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Best financial advisors in Oakwood, CA

Registered advisers within 25 miles of Oakwood, CA.

Offices
2,741
Firms
1,181
Combined AUM
$27.4T
Firm-wide filings, not assets booked only here
Clients
3.51M
3,511,022 clients when Item 5C has a number
Avg / client
$7.79M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
UBS FINANCIAL SERVICES INC.
RBC SECURITIES, INC
AMERIPRISE FINANCIAL SERVICES, LLC
FIFTH THIRD SECURITIES, INC.
CHARLES SCHWAB & CO., INC.
CRESSET ASSET MANAGEMENT, LLC
LPL FINANCIAL LLC
SSI INVESTMENT MANAGEMENT LLC
LINEPOINT PARTNERS & CO.
SEIA
BREAKWATER MANAGEMENT, LP
ELI CIRCLE CAPITAL, LP
SIGNATURE INVESTMENT ADVISORS, LLC
SELECT MONEY MANAGEMENT, INC.
EVOKE ADVISORS
EXCOLERE EQUITY PARTNERS, LLC
FOREST ROAD ASSET MANAGEMENT LLC
NILE CAPITAL GROUP HOLDINGS LLC

Investors

Dilun Wu Cross
PAMELA L BENNETT
Donavin D C Bausley
George L Buza
John Perry
Luis Castaneda
Nicolas R Gentin
Letitia A Sison
Joseph Reina
MONICA ADRIANA MARCIANO
Vanessa Avendano Aguilar
GLEN TITAN
WAYNE GEORGE ROGERS
RAYMOND ANTHONY MARTINEZ
ERIK KRISTIAN LARSEN
PANIZ RAEISI
CRAIG DOUGLAS KELLEY
MATTHEW STEIGER
ALI M BANKI
Sanjay Chugani
Ryan James Tunnell
MARQUES J DICKSON
Rahul Karugapadam
STEPHEN PAUL KEARNS
Robert L Nagy
PHILIP ANDREW SANCHEZ
Bailey Burke
Corey Alexander Kelly
Jon Marc Carrier
Sarah Kaitlin Leonard
Blake X. Lenk
Natalie Michelle Traylor
JUNE ALISON CHOW
ROBERTINO SANTINO COURY
CHRISTINE WALKER MATTHEW
Aaron Jett
DAMON JEFFREY VARADY
FRANK LEGAN
ERIC CLAYTON PRITZ
JEFFREY MICHAEL ZUANICH
CRAIG PIERCE
YEVGENIY LEV
Heather Brinker
CALVIN TSENG
Megan Victoria Montes
EDGAR HAROUTUNIAN
Victoria Marie Murphy
MATTHEW WARD HATHWAY
Ryan Miller
William Marshall Scherer
FREDERICK CHARLES MILLER
MARK GOLDSMITH
MICHAEL ANTHONY DEJOHN
LEONARD FREDERICK HIRSH
SAMUEL EVERRITT MILLER
JOHN C WILLIAMS
MARK MUNDAY
RAYMOND WAN
AZIM NAKHOODA
TONY QUANG NGUYEN
CHAD ELDRIDGE BATES
JARED LE CHASE
PHILLIP D ARGUE
Theresa Nguyen Ngo
Luke Hayes
Matthew Austin Keller
ANTHONY PIZZO
ADAM MEIDENBAUER
Michaela Hurtienne
JOSHUA S WOODARD
Corey Goldstein
Jessica Lauren Donovan
CLAIRE HAUCK
JOHN CHRISTOPHER RASIC
Cole Griffin Brownell
SAMANTHA K DRIVER
Hannah Showalter Adams
KYLE Mitchell STECKLER
Jonathan Douglas Harold Arntz
SHANE THOMAS HIXON
VANNARA MURPHY
Michael Tadashi Mahony
ALEX KIM
Andrew Howard
Remy Chang
Riley King
Christopher Gasparro
JONATHAN ARNTZ
VINCENT HABACON REYES
Canon Jill Price
DAVID ROBERTSON
MICHAEL JOSEPH EVANS
MICHAEL THOMAS VAN KLEECK
THEODORE ELIAS SAADE
Hayley A Bates
MICHAEL MACAULEY
JAMI MERRELL
ANDREA MITCHELL
CARLOS F SANABRIA
ERIC ZACHARY ROSEN
Michael Hu
JACOB COOPER
CHRISTOPHER MICHAEL GARDNER
LISELOTTE ANNE RICHARDS
Nicholas Robert Guidos
Mordechai Khaimov
Matthew David Outcalt
JOHN JOSEPH VAN DALSEM
NOAH James REYNOLDS
GARY RAYMOND MCCARVER
EDWARD DETOMASO
Samuel David Orr
Jason Teich
CHRISTINE SIVAK
DAVID WEIKERT
CHELSEA AUGUSTA TRAUB
LISA MARIE WINDSOR
RIVERS JOE RODRIGUEZ
Gene Douglas Balas
SEMIR MUTWAKIL AMIN
CHRISTOPHER HOPKINS
BRADLEY REPINSKY
Parker Thomas Hendershot
Alexander Theodore Chumas
Elizabeth Aldridge West
MATTHEW KARLSON
Aubrey Fernando
Aidan Flynn
KENDALL LYNN MATRISIAN
Cooper Steven Fitz
Briana Michelle Bowker
Matthew Y Kim
Jae Yu
Andrew Lin
David Alexander Layten
Alejandro Hirsch Marin
James Richard Lull
Dillon Cranston
LARA KEMPER

Within 25 miles of Oakwood, CA, Best Investors lists 1,181 registered investment advisory firms with 2,741 offices nearby, managing about $27.4T in combined regulatory AUM across 3,511,022 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 Oakwood

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 CAPITAL RESEARCH AND MANAGEMENT COMPANY 134 clients $3.75T AUM 2 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 3 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 CAPTRUST 963 advisers $1.24T AUM 6 DIMENSIONAL FUND ADVISORS LP 3 clients · 269 advisers $1.02T AUM 7 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 8 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM