut RAYLIANT INVESTMENT RESEARCH · 2 related pages $203.5m	about 8main office	$203.5m
6	RICE HALL JAMES & ASSOCIATES, LLC Pasadena $1.7bn	5	$1.7bn
7	ERA FINANCIAL ADVISORS Covina	about 5main office
8	FLAHERTY & CRUMRINE INCORPORATED mutual funds · Pasadena $4.1bn	about 4main office	$4.1bn
9	Dorsey Wright & Associates mutual funds, futures · Pasadena $1.0bn	3	$1.0bn
10	CMR CAPITAL MANAGEMENT, LLC private equity, real estate · Pasadena $275.1m	about 3main office	$275.1m
11	PAN GLOBAL ADVISERS, LLC Pasadena $270.5m	3	$270.5m
12	FULLER INVESTMENT MANAGEMENT COMPANY Pasadena $264.5m	about 3main office	$264.5m
13	PRIME CAPITAL FINANCIAL institutions · Pasadena $39.1bn	2	$39.1bn
14	US INNOVATIVE TECHNOLOGY CAPITAL MANAGEMENT, LLC private equity, venture · Pasadena $7.0bn	2	$7.0bn
15	CAPITAL RESEARCH & CONSULTING LLC institutions · Pasadena $6.0bn	about 2main office	$6.0bn
16	Oakhurst Advisors,LLC real estate · Pasadena $1.2bn	2	$1.2bn
17	Wedbush Fund Advisers, LLC mutual funds · Pasadena $1.1bn	about 2main office	$1.1bn
18	SKYLAR WEALTH MANAGEMENT, LLC Pasadena	about 2main office
19	Cerity Partners LLC hedge funds, private equity, real estate, institutions and 2 more · Pasadena Cerity Partners LLC, CERITY PARTNERS RETIREMENT PLAN CONSULTANTS · 4 related pages $161.7bn	1	$161.7bn
20	Advisory Alpha, LLC Ontario $4.4bn	1	$4.4bn
21	IMA Advisory Services, Inc. institutions · Pasadena $3.9bn	1	$3.9bn
22	WEALTH MANAGEMENT institutions · Brea $3.7bn	1	$3.7bn
23	WHITTIER ADVISORS, LLC mutual funds · Pasadena $1.9bn	1	$1.9bn
24	VILLAGE GLOBAL MANAGEMENT, L.L.C. private equity, venture · Covina $978.7m	about 1main office	$978.7m
25	RETIREMENT WELLNESS GROUP institutions · Pasadena $526.6m	about 1main office	$526.6m
26	TREND TRADE PRO, LLC institutions · Pasadena $298.3m	about 1main office	$298.3m
27	ZACKS INVESTMENT MANAGEMENT hedge funds, wealth · Pasadena ZACKS INVESTMENT MANAGEMENT · 2 related pages $14.6bn	office	$14.6bn
28	MORGAN STANLEY hedge funds, private equity, venture, real estate and 7 more · Pasadena MORGAN STANLEY · 33 related pages $2.0tn	office	$2.0tn
29	BANK OF AMERICA CORP /DE/ hedge funds, private equity, institutions, futures and 3 more · Pasadena MERRILL LYNCH, PIERCE, FENNER & SMITH INC. · 9 related pages $1.8tn	office	$1.8tn
30	Equitable Holdings, Inc. public funds (AU), hedge funds, private equity, venture and 7 more · Pasadena Stifel Independent Advisors, LLC · 11 related pages $763.4bn	office	$763.4bn
31	ROYAL BANK OF CANADA hedge funds, private equity, venture, real estate and 6 more · Pasadena RBC Rochdale, LLC · 23 related pages $590.8bn	office	$590.8bn
32	Nuveen, LLC public funds (AU), hedge funds, private equity, venture and 8 more · Pasadena TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC · 23 related pages $419.2bn	office	$419.2bn
33	HSBC HOLDINGS PLC private equity, real estate, institutions, futures and 3 more · Arcadia HSBC SECURITIES USA INC · 12 related pages $260.2bn	office	$260.2bn
34	Thrivent Financial for Lutherans private equity, mutual funds, futures, wealth · Ontario Thrivent Advisor Network, LLC · 5 related pages $128.7bn	office	$128.7bn
35	FIRST CITIZENS INVESTOR SERVICES, INC. private equity, wealth · Pasadena FIRST CITIZENS INVESTOR SERVICES, INC. · 3 related pages $2.6bn	office	$2.6bn
36	GAMBLE JONES INVESTMENT COUNSEL Pasadena $1.3bn	based here	$1.3bn
37	Moody Aldrich Partners LLC private equity, wealth · San Marino Moody Aldrich Partners LLC · 2 related pages $864.3m	office	$864.3m
38	SCHNIEDERS CAPITAL MANAGEMENT, LLC. Pasadena $761.8m	based here	$761.8m
39	Poplar Forest Capital LLC Pasadena $562.6m	based here	$562.6m
40	WESPAC Advisors SoCal, LLC Pasadena $557.8m	based here	$557.8m
41	LIGHTHOUSE FINANCIAL SERVICES INC /ADV Brea $475.9m	based here	$475.9m
42	VANTAGE WEALTH Pasadena $462.6m	based here	$462.6m
43	STONNINGTON GROUP, LLC Pasadena $384.1m	based here	$384.1m
44	GUINNESS ATKINSON ASSET MANAGEMENT, INC. mutual funds · Pasadena $344.4m	office	$344.4m
45	Sterling Financial Group, Inc. Pasadena $315.5m	based here	$315.5m
46	Foundry Financial LLC Pasadena $296.6m	based here	$296.6m
47	Guinness Atkinson Asset Management Inc Pasadena $223.1m	based here	$223.1m
48	WIMMER ASSOCIATES 1, LLC Pasadena $221.2m	based here	$221.2m
49	LifeSteps Financial, Inc. Claremont $214.5m	based here	$214.5m
50	Bridge Advisory, LLC Pasadena $210.2m	based here	$210.2m

68 families; one row per corporate family, linking to its largest page.

Offices and the people at each come from SEC filings (Form ADV: the main office and up to 25 others); 13F filers that file no Form ADV are placed by the address on their filing. “Asset managers” leaves out firms whose clients are mainly individuals (wealth managers), banks, insurers and companies that only file a 13F; the other filters show them. Places from GeoNames (CC BY 4.0), map outlines from Natural Earth.