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Best financial advisors in Lake Sherwood, CA

Registered advisers within 25 miles of Lake Sherwood, CA.

Offices
832
Firms
369
Combined AUM
$16.8T
Firm-wide filings, not assets booked only here
Clients
3.15M
3,148,619 clients when Item 5C has a number
Avg / client
$5.32M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC
GUILD INVESTMENT MANAGEMENT, INC.
LPL FINANCIAL LLC
PLANMEMBER SECURITIES CORPORATION
PROFIT STRATEGIES, INC.
THRIVENT INVESTMENT MANAGEMENT INC.
ALLIANCE ADVISORY & SECURITIES, LLC
OSAIC WEALTH, INC.
OPUS PRIVATE WEALTH GROUP, LLC
INDEPENDENT FINANCIAL GROUP, LLC
BROOKSTONE WEALTH ADVISORS, LLC
GOLDEN STATE WEALTH MANAGEMENT, LLC
EP WEALTH ADVISORS
SANCTUARY ADVISORS, LLC

Investors

EMILY ANN TREMATERRA
MATTHEW MICHAEL PIEDMONTE
RANDI MERL DENNEN
GARRETT JAMES DE BUISER
W. KYLE GRIFFITH
JOHN TILLMAN FOSTER
MARK EDWARD RONCORONI
ELAD GAD GOREN
KEVIN MICHAEL TOLSMA
JACK DVIR
STEPHEN RENDEN THOMAS
GREGORY F LAMP
SHAWN JOSEPH CORKERY
Sandra Matson
Chelsea Leigh Henriod
Sarah Shirazi Reznick
MONTAGUE NMI GUILD,JR.
ANTHONY RUTHERFORD DANAHER
STEVEN LANCE BAILIN
KELLY ALEXANDRIA MARKOWITZ
JEFFREY LANCE PRINCE
SCOTT A ANDERHOLT
SHARON ANN MARTIN
Andrew Charles Grieder
Ryan Frederic Disselhorst
Ian Barrett Travanti Brown
SHERITH LUNDRING SQUIRES
ERIK KARSTEN LUNDRING
Skyler Loraine Lundring
LYNN KARSTEN LUNDRING
Laura Alejandra Arrona
ROBERT HARRY WALCZUK
Brenda JEANETTE GUZMAN
JENNIFER MEYER BROWN
Tyson Lundring
JEFFREY THOMAS GARAGLIANO
Liza Marie dela Cruz
CRYSTAL A LARY
Sean Nicholas Sottile
HOBY DANIEL PEARCE
ROBERT JOSEPH KNIGHT
JON ANDREW REHUREK
RANDALL PAUL SANADA
BENJAMIN ROSS SIMONDS
CHRISTOPHER JOHN TYLER
Vance Angelo Lavizzo
Anthony Roy Herreres
PATRICK KELLY MCILRATH
EMILY MARGARET SWAN
SANDRA LOUISE BUBLITZ
Neil Tobias Unger
SPENCER ANDREW MACCUISH
GEOFFREY HARDEN SEBOLD
BRADLEY DAMON CHAPMAN
JAMES DANIEL LANG
Russell Christian Hitchcock
JEANNE STACEY SNOWHITE
ALEXIS NICOLE VASQUEZ
Jonathon Vasquez
ROBERT ALAN MILLS
LINDA ANN ANSCHULTZ
Sherry Anselmo
Abigail Alexandra Shek
Sharon Reynolds Stepenosky
Cynthia Montgomery Georghiou
Gabriella Ressler
SPENCER M MILLER
BRANDON THEODORE ASHER

Within 25 miles of Lake Sherwood, CA, Best Investors lists 369 registered investment advisory firms with 832 offices nearby, managing about $16.8T in combined regulatory AUM across 3,148,619 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 Lake Sherwood

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