Best Investors Account Sign in

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

HIGHTOWER ADVISORS, LLC
EVOLVE PRIVATE WEALTH, LLC
WELLS FARGO CLEARING SERVICES, LLC
TRUE WEST MANAGEMENT COMPANY, LLC
SANCUS CAPITAL MANAGEMENT LP
RESMARK EQUITY PARTNERS, LLC
FENUL LLC
FENUL WEALTH MANAGEMENT LLC
VALUE ROTATION STRATEGIES LLC
AVENTINE CAPITAL MANAGEMENT LLC
DAIMYO INVESTMENT MANAGEMENT LLC
OPPENHEIMER & CO. INC.
MUTUAL OF OMAHA INVESTOR SERVICES, INC.
LEGACY WEALTH MANAGEMENT, LLC
ST. CLOUD CAPITAL
AMI ASSET MANAGEMENT CORP
WEINBERGER ASSET MANAGEMENT, INC
KAHN ASSET MANAGEMENT
HCR WEALTH ADVISORS

Investors

Drew Daniel Morwood
Szi Kiat Lee
Daniel Dongmin Kim
Mitchell Ito
Adam Jake Schwartz
Nicholas Andrian
EDWARD J KAHN
Timothy Aaron Day
Armen Kesian
ELEANOR WEINSTOCK
JONATHAN ADAM LEWIS
HANK JAY KRAKOVER
BARBARA MORENO
CHELSEA AUGUSTA TRAUB
ADAM LAWRENCE WEINSTOCK
Armen George Keheyan
RAZMIG KEVORK DER-TAVITIAN
Luke C McGrath
GLEN DAVID STRAUSS
Joshua Amar Sehwani
MICHAEL TOBIN BILL
STEVEN TANN
CHRISTOPHER CASPIAN ARUFFO
CHARLES H. HUTCHINSON
RYAN JAY GRASHOW
MARIANNE DIONISIO TALAVERA
DAVID IAN SOLOWAY
MAYRA R HARO
KEITH M SHISHIDO
HERBERT JOEL SEGALL
CINDY OUTLAW-JOHNSON
CHARLENE PRECIADO
SUSANNA KIM BRACKE
HADI DURALI
BRENDA E CHAVEZ
MEREDITH B WU
CAROLINE ROSE WERLIN
STEVEN THEODORE SANTUCCI
ALBERTO ZAPATA ABAD
JUSTIN MICHAEL FRIEDLANDER
ROGER BARCLAY HALL
BRIAN THOMAS WHITNEY
JONATHAN STEWART HOOT
DAVID EFREN SOSA
CHARLES J PHILIP GLICK
ANDREW LAVOIE
ALAN JAY GLICK
LAWRENCE PRESTON RUDERMAN
VICTOR ELIAS RESKIN
MICHAEL L KRAMER
WILLIAM NACHMAN ORKIN
MARK THOMAS LINDEE
CHARLES LAWRENCE FRIEDLANDER
PAUL JOSEPH VANNUKI
JAMES PHILLIP ZEUTZIUS
TYLER DONALDSON CREMER
MICHAEL J SQUELLATI
JOE T CHAN
SAM HASSAS ROUDSARI
Drew William Holden Clanton
tayeb ayat
ADAM MICHAEL SCOTCH
LEDA JOAN OZMEN
TUYUN BRIAN RA
MICHAEL BRUCE LEMKIN
ROBERT DAVID ROSENSTOCK
KEVIN CRAIG SALK
JUDITH GERETTE GORDON
ANITA MARIE DAGUILAR
IRWIN NORMAN MAZUR
FENG SHEN
ADAM MANNA QUARELLO
GREGORY BAINES IGLOW
KAREN DALMAU
SEAN MEIER
MAXWELL ADDISON LUCK
DEVON BRETT SILBER
REIJI CHRISTOPHER KODAMA
MICHAEL HOWARD ROSENMAYER
RAYMOND LEW
KEVIN FOSTER FRIEDMAN
MARK JOSHUA ROMAN
BRUCE JAY LESSINGER
RANDY FARZIN MOSHTAEL
MERRELL GERARD SIEGEL
MARK WILLIAM WEINBERG
DEREK SCOTT RADULSKI
FRANKLIN MOHRI
LALEH HAKIMI
AIDA Shahid MCNAMARA
vito Giovanni Roberto
William Franklin Larsen
Richard Mark Schimbor
WILLIAM HOWARD TANNER
PETER MAINSTAIN
KATHARINE KIM
ANDREW STEVEN ZAMFOTIS
MATTHEW TOD HUMISTON
Andrew B. Kim
CHRISTIAN RUSSEL SESSING
Alison Rachel Weinberger
ALEXANDER BRIAN WEINBERGER
COLEEN SUZETTE EDWARDS
DAVID JOSEPH HINDLER
STEVEN JEFF WEINBERGER
Alexander Christian Collins
Matthew Jack Heller
GREGORY SANDOR HELLER
JORDAN LINDSAY KAHN
SHAWN STAUFFER LANDIS
STACEY PANENHANOUVONG
STEVEN Jeff CAMPEAS

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