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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

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
OSAIC WEALTH, INC.
MANCHESTER FINANCIAL INC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EAGLE STRATEGIES LLC
RKS MANAGEMENT, INC.
MERCER GLOBAL ADVISORS INC.
LPL FINANCIAL LLC
MML INVESTORS SERVICES, LLC
EDWARD JONES
TAMAR SECURITIES, LLC
ALTERI WEALTH
COOPER MCMANUS
TOTAL WEALTH SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CHETAN LLC
LINCOLN INVESTMENT

Investors

DANIEL THOMAS KHOURY
NICHOLAS SONDGEROTH
ROBERT ELLIOTT MUMMEY
Seth Christian Catanese
FRANKLIN SCHENECK WHITEHOUSE
LAURA JO Navarro
STEVEN MICHAEL REZZELLE
STEVEN SCOTT
MARIO VALVERDE
JANIKA DOMINGO
MARK WEIDERMAN
ROBERT JAMES KATCH
ALAN SCOTT HOPKINS
BERTHA VALENTINE
David J Eagle
PAUL EDWARD BARTSCHI
Brice Redmond
MATTHEW B HERRON
ROBERT E CLARK
SASAN NIKOOMANESH
CHASE FOLLMER
Jason Scott Leibovitch
Dhaval Patel
Faten Khoder
Awanti M Desai
Spencer D Williams
Linda Mead
MARTIN WASCHITZ
Eyal Yaffe
MICHAEL J MCGOVERN
ANTHONY Jorge CONSIGLIO
Adam PAUL Hammer
ROBERT JAMES EAST
Miregi O Huma
DANIELLE Nicole SHELTON
JOEL CHRISTOPHER BARKER
KATAYOON BAHADORANI
JORDAN S SWIFT
BRENDAN J LYNCH
BREANNA GEORGIA MENAGER
Scotland Garapedian
Spencer Griffith
Ryan Cagle
ADAM JAMES BEDROSSIAN
Melissa Lou Shapiro
Adam Michael Brown
Jean-Carlos Baez
Michael A Cerniga
DILLON JAMES CASE
Thomas Brusca
Bobbie Fujihara Hanley
Tatiana Bustamante-Rodriguez
Joseph Alexander Centurioni
DANE M JOHNSON
MARY ELIZABETH STRONG
Charles Spencer Gould
Omid Sasson
Darren S Schwartz
Kristen Lopez
HO SUNG BYUN
Bryon W Smith
STEVEN MICHAEL BLOCK
GAYANE GRIGORYAN
JORDAN ASHER SHAPIRO
Andrea Rivera
Jose Augusto Barrera
Jaime Francisco Aguilera
Zachary Anargiros Frangos
DIANA SANTANA
LANCE EDWARD MARCUS
MELISSA J RUIZ
Abigail Alexandra Shek
Samuel Trevor Showery
Cynthia Montgomery Georghiou
Sadegh Farhadi
Robert Harold Little
JEFFREY RANSENBERG
GERALD IRA CLEBANOFF
CHRIS CHARLES DUMFORD
BRIAN KAMHUNG LEE
LAWRENCE OTIS MYERS
ARKADY MILGRAM
Kenisha Amar
Owen Kim
ANDREW JAMES SCOTT
FRANKLIN MATTHEW PARKS
JAVIER GUZTAVO OROZCO
RICHARD ALLEN MASON
PHILIP MOSTON
DOMINICK SALVATOR SAVO
ERIC JOHN LECOURS
Daniel Shalom Itzhaki
JOHN MICHAEL TOWNSEND
Joseph Craig Estes
Jonathan Ezra
Gorge Eduardo Salcedo
AMIT RAZ STAVINSKY
PAUL RODRIGUEZ
DAVID ABRAHAM SIRIN
MARK ANTHONY BENAVIDES
MICHELLE R GRUBER
ALEX G MARKOWITZ
Matthew C Mullaly
CHRISTINA LINDSEY ORTA
SHANNON MARGARET BEAHAN
ALISSA ANNE KROEGER
BRANDON M BERMAN
Keith Gray
Nicholas Giannakopoulos
Joseph Jordan Migdol
JACOB MAURICE FERRY
Ivan Tokarev
Jon Raymond Dahlstrum
DAVID TREJO
JACOB JACK DAHLSTRUM
JASON JAMES PEREZ

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