Best Investors Account Sign in

Best financial advisors in Beverly Hills, CA

Registered advisers within 25 miles of Beverly Hills, CA.

Offices
2,777
Firms
1,234
Combined AUM
$28.0T
Firm-wide filings, not assets booked only here
Clients
3.72M
3,723,799 clients when Item 5C has a number
Avg / client
$7.53M
Combined AUM ÷ clients

Nearby offices

Firms

AR ASSET MANAGEMENT, INC.
CORE VENTURE CAPITAL
AUDENT GLOBAL ASSET MANAGEMENT, LLC
SMASH VENTURES MANAGEMENT COMPANY LP
FORESITE CAPITAL
YUCAIPA MASTER MANAGER, LLC
A-GRADE MANAGEMENT LLC
CITIGROUP GLOBAL MARKETS INC.
MCT ENTERTAINMENT ADVISORS LLC
LPL FINANCIAL LLC
DEW POINT CAPITAL
UTA VENTURES CAPITAL PARTNERS INVESTMENT MANAGER LLC
J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
APHELION EQUITY LLC
BRACKET CAPITAL
LEVINE LEICHTMAN STRATEGIC CAPITAL, LLC

Investors

ANNIE ANH NGOC KIM
KYLE DAVID PABEN
ANITA MAY ROSENSTEIN
PAUL LOREN FEINSTEIN
ANDREW BOYLE
JONATHAN DANIEL CAPRILLI
Daniel Barrett Hennig
AMIR FARZIN
William John McBride
Payton Thompson
GENARO PADILLA
Michael Josue Ruiz Chacon
Christopher Stephon Smith
HASAN RAZA SHIRAZI
MARK NOBLE MAXSON
Jason Martin Silberman
Maher Tayara
Anh Hong Nguyen
CRYSTAL LYNN LAMAR
SARAH ROSE WOODWARD
ANDREA ROSSATO
MASA SEKULIC
MARIA DE DE LA CADENA
DOUGLAS A SCOTTI
ROBERT BARON
CHRIS M IWAMASA
CARLA RENFIELD-MILLER
JOHN TIJERINO
HUBERT NHAN
JESSICA GONZALEZ Crisci
Ana Rosa Jacquez Rodarte
FREDERICK JOSEPH JOHNSTON
Sefora Angeles
EDA SEOGIN HONG
BRADFORD WAYNE POLLARD
Ray Anthony Joseph
DENISE YI
MATTHEW SULLIVAN
ANN LH TUNG
SEBASTIAN GARCIA CORNEJO
PARSA TALEHAKIMI
Fabian Sierra
KUSH BALDEVRAJ MALHOTRA
ALBINA Catherine HINRICHSEN
SARAH-PENELOPE GRANT
QUINN ALLISON BOORTZ
Chris Yeung
Nicholas Benedetto
Richard Cheng
MIA SABINA TERZIC
Babak Ben Zaringhalam
Ramez Robbie Khzam

Within 25 miles of Beverly Hills, CA, Best Investors lists 1,234 registered investment advisory firms with 2,777 offices nearby, managing about $28.0T in combined regulatory AUM across 3,723,799 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 Beverly Hills

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