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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

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
MORGAN STANLEY INVESTMENT MANAGEMENT INC.
ALLIANCEBERNSTEIN L.P.
ARETE WEALTH ADVISORS, LLC
HIGHTOWER ADVISORS, LLC
GOBI CAPITAL LLC
OSAIC INSTITUTIONS, INC.
BEVERLY HILLS PRIVATE WEALTH, LLC
MOZAIC, LLC
POWERHOUSE CAPITAL
ELYXIUM WEALTH LLC
PLATINUM EQUITY ADVISORS, LLC
RAYMOND JAMES & ASSOCIATES, INC.
LPL FINANCIAL LLC
EMPYREAN CAPITAL PARTNERS, LP
FRONTIER
SECOND SIGHT VENTURES LLC
SIWA CAPITAL LLC

Investors

DAVID NICHOLSON
JAMES MARK OSTROWSKI
Brian T Leuchtenburg
Charles Ryan Siroky
KINTA MACK SMITH
Tam Phuong Diep
YONGKWAN ALLEN KIM
CHARLES CAESAR CLAVER
Nick Vaziri Nejad
IRA HARRY RAVITZ
Bradley S Hammerman
Andrew Fuller
LISA MADELEINE WESTERMARK
SCOTT MARSHALL SHAGRIN
LYNNE TODD DORSEY
Mark Allan Bogar
YALE I KOFMAN
JEFFREY MATTHEW MORTIMER
TODD NICHOLAS GOLPER
Claire Warren
ALAN MARC SOLTMAN
CONNOR HAYDEN BRUMFIELD
SARA YASMIN QAZI
MATTHEW TAYLOR AYERS
Roxana Montane Marrero
TREVOR BLAKESLEE COLBY
JOSE ARMANDO LANDEROS
DAVID BRET KALLENBERG
Jaron Richard Singletary
DYLAN MORTENSON COLBY
PETER BARRY
MARISSA ANNE DAY
MARK JAY POMERANTZ
DARIAN JASON COHEN
BRUCE HOWARD TREITMAN
WILFREDO WILLIE FIGUEROA
OHAN CHOREKCHYAN
MICHAEL TOBIN BILL
KEVIN SCOTT MONACO
MARK RICHARD TURNER
DAVID SCOTT GARFIN
MATAN JONATHAN STEIN
VIKAS SAMIR CHAUHAN
Soseh Hacopian Nelson

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