Best Investors Account Sign in

Best financial advisors in Malibu, CA

Registered advisers within 25 miles of Malibu, CA.

Offices
1,984
Firms
995
Combined AUM
$22.4T
Firm-wide filings, not assets booked only here
Clients
3.49M
3,485,716 clients when Item 5C has a number
Avg / client
$6.43M
Combined AUM ÷ clients

Nearby offices

Firms

INTEGRITY FINANCIAL CORPORATION
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
EDUCATED SOLUTIONS
COUNTERPOINT ASSET MANAGEMENT LLC
VINCIMUS CAPITAL, LLC
BRIAN DENNIS, CFP®
MODERN WEALTH MANAGEMENT, LLC
M83 INVESTMENT GROUP, LLC
MORTON WEALTH
KRAMER INVESTMENT ADVISORS, INC.
ATALA FINANCIAL INC
FD WEALTH ADVISORS, LLC
EDWARD JONES
THE WEALTH CONSULTING GROUP
MURAPA INVESTMENTS

Investors

MICHAEL ANTHONY SANCHEZ
KRISTOFER RYAN GRAY
SCOTT ADAM WILSON
Alexander Donald Whitney
Jason S Gorenstein
AMIR ALISHAHI
KAMBIZ TANGESTANIFAR
RYAN L MORELLI
DANIEL WENDELL KRAUSE
JOEL LOPATA
SARAH JHALEH ARCHER
LOCKWOOD POOL HOLMES
BRIAN KEITH DENNIS
ZOHREH GHAISSARI
LAWRENCE IRA SCHECHTER
MORRIE WOLBRUM REIFF
PAUL SUEYUKI OKAWA
ERIC JAY SELTER
JOSEPH ALAN SEETOO
ELIAS FRANCHESCO VERA
Nadya Mets
Michael Rudow
Kristin Dillon
SASAN FAIZ
PATRICE G BENING
JEFFREY SARTI
JENNIFER MARIE CARUSO
Sophie Christine Jacqueline Leahy
STACEY LYNN MCKINNON
KEVIN GREGORY REX
Brittany Yudkowsky
Beau Thomas Wirick
Austin Overholt
Diego Guerrero
Thomas Patrick Mooney
Morgan Jul
Nicholas Valaika
Ian Rennick
Bryan Vito Phelan
Conner Hufnagel
MEGHAN HILLARY PINCHUK
CHRISTOPHER MICHAEL GALESKI
PRISCILLA ANN BREHM
BRUCE LAWRENCE TYSON
HUNTER PEARSON DANIEL
Nicolas Castano
Michael Grosslight
Dylan Evans Druian
CARLOS Alejandro SALCEDO
Amir Tavakol
MICHAEL BRIAN PRIVETT
RONALD ALLEN KRAMER
MAX ALBERT KRAMER
SHAWN SHYAMA PATT
MICHAEL ABDUL SALAM
PHILLIP DEBOALT
Ani Tchorbajian
Maria Pisa DiMaggio
GAL SHERMAN
TAURAYI CHRISTOPHER MURAPA

Within 25 miles of Malibu, CA, Best Investors lists 995 registered investment advisory firms with 1,984 offices nearby, managing about $22.4T in combined regulatory AUM across 3,485,716 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 Malibu

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