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Best financial advisors in Burbank, CA

Registered advisers within 25 miles of Burbank, CA.

Offices
2,407
Firms
1,125
Combined AUM
$27.2T
Firm-wide filings, not assets booked only here
Clients
3.50M
3,500,160 clients when Item 5C has a number
Avg / client
$7.77M
Combined AUM ÷ clients

Nearby offices

Firms

PLANMEMBER SECURITIES CORPORATION
PFS INVESTMENTS INC.
NARSAR ASSET MANAGEMENT LLC
CTA WEALTH ADVISORS, INC.
CETERA INVESTMENT ADVISERS LLC
WELLS FARGO CLEARING SERVICES, LLC
U.S. BANCORP ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
LPL FINANCIAL LLC
MARINER WEALTH

Investors

MADY A YEHIA
NICHOLAS JOSEPH KRALL
JULIANNA LORRAINE LOPES
JUDITH ANN LIND
DAVID REED STEININGER
KARDIA ARTISE PINCKNEY
TIMOTHY ALAN HOHN
FERNANDO E BONADA
WILLIAM JOHN WINKELMANN
DANIEL EDWARD DAVIS
IRENE MABEL ANDERSON
ALANA MICHELE AMELA
DAVID WAYNE EARNST
JONATHAN E HOLMAN
JAMES PAUL PALAZZOLO
ELI SANK
PHILIP JAMES IMHOFF
DERRICK ALAN SCHMUCKER
SHAHEN MANSOURIAN
LYNNEL DOREEN BRYSON-DAVIS
MICAL THOMAS PYEATT
CANAAN CLEO KNIGGE
BRUCE LLOYD LAIRD
SANDRA ANN GREEN
JUAN BAUTISTA QUINTERO
JASON KINCAID
DAN CHIRK CHU
CHUNG-ON WANG
WILLARD JOSEPH HANSEN
TREVOR MICHAEL COLE
CAMERON MITCHELL THORNTON
HAROUT JOHN KHATCHOYAN
LUSINE BUDAGYAN
Natasha Alana Miller
David K Lee
DEREK VAN DER WAL
HRACHIA SAHAKYAN
SHAUN ERIC CASTRO ANSUETA
MARTIN JUN-YOUNG LEE
MATTHEW KEVIN FLYNN
Michell Navarro
Landis Richardson
RYAN AUSTIN SPIVAK
TAYLOR JEFFREY MOORE
RICHARD V BERTAIN
PATRICIA DAVILA PRECIADO
Jonathon Hollins
Jeffrey Allan Neumeister
DANIEL MUNIZ

Within 25 miles of Burbank, CA, Best Investors lists 1,125 registered investment advisory firms with 2,407 offices nearby, managing about $27.2T in combined regulatory AUM across 3,500,160 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 Burbank

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