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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

LONE PEAK ASSET MANAGEMENT, INC.
CETERA INVESTMENT ADVISERS LLC
J.P. MORGAN SECURITIES LLC
AMERIPRISE FINANCIAL SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
STRATOS WEALTH PARTNERS, LTD
LINCOLN INVESTMENT
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
COMMONWEALTH FINANCIAL NETWORK
OSAIC WEALTH, INC.
SANTA CRUZ WEALTH MANAGEMENT INC.
BROOKS WEALTH MANAGEMENT
M HOLDINGS SECURITIES, INC.
GKV CAPITAL MANAGEMENT CO INC
MERCER GLOBAL ADVISORS INC.

Investors

WALTER FREDERICK SCHWARZ
JOHN LAMAR NIELSEN
Jeffrey Angel Gonzalez
JOHN ERIC MAQUAR
Michael Kent
Cooper Pullin
SCOTT ANDREW WILCOX
John Botrous
James Earl Holland
JOEL ERIC BOYCE
NAVA GOLDENBERG SPIVAK
ERIK OHANESSIAN
ROBERT STEVEN FENTON
MICHELLE ELIZABETH FENTON
JAY SCOTT BREWER
HUGH BOYCE ROBERTS
GREGORY JOSEPH DAVIS
DAVID WILLIAM POWELL
IRIS BULLICER ILAO
GUSTAVO RAMIREZ ZARATE
STEVEN MATTHEW BARRUS
DANIEL STEWART KLEIN
Thomas Krueger
Scott K Brooks
ROBERT CHARLES KULLE
Travis Jay Henry
Daniel Joseph Warren
Eric Daniel Silvestre
Shomir Mukherjee
George Chris Sinanis
Rodolfo Ruiz
Gaylord Wesley Rohloff
Linda Jane Oleson
Glenn Alexander Crawford
Vartan Simon Telian
Deborah Ruth Frankel
Sean M. McGrath
Shaun Michael Beyrer
Lorraine C. Crawford
Michaela Rauscher
David Dean Glienke
Jose Orlando Castillo
Talin Kalfayan
Alex Boyd Mathis
Daniel Davidian
Craig Gordon Johnson
Gerald Charles Roth
Robert Vincent Sessa
Toni Lynn Iannarelli
Richard Howard Case
Douglas Cy Waisner
Douglas James Martin
Timothy Jay Gandy
AUSTIN LINK
Jae E Lee
Giovani Trinidad
OGANES JOHN GAMBARIAN
MICHAEL WILLIAM JOHNS
STEWART E SCHRADER
Daniel Polyakov
Carol Ann Casebolt
Homer Jonathan Reed Wilson

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