Best Investors Account Sign in

Best financial advisors in Playa Vista, CA

Registered advisers within 25 miles of Playa Vista, CA.

Offices
2,635
Firms
1,156
Combined AUM
$27.4T
Firm-wide filings, not assets booked only here
Clients
3.51M
3,507,216 clients when Item 5C has a number
Avg / client
$7.80M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE FARM INVESTMENT MANAGEMENT CORP.
TALGUARD INVESTMENTS LLC
RAYMOND JAMES & ASSOCIATES, INC.
TOLTON ASSET MANAGEMENT, LLC
LPL FINANCIAL LLC
CHICAGO CAPITAL MANAGEMENT ADVISORS, LLC
WELLS FARGO CLEARING SERVICES, LLC
CITIGROUP GLOBAL MARKETS INC.
MCDERMOTT INVESTMENT ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
DREAMERS MANAGEMENT LLC
XPV MANAGEMENT LLC
EFC WEALTH MANAGEMENT FIRM LLC
TLG ADVISORS, INC.

Investors

ZEESHAN HASAN
TRUNG NHU LE
Gregory John Sander
Matthew Jacob Romero
Katherine Leung Heaney
SCOTT FRANKLIN GROVES STOUT
JUSTIN CRAIG TOLTON
SCOTT CHRISTOPHER TOLTON
Christopher J Cobb
RODRYAN ANGELES MARAYAG
Alexander Spang Taylor
Timothy Shiu-fong Yong
STEVEN JOEL FOX
JASON BRYCE VANCLEF
Arthur A Wexler
Ross William McKnight
DANIEL JOSE VALDES
Josh Brackett
DAVID ABDOUSH
Bren Grand Pre
DEAN MORI SELIGMAN
JANET LEE SIMON
CINDY NGUYEN PHENG
BERNARD GUSTAVO REINA
Anthony Robert Correnti
RYAN TETSUO ONISHI
KELLY SUSANA CENTENO
CHRISTOPHER MICHAEL LITTY
Jose L Quintanilla
JASON MARK MURAI
JOHN JEFFREY YOSHIDA
Angie Phan Vo
RYAN TAKASHI NARASAKI
Sharon San Lam
LEA YUKIKO OKAMURA
Logan Masao Yamamoto
BaRack Little
CORY JAMES CHAPMAN
Dante Jose Sanchez
Barbara Louise Walker

Within 25 miles of Playa Vista, CA, Best Investors lists 1,156 registered investment advisory firms with 2,635 offices nearby, managing about $27.4T in combined regulatory AUM across 3,507,216 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 Playa Vista

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