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Best financial advisors in Agoura, CA

Registered advisers within 25 miles of Agoura, CA.

Offices
1,703
Firms
866
Combined AUM
$22.2T
Firm-wide filings, not assets booked only here
Clients
3.48M
3,484,749 clients when Item 5C has a number
Avg / client
$6.38M
Combined AUM ÷ clients

Nearby offices

Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
BROMAN & GREIG ASSET MANAGEMENT, LLC
STRAVA FINANCIAL, LLC
DE GROOTE FINANCIAL GROUP, LLC
ATALA FINANCIAL INC
VANDERBILT ADVISORY SERVICES
KENNEDY WEALTH MANAGEMENT, LLC
INDEPENDENT FINANCIAL GROUP, LLC
RAYMOND JAMES & ASSOCIATES, INC.
GREENUP STREET WEALTH MANAGEMENT LLC
KRANE FINANCIAL SOLUTIONS
INTEGRITY FINANCIAL CORPORATION
SIEBERT ADVISORNXT, LLC.
OSAIC WEALTH, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
EXTRACT ADVISORS

Investors

KRISTEN JANEENE HAFNER
DAVID PAUL BROMAN
DAVID LEE BRYANT
DOUGLAS CLARK DE GROOTE
BRUCE JOHN LACEY
William H Lyman
SHAWN SHYAMA PATT
MICHAEL ABDUL SALAM
Brian Kenneth Altounian
TAMMY ROSE TAYLOR
MARK STEVEN KENNEDY
Christopher Kadin Hoshyarsar
JAMES E ALBRECHT
ADAM ZACHARY HAND
AARON GIDEON KIRSCH
Lauren Riley Trumbull
JUSTIN DAVID KRANE
MICHAEL ANTHONY SANCHEZ
KRISTOFER RYAN GRAY
SCOTT ADAM WILSON
Alexander Donald Whitney
GARY JASON GONZALEZ
RITA DIANA SCHWARTZ
MICHAEL CHARLES MARANGOLA
GRANT ANTHONY SEYBOLD
TRENT SCOTT SEYBOLD
JOSEPH CHRISTOPHER MARANGOLA
CHRISTINE KAYDEE HOENIG GARCIA
KYLE JOSEPH WHITTEN
HUONG THOAI TRAN
ADAM SCOT GOLDSTEIN
JONATHAN FRANKLIN ROWSEY
KEVIN ROY WHITTEN
Richard Samuel Bonge
Philip Bristow Thomas
Jordan Marie Nguyen
EDWARD WAYNE CHARTON
Nathan Matthews
Michael David Feistel
Nicholas Desmond
JAMES THOMAS SPACH
CHARISSA ANNE SPACH
HEGHINE KIRAKOSYAN
Taylor Marie Johnson
Andrew Joseph Miller
DANIEL ABANKWAH
Nina Decheva
RYAN MAURITZ LILJEGREN
Christa Lynn Redman
MARK JOSEPH STICKNEY

Within 25 miles of Agoura, CA, Best Investors lists 866 registered investment advisory firms with 1,703 offices nearby, managing about $22.2T in combined regulatory AUM across 3,484,749 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 Agoura

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 DIMENSIONAL FUND ADVISORS LP 3 clients · 269 advisers $1.02T 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