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Best financial advisors in Palmdale, CA

Registered advisers within 25 miles of Palmdale, CA.

Offices
679
Firms
270
Combined AUM
$15.5T
Firm-wide filings, not assets booked only here
Clients
3.08M
3,078,066 clients when Item 5C has a number
Avg / client
$5.05M
Combined AUM ÷ clients

Nearby offices

Firms

MUTUAL ADVISORS, LLC
PYSNIK FINANCIAL, LLC
KINETIC INVESTMENT MANAGEMENT, INC.
STIFEL, NICOLAUS & COMPANY, INCORPORATED
RICE HALL JAMES & ASSOCIATES LLC
RBC CAPITAL MARKETS, LLC
LAKE AVENUE FINANCIAL LLC
GRIFFINEST ASIA ASSET MANAGEMENT, LLC
OAKGROWTH WEALTH MANAGEMENT LLC
VIDA PRIVATE WEALTH LLC
RAYMOND JAMES & ASSOCIATES, INC.
D.A. DAVIDSON & CO.
EQUANIMITY FINANCIAL PARTNERS
AMERIPRISE FINANCIAL SERVICES, LLC
INDEPENDENT FINANCIAL GROUP, LLC
LPL FINANCIAL LLC
SAGE INVESTMENT GROUP

Investors

LAWRENCE RICHARD STONE
JAYLENE DENISE PYSNIK
MICHAEL RYAN CARMONA PYSNIK
ALEX ZEPKOWSKI
DANIEL JAMES MCMILLAN
Veronica Ann Zamora
JON ANDREW BOSTROM
DAVID PHILIP LUNA
STEVEN KERSTEIN
MANUEL DAVID LOZANO
LOUIS MILLETT HOLTZ
DEANNA MARIE CLARK
ELIZABETH MARY KESHISHIAN
JEFFREY MATTHEW SCOFIELD
EDMUND JOSEPH REGAN
Junia Pan Li
ALEX BEDO CHALEKIAN
JASON ROBERT SIKMA
VICTOR HUANG-CHIANG LIN
CHUNG PING LI
SHANSHAN WANG
WAN-LIN LIAO
YU-LUNG TSAO
XINYI WANG
DAVID BASSAM HINDI
G MIGUEL ALVES
Ariel Praw
JAY MICHAEL OLDHAM
Dylan A Garcia
JOHN DAROLD SIMMONS
HOWARD EMERSON KERN
SANAE ANNE GARCIA
MICHELLE RENE MOORE
Michelle L. Marquez
Jason Lee Ray Betts
AARON JASON WERNER
KATHLEEN J ROSHAY
Simon Alexander Rawlinson
JOSELYN ESTEFANY NORDSTROM
JORDAN JOSEPH BERRY
Quenten MacGrew Kirby
Jessica Anne Quinn
Damian J Flanigan
BRIAN A. AUGUSTINE GARCIA
Patricia Valenzuela
VERONICA HERRERA AGUIRRE
KENNETH WILLIAM ROBBINS
JAZMIN GABRIELA CARPENTER
OHAN CHOREKCHYAN
KEVIN JAMES MCCARTHY
MAGDALENA MARIA LESMANA
Jake Nichols Stollmeyer
William Leo Creedon
MICHAEL JAMES JACKSON
CHALYDA DUMAYAS
Nadine Ibrahim
WILLIAM MCPHERSON FITZHUGH
Michael Fred Jaquez
Elen Arakelyan
STUART NG
STEPHANIE JONES BENNETT
SUMMER ELIZABETH ODIN
KATHERINE CURTIS REITNOUER
Sebastian William Payne
STEVEN CHARLES JACKSON
Andrew Steinberg
ALESHA LYNN LOZANO
JOHN FREDERICK REITNOUER
Amandeep Singh
CHRISTOPHER JUDE HAYDEL
HELEN KATHIE LEE
CUONG TU THUYEN
VIVIAN WENLING CHANG
AMIT RASIK PATEL
Matthew Brunner
PATRICK MILLER DANLY
Madison Grace Anderson
SCOTT WINFIELD BURCH

Within 25 miles of Palmdale, CA, Best Investors lists 270 registered investment advisory firms with 679 offices nearby, managing about $15.5T in combined regulatory AUM across 3,078,066 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 Palmdale

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