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Best financial advisors in Friendly Valley, CA

Registered advisers within 25 miles of Friendly Valley, CA.

Offices
1,699
Firms
841
Combined AUM
$22.3T
Firm-wide filings, not assets booked only here
Clients
3.48M
3,483,608 clients when Item 5C has a number
Avg / client
$6.42M
Combined AUM ÷ clients

Nearby offices

Firms

BROOKSTONE WEALTH ADVISORS, LLC
OWLSENSE WEALTH & LEGACY ADVISORS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
GLOBAL FINANCIAL ADVISORY SERVICES, INC.
THRIVENT INVESTMENT MANAGEMENT INC.
FINANCIAL SECURITY SOLUTIONS, CORP.
OSAIC WEALTH, INC.
AVINCI WEALTH MANAGEMENT, INC.
CETERA INVESTMENT ADVISERS LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
BCN FINANCIAL, INC.
CITIGROUP GLOBAL MARKETS INC.
MORGAN STANLEY

Investors

Daniel Harutunian
Preston Jacob Kiledjian
ARDEM MICHAEL KILEDJIAN
TONY WAN KIM
BARTON JAMES BREWER
PETER MARTIN GARELICK
DAVID SCOTT GARELICK
Matthew James Roxbury
MELANIE ANN MEYER
ROBERT CASEY KLEIN
Marc A Henderson
Christopher Janiak
Carlos Ernie Bolanos
BRUCE KEITH GENDEIN
KAREN ILENE MALKOFF-HATTON
LINDAHL LARRY LUCAS
MATTHEW BRADEN DENNY
DAVID HERNANDEZ
Mathew J Reyna
SHELDON COOPER REED
Tanya ALEJANDRA Sanchez
Stephen Lo
Joshua A Radford
Dayne Comrie
Jason A Ellwein
ELIZABETH NOWLIN
MICHELLE MARIE ELLIOT
MICHAEL JAMES PARRINELLO
SHAWN DEON ABRAHAMSE
Susan Rodriguez
Nicole Megowan
JOHN DAVID HINEMAN
DREW KRISTOFER SKELLY
RICHARD TODD EMMONS
CHRISTOPHER PATRICK KOBE
Nieneth Salamon
Andrew Ryan Munoz
RYAN ROBERT FULLARTON
M BRENT ESKOFF
SERGIO JOHN LAZZARA
DAVID SCOTT GOLLER
BRIAN PATRICK JACOBS
MARK DOUGLAS HINEMAN
MICHAEL DAVID BERGER
ANNE P ARTUSIO
Susan Carole Colletta
Susanne Costantini
VANESSA ESCOBAR
Levon Manuel Hasserjian

Within 25 miles of Friendly Valley, CA, Best Investors lists 841 registered investment advisory firms with 1,699 offices nearby, managing about $22.3T in combined regulatory AUM across 3,483,608 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 Friendly Valley

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