Best Investors Account Sign in

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

HAROLD DAVIDSON & ASSOCIATES, INC
ALIGNE WEALTH ADVISORS INVESTMENT MANAGEMENT (AWAIM)
OMNIQUEST CAPITAL, LLC
K FUND CAPITAL MANAGEMENT, LLC
REMY INVESTORS & CONSULTANTS, LLC
MURAWSKI WEALTH MANAGEMENT
FREQUENCY CAPITAL ADVISORS, LLC
HCR WEALTH ADVISORS
MERCER GLOBAL ADVISORS INC.
SYMBIOTIC CAPITAL
PCCP, LLC
GALLANT CAPITAL PARTNERS LLC
VIDA VENTURES ADVISORS
VIDA VENTURES MANAGEMENT
BREAKTHROUGH PROPERTIES
ALIMENT CAPITAL, LLC
AG ASSET ADVISORY, LLC
NEUBERGER BERMAN BD LLC
J.P. MORGAN SECURITIES LLC
CLAIRMONT CAPITAL GROUP, LLC

Investors

VICK KHOBOYAN
CRAIG ERIC FARKAS
HAROLD ALAN DAVIDSON
Stephanie Chow
Jacob Randall Weston
IVAN MANUEL ILLAN
Xi Zhang
JONAS BOB LEE
Andrew Porter Dirks
MATTHEW JAMES MURAWSKI
ADEYEMI A WINFUNKE
STEVEN Jeff CAMPEAS
Andrea Shieh
Hrachya Rich Davtyan
CHRISTOPHER GOMEZ
ANTHONY MICHAEL GLOMSKI
JASON PATRICK GOLDBERG
ALFREDO GIBRAN REYES
LISA HUNTLEY REED
DECLAN THOMAS REDFERN
OLGA DEPERIO FLORESCA
JEFFREY ADAM MAJIT
Curtis Anthony Goldsmith
Jason Michael Bernier
CHRISTOPHER JOHNSON
Steven Scott Kurland
Gavriel Unger

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