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Best financial advisors in Encino, CA

Registered advisers within 25 miles of Encino, CA.

Offices
2,551
Firms
1,187
Combined AUM
$27.6T
Firm-wide filings, not assets booked only here
Clients
3.50M
3,503,309 clients when Item 5C has a number
Avg / client
$7.89M
Combined AUM ÷ clients

Nearby offices

Firms

U.S. BANCORP ADVISORS, LLC
WELLS FARGO CLEARING SERVICES, LLC
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
SCARSDALE CAPITAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
INVESTMENT MANAGEMENT SOLUTIONS, INC.
OSAIC WEALTH, INC.
S&F INVESTMENT ADVISORS
MML INVESTORS SERVICES, LLC
CITIGROUP GLOBAL MARKETS INC.
BRIGHTON ADVISORY GROUP
HIGHTOWER ADVISORS, LLC
EDWARD JONES
LINCOLN INVESTMENT
HORNOR, TOWNSEND & KENT, LLC

Investors

Robert Cristian Pavel
Michele Stefanie Lott
ANAHID KYUPELYAN
Andrey Pashayan
Josue E. Flores
Maryam Zarin Ozv
Rita Huri Hagopian
Saundra JOAN Gardner
Nick Alexander
Diana F Vosen
Jonathan Abe Dardashti
HEATHER RACHEL GOTTLICH
RICHARD KENNETH HUMPHRIES
CHRISTIAN JOHN RIDOUT
Thomas D Roche
COURTNEY J DEMARS
JAMES M MADIGAN
VANESSA MANQUERO
Molly Catalano
GRANT KHECHUMYAN
Oscar A Soriano Rivera
Michael Kojin
SHIRLEY MIA SMITH
ANDREA D ABEGER
Raffi SEVAG Kardzair
JESSIE CHIPPS
David Tolson-Solis
Philip J Walz
JUDITH JOSEPH CHIPPS
DEBRA HART-GOMEZ
ROBERT E OLSON
PAUL ELLIOTT PEPPERMAN
Kenneth Chinn
CHEYZEL JANE DE LEON
Cathlyn Jade Bondad Junio
GREGORY MICHAEL SEIGEL
Oliver Alvarado Algarate
Arij Ezz Eldine Chehayeb
Ramez Haddad
Christopher Matthew Brodoski
Yuritzi K Chavez
Xiaoou Katie Wang
Thomas Anthony Adame
Ethan Miles Peterson
HARUTUNE HAMASSIAN
RAFFI HAROUT HAMASSIAN
ROGER B FOX
AMY Theresa MARSHALL
DIANA SAWIRIS
AKOP KARA-SIMONYAN
BARRY JAY BOSCOE
TAMARA MEGAN STEIN
JOSEPH WILLIAM FEINBERG
Gregory S Blair
Savannah N Casanova
VERED JUSTIN
RONALD LEE BERTKE
TADEH GRIGORIAN

Within 25 miles of Encino, CA, Best Investors lists 1,187 registered investment advisory firms with 2,551 offices nearby, managing about $27.6T in combined regulatory AUM across 3,503,309 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 Encino

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

1 CAPITAL RESEARCH AND MANAGEMENT COMPANY 134 clients $3.75T AUM 2 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 3 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 CAPTRUST 963 advisers $1.24T AUM 6 DIMENSIONAL FUND ADVISORS LP 3 clients · 269 advisers $1.02T AUM 7 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 8 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM