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Best financial advisors in Panorama City, CA

Registered advisers within 25 miles of Panorama City, CA.

Offices
2,451
Firms
1,157
Combined AUM
$27.6T
Firm-wide filings, not assets booked only here
Clients
3.50M
3,503,211 clients when Item 5C has a number
Avg / client
$7.88M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CITIGROUP GLOBAL MARKETS INC.
AMERIPRISE FINANCIAL SERVICES, LLC
J K R & COMPANY, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WEALTH MANAGEMENT
MILLENNIUM INVESTMENT SERVICES
WEISS ALTERNATIVE VENTURES, LLC
LPL FINANCIAL LLC
BANKERS LIFE ADVISORY SERVICES, INC.
OSAIC WEALTH, INC.
U.S. BANCORP ADVISORS, LLC

Investors

Marcia I. Herrera
MANUEL VIADERO
MASON TURNER
SEAN R COUMANS
JOHN FREDERICK PIERACCI
Jay Pernsten Henriksen
JAMES ANDREW ELLIS
FREDERICK JAMES PIERACCI
AnteriasNerses Hindoyan
Ramez Haddad
Hernan Martinez
Sergio Tirado
BARRY IRA HOROWITZ
ANTHONY MICHAEL REED
LUSINE LUCY GABRIELYAN
RONALD J RUBIN
Marisela Contreras
Angel Matos
IOAN GRIGOR
Jamshid Seleh
Julian Armand Garcia
ANNA MARIE TURCO
Juan Alberto Escobar
Arda Kara Thomas
Leila Chaparian

Within 25 miles of Panorama City, CA, Best Investors lists 1,157 registered investment advisory firms with 2,451 offices nearby, managing about $27.6T in combined regulatory AUM across 3,503,211 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 Panorama City

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