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Best financial advisors in Canyon, CA

Registered advisers within 25 miles of Canyon, CA.

Offices
2,663
Firms
1,588
Combined AUM
$33.9T
Firm-wide filings, not assets booked only here
Clients
3.74M
3,744,715 clients when Item 5C has a number
Avg / client
$9.04M
Combined AUM ÷ clients

Nearby offices

Firms

RITTMANN CAPITAL MANAGEMENT CO
GENERATIVE FAMILY OFFICE LLC
GASKIN WEALTH MANAGEMENT
J.P. MORGAN SECURITIES LLC
INVESTOR FAN
GARUDA VENTURES MANAGEMENT, LLC
GRANITE CAPITAL
LPL FINANCIAL LLC
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
QUBED CAPITAL, LLC
WINDPROOF PARTNERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
MCM ADVISERS, LP
CHOREO, LLC
MCDONALD CAPITAL INVESTORS INC
WESPAC ADVISORS, LLC

Investors

MATTHEW SURRATT RITTMANN
Kevin K Chung
GREGORY SHAWN GASKIN
Laurence White
SCOTT PHILBRICK BOWHAY
JOSEPH BRIAN FUQUA
JOHN KENNELLY SPEES
CHARLES K TRUONG
Diane Garcia Spiegel
LARRY PHILIP GINSBURG
MAJID SABER
GREGORY PAUL ANDERSON
MINYI NMN CHEN
KRISTEN LYNNE LAW
Joanna Christine Cryan Aiken
Matthew Alfonso Casatico
ROBIN LEOLA PATIN
WILLIAM KIM
GREGORY JOSEPH CHRISTIAN
JOHN COLE WILLIAMS
TIMOTHY K CHAN
THOMAS CHRISTOPHER LAMBERT

Within 25 miles of Canyon, CA, Best Investors lists 1,588 registered investment advisory firms with 2,663 offices nearby, managing about $33.9T in combined regulatory AUM across 3,744,715 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

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 BLACKROCK FUND ADVISORS 1 clients · 9 advisers $4.28T AUM 2 T. ROWE PRICE ASSOCIATES, INC. 83 clients · 235 advisers $2.20T AUM 3 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 4 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 5 CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 39 advisers $1.72T AUM 6 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 7 CAPTRUST 963 advisers $1.24T AUM 8 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM