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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

J.P. MORGAN SECURITIES LLC
FOUNDRY FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
U.S. BANCORP ADVISORS, LLC
PIH INVESTMENTS, LLC
FIDUCIA WEALTH MANAGEMENT
SOVRAN ADVISORS, LLC
LK&A INVESTMENT COUNSEL
ROBERT L. BENDER, INC. DBA ROBERT BENDER & ASSOCIATES
HALL CAPITAL, LLC
SCHNIEDERS CAPITAL MANAGEMENT, LLC.
FIRST WILSHIRE SECURITIES MANAGEMENT, INC.
UBS FINANCIAL SERVICES INC.
DAVIDSON KAHN CAPITAL MANAGEMENT, LLC
OSAIC WEALTH, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
INDEPENDENT FINANCIAL GROUP, LLC

Investors

Marcia I. Herrera
Robert John McAlister
Kevin Duane Lum
NICHOLAS BRYAN HIEBERT
Jackson Timothy Steuber
Michelle Nicole Yazawa
JOHN MARK FREDERICH
Christopher James Consolo
Tyler Elder
Jimmy Chang Kim
Myles R. Luster
ANNA HOVAKIMYAN
Wael S Zorob
JEFFREY WILLIAM PIH
JUAN CARLOS SALAZAR
Daniel Seth Voytko
Claudia Yihsien Lin
TIFFANY M YEE
TONY RAYGOZA
Justin Carl Galietti
Raphy Timour
CHARLIE DEAVER
KATHLEEN ANN STOVEL
PERRY JAMES JOHNSON
JULIE J FOONG
KALEIGH RENEE HOLLANDER
JAYE CLIFFORD OPPEDAHL FERGUSON
EDMUNDO CERECERES ALVARADO
HARRY DAVID ADINATA
MICHAEL CLAY STEWART
NICHOLAS J WELSH
REED GAVIN BENDER
JAMES ROBERT PATRICK
THOMAS RICHARD KOCH
DONALD EDWIN HALL
JAMES FRANCIS SCHNIEDERS
JOHN CARTER SCHNIEDERS
Jason Kalman
HOWARD HAOMING LU
FELIKS ZLOCHISTYY
SCOTT WILLIAM HOOD
WILLIAM ADAM CATON
Ruby Herrera
Jake Ryan Davidson
DREW FREDERICK COHEN
ALEX LANZKOWSKY
ANNA MARIE TURCO
RAKESH Surendra PATEL
KENNETH ALFONSO SANCHEZ
Raffi Nicholas Tutuyan
Katrina Anatolyevna Sable
JULIE SHEN
JOHN JOE ALMAGUER

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