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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

ARES FINANCIAL CONSULTING LLC
FIDELA WEALTH
BITFI CAPITAL LLC
MARI LEGACY GROUP, LLC
FOCUS PARTNERS WEALTH, LLC
MUTUAL ADVISORS, LLC
WELLS FARGO CLEARING SERVICES, LLC
J.P. MORGAN SECURITIES LLC
AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
FMB RETIREMENT SERVICES
FMB WEALTH MANAGEMENT
LPL FINANCIAL LLC
STRATEGIC ADVISERS LLC
BRIGHTON ADVISORY GROUP
EQUITABLE ADVISORS, LLC
PROFIT STRATEGIES, INC.
GUILD INVESTMENT MANAGEMENT, INC.

Investors

JEFFREY T RICHTER
MICHAEL THOMAS LAMBRAKIS
MELISSA M ESTRADA
CONSUELO ELIZABETH WEBB
DAVID THOMAS TRACY
EVAN CROOK BARRETT
Tanner Joseph WATSON
BRADLEY ANDREW LEVIN
Michael A Massarano
NAVA GOLDENBERG SPIVAK
Jeffrey Angel Gonzalez
JOHN ERIC MAQUAR
Michael Kent
Cooper Pullin
EMILY ANN TREMATERRA
MATTHEW MICHAEL PIEDMONTE
RANDI MERL DENNEN
GARRETT JAMES DE BUISER
W. KYLE GRIFFITH
JOHN TILLMAN FOSTER
MARIYA ABOU ABSI
Armine Alvandi
Garrett Tognozzi
JONATHAN CARLOS MELARA
Juan Hoke
MANUEL VIADERO
Andrew Jakob Miller
JAKE L BERMAN
DAVID RAY HOWERTON
DEBRA ANNETTE FIELDS
GRANT E BLINDBURY
JEREMY JAMES FIELDS
Brandon Michael Berges
DANIEL LAURENCE MOCK
ALAN DAVID LITVAK
DIEGO DANIEL IBARRA
OWEN WILDERMUTH
ALEXANDER TATE
RYAN DE SILVA
DAVID B. SPRAFKA
SUREN TONOYAN
ERIKA ANNE ESTANISLAO DIZON
NANCY CHAPPELL
SAIRA A. MARTINEZ GONZALEZ
ENA GILLIN
CHINH SHAN LAI
MICHAEL RON JOHNSON
TREVOR O'SHAUGHNESSY
GEOFFREY DEITRICK
SAIT A SARACI
OSCAR RODRIGUEZ
KEVIN CVITANOV
PATTY FRANKLIN
NATHAN SAKUMA
RYAN BARTLEY
ANDREW SCOTT COOMES
ZHASMINA BAEVA
BRANDON C. FLEMING
CODY MATHIS
GARRET STANLEY
JAMES ZGLINIEC
BARRY JAY BOSCOE
KENDYL LYNN ROUNDTREE
SHARON ANN MARTIN
MONTAGUE NMI GUILD,JR.
ANTHONY RUTHERFORD DANAHER

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