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Best financial advisors in Chatsworth, CA

Registered advisers within 25 miles of Chatsworth, CA.

Offices
1,788
Firms
886
Combined AUM
$22.3T
Firm-wide filings, not assets booked only here
Clients
3.48M
3,484,633 clients when Item 5C has a number
Avg / client
$6.39M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
U.S. BANCORP ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO CLEARING SERVICES, LLC
CITIGROUP GLOBAL MARKETS INC.
EDWARD JONES
MILA CAPITAL ADVISORS, LLC
CETERA INVESTMENT ADVISERS LLC

Investors

ANDREW CHARLES ROTH
Steven Krikul
Katie Jihyun Choi
ZEPYUR VARDANYAN
PETER URRUTIA
WENDY ELLEN FLEISCHMANN
Raffi Karageuzian
Mathew J Reyna
OLGA KOTOVA WOLF
JAMES KAING
JENNIFER MELISSA DESANTO
CHRISTOPHER J SIMONOFF
Mathew Garcia
Alan L. Krone
HUMBERTO RURY JIMENEZ
VICTORIA ADRIENNE FRAZIER
ANDREA GUADALUPE OSORIO
Leah Shannon Melendez
WILLIAM LOPEZ
RYAN FRANCIS TOMINAGA
SEVADA DAVOUDI
Brandi Tiara Johnson
Ensieh Kharghanian
AFRIN AHMED
ROBERT JOHN ARSHAGOUNI
Alex E Matsumura
Roman Christian Laus
Caress Ho-king
Jonathan Archila
Sallie Rebecca DeYoung
Austin Tyler Buhtz
Dennis John DeYoung
Josiah David Ball
Andy Ravi Gitipityapon
Antoine Samir Abi Nader
Oswaldo Horacio Ramos

Within 25 miles of Chatsworth, CA, Best Investors lists 886 registered investment advisory firms with 1,788 offices nearby, managing about $22.3T in combined regulatory AUM across 3,484,633 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 Chatsworth

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 CAPTRUST 963 advisers $1.24T AUM 5 DIMENSIONAL FUND ADVISORS LP 3 clients · 269 advisers $1.02T AUM 6 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 7 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM