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Best financial advisors in Canyon Cntry, CA

Registered advisers within 25 miles of Canyon Cntry, CA.

Offices
695
Firms
280
Combined AUM
$13.7T
Firm-wide filings, not assets booked only here
Clients
3.08M
3,076,759 clients when Item 5C has a number
Avg / client
$4.47M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
CITIGROUP GLOBAL MARKETS INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
HARTMAN FINANCIAL PLANNING
AMERIPRISE FINANCIAL SERVICES, LLC
U.S. BANCORP ADVISORS, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
BCN FINANCIAL, INC.
VANCE WEALTH
LPL FINANCIAL LLC
FINANCIAL SECURITY SOLUTIONS, CORP.
OSAIC WEALTH, INC.
GLOBAL FINANCIAL ADVISORY SERVICES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
AVINCI WEALTH MANAGEMENT, INC.

Investors

OSCAR NEVAREZ
GARY PENG WEI
FRED ESCOBEDO
BRADLEY J HARTMAN
NAIMUDDIN SYED
Baron Douglas Lee
Adam Paul Wims
BRET WILLIAM WIMS
MICHAEL JAMES PARRINELLO
Zachary Oliver Johnson
JOHN MICHAEL VANCE
JASON PAUL LANE
CHRISTOPHER ROBERT PELCH
TYLER STEVEN TILTON
NIALL BRENNAN SHAFFERY
BRONSON STANLEY FEUER
Lucas Joseph Mendoza
JERROD JAMES FERGUSON
CARRISA FLORES
Anthony Roy James Goring
Sierra Alessandra Cappella
CALVIN DEAN HEDMAN
SHAWN DEON ABRAHAMSE
Susan Rodriguez
MICHELLE MARIE ELLIOT
ELIZABETH NOWLIN
SHELDON COOPER REED
BRUCE KEITH GENDEIN
KAREN ILENE MALKOFF-HATTON
BARTON JAMES BREWER
PETER MARTIN GARELICK
DAVID SCOTT GARELICK
Matthew James Roxbury
MELANIE ANN MEYER
ROBERT CASEY KLEIN
Marc A Henderson
Christopher Janiak
Carlos Ernie Bolanos
LINDAHL LARRY LUCAS

Within 25 miles of Canyon Cntry, CA, Best Investors lists 280 registered investment advisory firms with 695 offices nearby, managing about $13.7T in combined regulatory AUM across 3,076,759 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 Canyon Cntry

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM