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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

MORGAN STANLEY
UBS FINANCIAL SERVICES INC.
KATAM HILL LLC
THE WEALTH CONSULTING GROUP
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
BANKERS LIFE ADVISORY SERVICES, INC.
J.P. MORGAN SECURITIES LLC
LPL FINANCIAL LLC
KHORSAND MANAGEMENT
BWS FINANCIAL
J K R & COMPANY, INC.
KB PRIVATE WEALTH MANAGEMENT GROUP
BILLFOLD BUDGET COUNSELING
CETERA INVESTMENT ADVISERS LLC
BEVERLY HILLS FINANCIAL PLANNERS, LLC
AVANTAX PLANNING PARTNERS, INC.
WELLS FARGO CLEARING SERVICES, LLC

Investors

LAURA GABRIELA GARCIA
MIKHAIL JARED HESS
MERCEDES L GUEVARA
CRAIG IRWIN BLOOM
KEN BROZKI
JONATHAN PATRICK O'BRIEN
Chad William Kruger
ANDRES PIO
MICHAEL R BURT
NICOLAS BLATSIOTIS
ANDREW CHONGWOO KIM
HOLDEN C HARTMANN
Jennifer Ann Chapman
Trevor Lowe
Ari Y Brozki
Dylan K Juca
DILINA ISHO
MAGDA ISKANDAR POKORNY
MARK EDWARD FURRER
MICHAEL JAMES CHAN
MELISSA ELIZABETH DELAHOUSSAYE
Rances Mendoza Sainz
CORY M BLOOM
VAHE BABAN
Alejandro Gallegos
Warren Matthew Friedland
GABRIEL ALONZO CASTELLANOS
Caitlin E Bloom
ELAINE DIANE HABIF
CHRISTINE KOHL
JENNIFER ONGSIAPCO ATIENZA
Jason MATTHEW Selzer
NATALYA FIKHMAN
ADAM IRA MARCUS
SUSAN ROMAINE
ROSHAN GHAZNAVI
JASON BRENT KRISCHER
NICHOLAS PETER KALDIS
CARL VERNON CEDER
BARRY LEWIS PINSKY
SHAWN ALAN SHAFER
RYAN RAFAEL GODLIMAN
Sophie Rose Abrams
Anita Kazanjian
HOWARD LYLE ABRAMS
MICHAEL NAZARIAN
JASPREET SINGH PURI
Matthew B Seukunian
DAVID MANDEL
JOHN VICTOR LIPARI
Kate Sarah Freeman
Adam Simon Gold
JENNIFER HAN MALEK
CHAD MATTHEW WEBER
Abdulla Mirpur
SAMEER FERRELL
Angel Matos
IOAN GRIGOR
Jamshid Seleh
ANTOINE KTHUY LE
JORGE F DE GIORGIO
Tori Lemuel Samuel
ANDREW JOHN FLEMING
Francesco Setola
KURT WEEGAR MACMILLAN
JAMES ROBERT PHILLIPS
Melody Nekourouh
James Robert Horney
VAHID KHORSAND
HAMED KHORSAND
JOHN FREDERICK PIERACCI
Jay Pernsten Henriksen
JAMES ANDREW ELLIS
FREDERICK JAMES PIERACCI
KARY JAY BARTMASSER
WILLIAM JAMES HATTON
Arda Kara Thomas
STEVEN HOWARD HORNSTEIN
Samara Leah Lewinson
ANGELO TALEBI
WAEL ELKHALAFAWI
IRINA BYKOVA
SEVAN KARAKESISIAN
MAHSA NOBAKHT FARD
SARMEN HAIRAPETIAN

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