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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

MEANINGFUL PARTNERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
S&F INVESTMENT ADVISORS
MML INVESTORS SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
GENEOS WEALTH MANAGEMENT, INC.
U.S. BANCORP ADVISORS, LLC
LPL FINANCIAL LLC
INTERLAGOS CAPITAL, LLC
SHERWOOD OAK KNOLL, LLC
J.P. MORGAN SECURITIES LLC
TRANSAMERICA FINANCIAL ADVISORS, LLC
TALGUARD INVESTMENTS LLC

Investors

FERNANDO HUGO SANDOVAL
HARUTUNE HAMASSIAN
RAFFI HAROUT HAMASSIAN
ROGER B FOX
AMY Theresa MARSHALL
Chinsheng Kevin Lin
WILSON SHENG YANG
Christopher Matthew Brodoski
Yuritzi K Chavez
Xiaoou Katie Wang
Thomas Anthony Adame
Ethan Miles Peterson
BRIAN JASON MURPHY
JASON ROBERT CAMPBELL
Valery Jenisen Hernandez
DWIGHT DAI LEE
THOMAS KRAUSE MORELAND
Tony B Kim
LISA QUACH
Jerry Wai
THOMAS H LI
Sara Blatt Collins
Aylien Alexani
Ric R Roman
Shkira Singh
Sophia Laohasongkram
Madina Chochaeva Boland
JOANNIE HOA-THANH NGO
Yuki Xiaojun Zeng
MICHAEL KIANG
Randy Wang
MANUEL VIADERO
Brian Yip
MARIA PHAM
Dujuan Zhou

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