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Best financial advisors in La Canada, CA

Registered advisers within 25 miles of La Canada, CA.

Offices
2,244
Firms
1,037
Combined AUM
$27.1T
Firm-wide filings, not assets booked only here
Clients
3.50M
3,497,140 clients when Item 5C has a number
Avg / client
$7.74M
Combined AUM ÷ clients

Nearby offices

Firms

PM MGMT, LP
LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
M13 HOLDINGS COMPANY, LLC
M13 VENTURES MANAGEMENT, LLC
ARES CAPITAL MANAGEMENT LLC
ARES MANAGEMENT LLC
ARES CAPITAL MANAGEMENT II LLC
ARES COMMERCIAL REAL ESTATE MANAGEMENT LLC
FBV-MANAGER, LLC
BEDROCK FUND MANAGEMENT, LLC
COMPOSITION CAPITAL LP
ELDRIDGE ACRE PARTNERS, LP
ROCKEFELLER FINANCIAL LLC
SCS CAPITAL MANAGEMENT LLC
PATHSTONE
CONNECT VENTURES MANAGEMENT COMPANY, LLC
CAA CONNECT, LLC
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT, LLC

Investors

Jenna Michele Kaplan
ROBERT BENNETT KAPLAN
Jonathan David Cortes
BRETT HOWARD DULYEA
HOOI LING LIM
STEFAN WILFORD OGLEVEE
KEVIN RONALD KRAMER
CALEB PORTER
VANESSA G. ANDERSON
KAREN YVONNE HENDERSON
CHRISTINE DIANE GEOFFRAY
JASON M. LADNER
MATTHEW DAVID BELFANTI
JANNAH LLEWELLYN DEVINE
BOAZ CHAN
JAMES LAWRENCE MARCHETTI
MATTHEW BIRKETT
HILLARY HEATHER COLLINS
JENNIFER Michi HASHIMOTO
ULKU DOGAN
JENNIFER ANNE SEACRIST
DAK H SPIVEY
YAJAIRA SERRANO
Alan LoVetere
SUE BADGLEY
BRUCE TENENBAUM
Gary G Pollock
MICHAEL P WALLACE
KENNETH EUGENE MILANO
PAUL VLADIMIR URBANEK
ASHLEY CALDERON
BENJAMIN JOSEPH HELVEY
ROBERT JOHN FINK
REGINA ROCHELLE MONROE
HAI-UY TRAN DANG
John E Miller
Patrick J Trucco
CONSTANDINA CARKONEN
LAURA ANN RIDER
NICHOLAS JOHN PAGET
Alpesh R Patel
STEPHEN EDWARD WHITE
CHERYL LYNN YOUNG
LOREEN A WASHBURN
BERNARD A MACHLOVITCH
HANS S MAENTZ
Craig D Pollock
PEDRO JAIME MARTI
NICOLE ANNETTE-PALMITER SCHAFER
Jeffrey Hurst Miller
CYNTHIA GUERRERO
JENNIFER GRAVES
Crystal G Miner
MATTHEW D MENDOZA
XIAO PENG LIU
JANELLE M CROMWELL
ELIZABETH B MCKOWN
DONNY CHU
EVANGELOS TSEMBELIS
FRANK WILLIS
STEFAN MAX OGLEVEE
Nicholas Joseph Peterson
Sandy Tran
Jenny Young Fernandez
JACQUELINE LAVONNE RIGGS
CHRISTOPHER YUNSOON LEE
Max Charles Norton Podlone
ROCIO HERNANDEZ
KYLE PHILIP LAUGHLIN
Ryan James White
Robert Donald Lindell
TERESA CATHERINE BELTRAN
Jennifer Dee Mason
RYAN MATTHEW HOLCOMB
Summer Alexandra Macallister
Max E Severo
Nicholas Felix Eguiazarian
PAMELA Jean LAMICHHANE
Joseph Paul Bloom
Ian White
Emily Anne Bloom
Zachary Thomas Senn
JOHN GEORGE URIOSTEGUI
LANCE ALEXANDER WILLIAMS
DENNIS PAUL BLOOM
ROD YOSHIO NAKAMOTO
Tracy Belinda Rinaldi
ALICIA ROMANIA POWELL
Wayne ROBERT Gelineau
ANDREW DAVID HOROWITZ
ALEXANDER F BARRETT
LISA MARIE KITCHIN
ERIC V FRANZ
LANCE OWEN BURKS
ANIS SALAH
Adrienne Padavich
Johnathon Santopadre
David Joseph Sassen
DYLAN GREGORY ISAACS
FORREST ST JOHN KIM
HAO VINH DONG
MATTHEW WILLIAM WILLIS
XICHAN LIU
Brandon Michael Rose
JUSTIN ROBERT MEDEIROS
NEIL MARTIN
DIANE CHING TYCANGCO
Logan Jon Didier
JOHN FRANCIS MCMAHON
JAMES BARRY MARCHETTI
DAVID ANTHONY MENDOZA
STACY LEE SWAIN
SHIRLEY HELLER QUACKENBUSH
JEAN C GANNON
Suruchi Rastogi
Rocky George Imperial Marania
BRITTANY Rose OLADUNJOYE
ANDY LAM
Sonya Alee Brampton
TONY HAO-YI CHANG
Thomas Alexander Burns
MILES M MASON
ANNETTE Molina Smith
Katherine Julia Latypov
Reagan Passmore
Ronak Gahlawat Patel
Kaili Chen
DAVID CHARLES KAHN
ALYSSA CASSIDY DO
JULIAN ALEXANDER MARTINEZ
RANDALL LEE ALLEN
MARGARET ANN RICHARDSON
GRACE LEE APUY
DARNEL JAMES BENTZ
ANDREW PATRICK GRANT
Brian Steven Engel
SAMUEL R WALTMAN
THOMAS EDWARD CONNAGHAN
DUSTIN LANCE GALE
BENJAMIN CARL HUSTON
KEVIN PATRICK O'REGAN
CHRISTOPHER JOHN BRADY
YUYEN CHANG
MICHAEL WALTER MONTGOMERY
OREN CABIR
Stephanie Luh
Thomas Pontius
Tae John Livermore
JONATHAN ISAACMAN
BRIDGET ERIN COSTELLO
CHASE RYAN CARMICHAEL
Joshua Luke Kendall
CARINA ALEXANDRA BERLIN
ANDREW MOORE SMITH
BENEDETTO A FALCONE
William McGehee Russell
Alexander Michael Mansfield

Within 25 miles of La Canada, CA, Best Investors lists 1,037 registered investment advisory firms with 2,244 offices nearby, managing about $27.1T in combined regulatory AUM across 3,497,140 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 La Canada

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