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Best financial advisors in Bell Canyon, CA

Registered advisers within 25 miles of Bell Canyon, CA.

Offices
1,863
Firms
914
Combined AUM
$22.3T
Firm-wide filings, not assets booked only here
Clients
3.49M
3,485,366 clients when Item 5C has a number
Avg / client
$6.40M
Combined AUM ÷ clients

Nearby offices

Firms

THE WEALTH CONSULTING GROUP
AMERIPRISE FINANCIAL SERVICES, LLC
COUNTERPOINT ASSET MANAGEMENT LLC
NWF ADVISORY SERVICES INC
EDUCATED SOLUTIONS
OPUS PRIVATE WEALTH GROUP, LLC
INDEPENDENT FINANCIAL GROUP, LLC
BROOKSTONE WEALTH ADVISORS, LLC
GOLDEN STATE WEALTH MANAGEMENT, LLC
EP WEALTH ADVISORS
SANCTUARY ADVISORS, LLC
EDWARD JONES
KRAMER INVESTMENT ADVISORS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
ON INVESTMENT MANAGEMENT CO
HORNOR, TOWNSEND & KENT, LLC
PROFIT STRATEGIES, INC.
GUILD INVESTMENT MANAGEMENT, INC.

Investors

ANTHONY JOSEPH TURCOTTE
John Paul Guimaraes
ROY C MOON
ADRIANE VERA LOWE
RICHARD HOWARD KOFF
DANIEL WENDELL KRAUSE
LINDA RAE BRUININGA
RYAN L MORELLI
BRADLEY DAMON CHAPMAN
JAMES DANIEL LANG
Russell Christian Hitchcock
JEANNE STACEY SNOWHITE
ALEXIS NICOLE VASQUEZ
Jonathon Vasquez
ROBERT ALAN MILLS
LINDA ANN ANSCHULTZ
Sherry Anselmo
Abigail Alexandra Shek
Sharon Reynolds Stepenosky
Cynthia Montgomery Georghiou
Gabriella Ressler
SPENCER M MILLER
BRANDON THEODORE ASHER
Hugh Michael Fisher
RONALD ALLEN KRAMER
MAX ALBERT KRAMER
PAULA ALICIA MILLER
ROBERT EUGENE WALKER
RONALD LEE BERTKE
SHARON ANN MARTIN
MONTAGUE NMI GUILD,JR.
ANTHONY RUTHERFORD DANAHER

Within 25 miles of Bell Canyon, CA, Best Investors lists 914 registered investment advisory firms with 1,863 offices nearby, managing about $22.3T in combined regulatory AUM across 3,485,366 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 Bell Canyon

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