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Best financial advisors in Canoga Park, CA

Registered advisers within 25 miles of Canoga Park, CA.

Offices
2,103
Firms
1,042
Combined AUM
$27.0T
Firm-wide filings, not assets booked only here
Clients
3.72M
3,720,100 clients when Item 5C has a number
Avg / client
$7.27M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
M13 HOLDINGS COMPANY, LLC
M13 VENTURES MANAGEMENT, LLC
ARES CAPITAL MANAGEMENT LLC
ARES MANAGEMENT LLC
ARES CAPITAL MANAGEMENT II LLC
ARES COMMERCIAL REAL ESTATE MANAGEMENT LLC
FBV-MANAGER, LLC
SQUARE NINE CAPITAL, LP
KIDS CAPITAL MANAGEMENT, L.P.
STONEBRIDGE CAPITAL MANAGEMENT INC
HAROLD DAVIDSON & ASSOCIATES, INC
ALIGNE WEALTH ADVISORS INVESTMENT MANAGEMENT (AWAIM)
OMNIQUEST CAPITAL, LLC
K FUND CAPITAL MANAGEMENT, LLC
REMY INVESTORS & CONSULTANTS, LLC
MURAWSKI WEALTH MANAGEMENT
FREQUENCY CAPITAL ADVISORS, LLC
HCR WEALTH ADVISORS

Investors

ANTHONY GEORGE BLOCH
ROBERT BOAS GREENE
MASSIMO MIONI
RICHARD CLARK BARRETT
Gillian Frances Goldman
VICK KHOBOYAN
CRAIG ERIC FARKAS
HAROLD ALAN DAVIDSON
Stephanie Chow
Jacob Randall Weston
IVAN MANUEL ILLAN
Xi Zhang
JONAS BOB LEE
Andrew Porter Dirks
MATTHEW JAMES MURAWSKI
ADEYEMI A WINFUNKE
STEVEN Jeff CAMPEAS

Within 25 miles of Canoga Park, CA, Best Investors lists 1,042 registered investment advisory firms with 2,103 offices nearby, managing about $27.0T in combined regulatory AUM across 3,720,100 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 Canoga Park

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