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Best financial advisors in Calabasas, CA

Registered advisers within 25 miles of Calabasas, CA.

Offices
1,729
Firms
872
Combined AUM
$22.6T
Firm-wide filings, not assets booked only here
Clients
3.48M
3,484,805 clients when Item 5C has a number
Avg / client
$6.47M
Combined AUM ÷ clients

Nearby offices

Firms

PLANMEMBER SECURITIES CORPORATION
CETERA INVESTMENT ADVISERS LLC
MURAPA INVESTMENTS
EDWARD JONES
SHE WEALTH ADVISORS LLC
THE WEALTH CONSULTING GROUP
AMERIPRISE FINANCIAL SERVICES, LLC
FINANCIAL & TAX ARCHITECTS, LLC
LPL FINANCIAL LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CAPITAL GUARD INVESTMENTS LLC
WELLS FARGO CLEARING SERVICES, LLC
CITIGROUP GLOBAL MARKETS INC.
M83 INVESTMENT GROUP, LLC

Investors

Sam Farhoumand
ANTHONY BABAK MOTAMEDI
Salleh Beitollahi
Michael Austin Jacoby
Gregory Alan Nostrant
Blake S. Douvros
Abraham P. Galvez
JACK BRUCE MURAD
TAURAYI CHRISTOPHER MURAPA
Ani Tchorbajian
Maria Pisa DiMaggio
Vanessa Friedman
GAL SHERMAN
Melissa Oliver Woldanski
Joseph Kyle Kiesel
Nisha Boyle
MICHAEL SCOTT ANTON
ANDREA LEES ROSCHKE
SEAN D BLACKWOOD
RYAN PATRICK MCNICHOLAS
Matthew Ryan Minick
Anthony Patrick Minero
MIA KRISTINA SULAK
JEFFREY DAVID POLLACK
LARRY ELLIS COLTIN
TODD GREGORY BEGUELIN
FARIBA HEKMAT
LAURA CAROLIN TULLY-COX
HASAN NAJMUDDIN
BRADLEY LEWIS NEWMAN
ZACHARY EVAN BREVERMAN
Michael David Price
Olivia Marie Peterson
Cyrus Towliat
THOMAS JAMES IMHOF
RUSSELL ERWIN SUEDE
JAMES LEONARD HAWKINS
Jerome Samuel Aron
Bryce Garret Wallington
Michael A Massarano
ERIC ROBERT HAUPT
SHAHNAZ SARLAK
NICHOLAS MANUEL RODRIGUEZ
DYLAN PETER DEL RE
PAULA CHRISTINE HARDY
Sean Haney
JAMES RO MILLER

Within 25 miles of Calabasas, CA, Best Investors lists 872 registered investment advisory firms with 1,729 offices nearby, managing about $22.6T in combined regulatory AUM across 3,484,805 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 Calabasas

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