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Best financial advisors in Castaic, CA

Registered advisers within 25 miles of Castaic, CA.

Offices
478
Firms
187
Combined AUM
$12.8T
Firm-wide filings, not assets booked only here
Clients
2.97M
2,972,564 clients when Item 5C has a number
Avg / client
$4.29M
Combined AUM ÷ clients

Nearby offices

Firms

COPPELL ADVISORY SOLUTIONS LLC
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
ENCOMPASS MORE ASSET MANAGEMENT LLC
EDWARD JONES
PFS INVESTMENTS INC.
SOCAL PLANNERS, INC
EAGLE WEALTH MANAGEMENT GROUP INC.
ADVUS FINANCIAL PARTNERS, LLC
CETERA INVESTMENT ADVISERS LLC
OSAIC WEALTH, INC.
PROSPERITAS FINANCIAL, LLC

Investors

DANIEL WALTER DONIHUE
Kathryn Dunn Lynch
LAWRENCE EWING STEVENSON
Jimmy Maldonado
Leticia Castillo Meza-Guerrero
PHILLIP LAU
CHARLES J HAHN
ISMAEL MARTINEZ NAVARRO
Jonathon Hollins
MITCHELL MARK PERARA
DEREK ANGELO BUTLER
RYAN JUSTIN MCKELL
ENRIQUE ALEJANDRO BORJA
WANCHIRA DISYABOOT
Heather Christine D'Angelo
Samuel P Andress
SUZANNE BECKLER TWEDDELL
JONELLE ALTHEA GONSALVES
DERRICK DYRONE KIMBROUGH
CHRISTOPHER DARIN MUNCHHOF
DOUGLAS RAY EAGLE
JORDAN DOUGLAS EAGLE
JARED PAUL AUDETTE
SHANE PATRICK SNIVELY
KIRK GREGORY BAKER
TODD JUSTIN LERNER
Dwight Wolfe
NICOLE JACQUELINE DOWNING
ROBERT WAYNE DOWNING
Nicholas Bernard Green
Katherine Cooper
CHRISTOPHER MATTHEW INGRAM
JENNIFER CARYN BROWN
BYRON PATRICIO ALVARADO
Frederic Matthew Wachtel
HOWARD MARTINEZ
Dulce Melody Vazquez
Rudy Henry Herrera
Eric Abrahamian
JEREMY MICHAEL LEIBOWITZ
Mark Thomas Petersen
Robert John Clark
Kaisee Pelino
Roslyn Clark
Shea Jordan Weiner
Maryam Lisa Odom
Ryder Bendrat
Ryan Mittelman
Antonio DeFrank
Ethan Kameron Alvarez
Sean Keegan Edward Denich
JERRY ROBERT CITARELLA
Grant Moulton
Rian Geoffrey Denich
Mark Stephen Gustafson
McEathren Herrera
DONALD EVAN BLAUNER
Kieran Thomas Wong
GARY NORMAN CLARK

Within 25 miles of Castaic, CA, Best Investors lists 187 registered investment advisory firms with 478 offices nearby, managing about $12.8T in combined regulatory AUM across 2,972,564 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 Castaic

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM