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Best financial advisors in Newbury Park, CA

Registered advisers within 25 miles of Newbury Park, CA.

Offices
643
Firms
255
Combined AUM
$15.4T
Firm-wide filings, not assets booked only here
Clients
3.00M
3,003,132 clients when Item 5C has a number
Avg / client
$5.13M
Combined AUM ÷ clients

Nearby offices

Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
COMMONWEALTH FINANCIAL NETWORK
CHARLES SCHWAB & CO., INC.
WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
FD WEALTH ADVISORS, LLC
MONARCH PLAN ADVISORS
3(38) INVESTMENT FIDUCIARIES
PRIVATE WEALTH SOLUTIONS, LLC
ASI ADVISER LLC
HARDWORKING CAPITAL ADVISORS, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
CETERA INVESTMENT ADVISERS LLC

Investors

JOHN BERNARD KEARNEY
M C CUEVAS
JAMES HENRY HARDY
ALLEN Gunther SHEALS
PAIGE MARIE OVERTON
CLARISA S ANDRADE
MICHAEL SPENCER FOX
RUSSELL LEE FOX
CRAIG JAMIESON SKEELS
JAYNE M MANSFIELD
DAVID OWEN HELLEWELL
Patricia OSullivan
Ricardo Avila
Jorge Alfredo Caro Arias
BRENT A JACOBS
RICHARD JAMES ROBINETT
MICHAEL ALAN MISKEL
MORGAN ELLIOTT WEBBER
MICHAEL IBRAHIM SHALHOUB
EDWARD MARTIN COSTELLO
Miguel Angel Noriega
Daniel Castillo-Reyes
LUCIA CARRILLO PEREZ
Gerardo Melgar
PHILLIP DEBOALT
ADRIAN EDWARD RAMIREZ
STEVEN T WILKINSON
Ronald Alan Hall
Michael Fine
Pedro Telles Vasquez
Dane M Roach Lewis
ERIC ODELLE PUCKETT
Kumbirai Vincent Mtunga
DOUGLAS JAMES LAGERSTROM
ALLEN NMN MINASSIAN
Tristan Benjamin Dupont
Atticus Finch Roddick
ABIEL ACOSTA
CLARICE MERLE COUEY
DANIEL MORGAN JOHNSTON
CANDICE DEANNE CARRIZALES
DAVID FERNANDO ALMEIDA
JAMES EDWARD ECKLEY
Darren Edward Norton
BENJAMIN JOHN HALE
Natalie Pavia
Neal Richard Larsen
CHRISTOPHER HUNT BOYNTON

Within 25 miles of Newbury Park, CA, Best Investors lists 255 registered investment advisory firms with 643 offices nearby, managing about $15.4T in combined regulatory AUM across 3,003,132 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 Newbury Park

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM