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Best financial advisors in Porter Ranch, CA

Registered advisers within 25 miles of Porter Ranch, CA.

Offices
1,930
Firms
960
Combined AUM
$26.8T
Firm-wide filings, not assets booked only here
Clients
3.50M
3,495,799 clients when Item 5C has a number
Avg / client
$7.67M
Combined AUM ÷ clients

Nearby offices

Firms

CITIGROUP GLOBAL MARKETS INC.
LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J.P. MORGAN SECURITIES LLC
U.S. BANCORP ADVISORS, LLC
PAUL EDWARD FRITCH CPA
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

AFRIN AHMED
JENNIFER MELISSA DESANTO
JAMES KAING
Raffi Karageuzian
Mathew J Reyna
Katie Jihyun Choi
ZEPYUR VARDANYAN
PETER URRUTIA
Steven Krikul
ANDREW CHARLES ROTH
PAUL EDWARD FRITCH
Mathew Garcia
Alan L. Krone
Sevada Zadooryan
HUMBERTO RURY JIMENEZ
VICTORIA ADRIENNE FRAZIER
ANDREA GUADALUPE OSORIO
Leah Shannon Melendez
MICHAEL MOGHTADER
Megan Mendez
WILLIAM LOPEZ
RYAN FRANCIS TOMINAGA
SEVADA DAVOUDI
Ronald Gary Mann
STEVE DOUGLAS BAKER
CHRISTOPHER J SIMONOFF
Alex E Matsumura
Roman Christian Laus
Caress Ho-king
Jonathan Archila
OLGA KOTOVA WOLF
Sallie Rebecca DeYoung
Austin Tyler Buhtz
Dennis John DeYoung
Josiah David Ball

Within 25 miles of Porter Ranch, CA, Best Investors lists 960 registered investment advisory firms with 1,930 offices nearby, managing about $26.8T in combined regulatory AUM across 3,495,799 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 Porter Ranch

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