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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

WALLENDER, TIMOTHY JOSEPH
LPL FINANCIAL LLC
CLEVERALPHA
WELLS FARGO CLEARING SERVICES, LLC
J.P. MORGAN SECURITIES LLC
U.S. BANCORP ADVISORS, LLC
CURRENT EQUITY PARTNERS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EPIC FUNDS
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
POINTONE FAMILY OFFICE
ENVISAGE PARTNERS, LLC
WOMACK WEALTH MANAGEMENT, INC.
PLUS CAPITAL
MDRN WEALTH
CERTUITY, LLC

Investors

TIMOTHY WALLENDER
DAVID KEITH BATE
Richard Cabanes
DIMITRI GLAVAS
Asanka De Alwis
Ravy Ly
Lara Jane Deutchman
Michael Steven Padilla
FARHANG AZIZI
Laura Kay Tompkins
William Otis Woodruff
Steven Paul Saiz
Terell Fields
Edgar Higareda
Ashley Peters McGuinness
Michael Elliott Walsh
CHRISTOPHER BRYANT PACKARD
SCOTT HANSON WOMACK
CHARLES HANSON WOMACK
ROBERT STEVEN SELTZER
Henry Giovany Narvaez
John Damion Boyd
JUSTIN A FALZONE
MARK HOWARD UDIS
Michelle Lynn Cooper
Cameron Victor Doty

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