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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

VERIFIED CAPITAL
BLUEPRINT INVESTING LLC
BRIDGELANE FINANCIAL
CE FINTECH CORPORATION
CREST WEALTH MANAGEMENT LLC
URBANITE CAPITAL, LLC
SHORESTOWN PARTNERS LLC
ATRIA VENTURES MANAGEMENT, LLC
CREDITEASE URBANITE CAPITAL, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
BAY HILLS CAPITAL MANAGEMENT, LLC
DOGPATCH WEALTH
CALERA CAPITAL ADVISORS, LP
ALBOURNE AMERICA LLC
BRIO FINANCIAL GROUP
010118 MANAGEMENT, L.P.
CHEQUERS FINANCIAL MANAGEMENT LLC
BDUCK CAPITAL
INDUSTRY VENTURES
BAKER STREET ADVISORS, LLC

Investors

ROBERT SUNG-BUM LEE
Maureen But Recker
NATHAN ALLAN ROOZEE
Robert Bilbao
CLARENCE WILLIAM ROW
Jordan Wolf Lautt
Shana J Hudson
Shana Athena Hudson
ALEXANDER AMUNDSON
ADAM JOSEPH GOULD
TATHATA LOHACHITKUL
G STEPHEN KENNEDY
JOHN PAUL SHEARMAN
THOMAS STEPHEN CAWKWELL
ANDREW DONALD MCCULLOCH
KRISTEN HOFFLANDER JONES
BRANDON JAY MILLER
GERALD ANTONIO
MARIANA LLAMAS
MATTHEW RICHARD BECK
GENE BOYD ELLIOTT
Jamie Lee Alpaugh
Yerim Hahm
RACHEL SUNG-HEE SHIN
Vivian Marie Segura
Michael Sinclair Telford
Margaret Mary Callahan
Jonathan Smith Rushton
Nicole Anne Tanenbaum
Jakob Kekaimalu Adams
Rodney Rodriguez La Fleur
PATRICIA ANN DELGRANDE
MEGAN ELISE GORMAN
REED WILLIAM MCCUE
Yukun Wang
Natalie Azmi Masarweh

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