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

FARMERS ASSET MANAGEMENT, LLC
FOUNDATIONS INVESTMENT ADVISORS LLC
THE WEALTH CONSULTING GROUP
AMERIPRISE FINANCIAL SERVICES, LLC
ALESIA ASSET MANAGEMENT LLC
J.P. MORGAN SECURITIES LLC
NWF ADVISORY SERVICES INC
ARCHER INVESTMENT CORPORATION
OPUS PRIVATE WEALTH GROUP, LLC
INDEPENDENT FINANCIAL GROUP, LLC
BROOKSTONE WEALTH ADVISORS, LLC
GOLDEN STATE WEALTH MANAGEMENT, LLC
EP WEALTH ADVISORS
LPL FINANCIAL LLC
PROFIT STRATEGIES, INC.
GUILD INVESTMENT MANAGEMENT, INC.
PLANMEMBER SECURITIES CORPORATION

Investors

SEPEHR MEHRAD HOSSEINI
Ethan Samuels
ANTHONY JOSEPH TURCOTTE
John Paul Guimaraes
ROY C MOON
ADRIANE VERA LOWE
RICHARD HOWARD KOFF
Kevin Majidian
LINDA RAE BRUININGA
Gabriel David Cena
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
JASON ROBERT ARTOF
EDUARDO MORA DONATO
ROSALYN PASCO WEIHE
JAMIE WOOD
CASSANDRA METTLEN
JOEL THOMAS CHITIEA
SHARON ANN MARTIN
MONTAGUE NMI GUILD,JR.
ANTHONY RUTHERFORD DANAHER
STEVEN LANCE BAILIN
KELLY ALEXANDRIA MARKOWITZ
JEFFREY LANCE PRINCE
SCOTT A ANDERHOLT
FADWA H DAHHAN

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