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Best financial advisors in La Tuna Canyon, CA

Registered advisers within 25 miles of La Tuna Canyon, CA.

Offices
2,294
Firms
1,088
Combined AUM
$27.1T
Firm-wide filings, not assets booked only here
Clients
3.50M
3,498,656 clients when Item 5C has a number
Avg / client
$7.76M
Combined AUM ÷ clients

Nearby offices

Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
J.P. MORGAN SECURITIES LLC
PFS INVESTMENTS INC.
NARSAR ASSET MANAGEMENT LLC
LPL FINANCIAL LLC
LUTR STAR LLC
SAYBROOK ADVISORS, LLC
U.S. BANCORP ADVISORS, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
MARINER WEALTH
WELLS FARGO CLEARING SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

SHELBY JOY ROTHMAN
VATCHE DERASSOYAN
NICHOLAS JOSEPH KRALL
JULIANNA LORRAINE LOPES
JUDITH ANN LIND
DAVID REED STEININGER
KARDIA ARTISE PINCKNEY
TIMOTHY ALAN HOHN
FERNANDO E BONADA
WILLIAM JOHN WINKELMANN
DANIEL EDWARD DAVIS
IRENE MABEL ANDERSON
ALANA MICHELE AMELA
DAVID WAYNE EARNST
JONATHAN E HOLMAN
JAMES PAUL PALAZZOLO
ELI SANK
PHILIP JAMES IMHOFF
DERRICK ALAN SCHMUCKER
SHAHEN MANSOURIAN
LYNNEL DOREEN BRYSON-DAVIS
MICAL THOMAS PYEATT
CANAAN CLEO KNIGGE
BRUCE LLOYD LAIRD
SANDRA ANN GREEN
JUAN BAUTISTA QUINTERO
JASON KINCAID
DAN CHIRK CHU
CHUNG-ON WANG
WILLARD JOSEPH HANSEN
DANIEL BRYAN ALDRICH
Natasha Alana Miller
TAYLOR JEFFREY MOORE
RICHARD V BERTAIN
PATRICIA DAVILA PRECIADO
Jonathon Hollins
Jeffrey Allan Neumeister
HAROUT JOHN KHATCHOYAN
LUSINE BUDAGYAN
Marcia I. Herrera
Michell Navarro
Landis Richardson
RYAN AUSTIN SPIVAK
Ruben Cavada
Karina Gevorgyan

Within 25 miles of La Tuna Canyon, CA, Best Investors lists 1,088 registered investment advisory firms with 2,294 offices nearby, managing about $27.1T in combined regulatory AUM across 3,498,656 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 Tuna Canyon

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