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Best financial advisors in Pacific Palisades, CA

Registered advisers within 25 miles of Pacific Palisades, CA.

Offices
2,605
Firms
1,199
Combined AUM
$27.7T
Firm-wide filings, not assets booked only here
Clients
3.51M
3,510,620 clients when Item 5C has a number
Avg / client
$7.89M
Combined AUM ÷ clients

Nearby offices

Firms

VICTUS CAPITAL WEALTH
THREADLINE WEALTH
FOCUS PARTNERS WEALTH, LLC
U.S. BANCORP ADVISORS, LLC
WELLS FARGO CLEARING SERVICES, LLC
MARCH CAPITAL
THE HIVE
CLEARSTONE VENTURE PARTNERS
GOTHAM GREEN PARTNERS, LLC
BLACK HILLS CAPITAL, LLC
ANANTIS AI CAPITAL MANAGEMENT, LLC
GOLDEN STATE WEALTH MANAGEMENT, LLC
414 INVESTMENTS LLC
GENTER ADVISORS LLC
IFC ADVISORS LLC
GENTER CAPITAL MANAGEMENT
CHAPTER ONE, PAGE ONE LLC
HOWARD CAPITAL MANAGEMENT GROUP, LLC

Investors

DARRACH ANTHONY MARY MC CARTHY
LARRY CRAIG FERNANDEZ
ANNELIESE MAE JOHNSON
WILLIAM ALBERT D BLASE
JASON ROBERT ROMANO
Robert Cristian Pavel
Michele Stefanie Lott
ANAHID KYUPELYAN
JOB ALEXANDER EAGLESON
JAY DUANE CHAMPLAIN
MARCO MENDOZA
MARC ALLEN ACKERMAN
REX BARTON JONES
FRANCOIS DIRK VILJOEN
ERIC THOMAS ZURBRUGG
CRAIG W THOMAS
MICHAEL MEYLOR
KENNEDY S REARDON
NHAMAN PELPHREY
CHARLES HYNSON WARNER
DAVID WILLIAM PESCHERINE
MeiWah Wong
ELLEN FRED STRAUSS
RAJIV RANDHIR VYAS
ALEXANDER JOSEPH HALL
PAUL MORRIS RYAN
CAMERON WRIGHT LAVEY
GLEN NAM
Steven Payne McNeil
BRIAN LAWRENCE ELLIOTT
TIMOTHY JUDSON DEMSHKI
BRIAN JOHN PYTLEWSKI
Roger Rhodes Wall
DANIEL JOHN GENTER
WILLIAM FRANK KLEPPER
ROBERT JAMES HUNT
BRENDA JEANNE OLEARY
JESUS ARNULFO CEJA
MICHAEL CHARLES WISSEL
JASON DAVID KAPLAN
DAVID ANDREW ROBINSON

Within 25 miles of Pacific Palisades, CA, Best Investors lists 1,199 registered investment advisory firms with 2,605 offices nearby, managing about $27.7T in combined regulatory AUM across 3,510,620 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 Pacific Palisades

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