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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

LPL FINANCIAL LLC
HORIZON WEALTH MANAGEMENT
CORIENT
J.P. MORGAN SECURITIES LLC
RAYMOND JAMES & ASSOCIATES, INC.
BRISTLECONE VALUE PARTNERS, LLC
TOTAL WEALTH SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
SHRIER WEALTH MANAGEMENT, LLC
ARGYLE CAPITAL PARTNERS, LLC
TIMBER GROVE VENTURES LLC
OSAIC WEALTH, INC.
CITIZENS SECURITIES, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BEDROCK FUND MANAGEMENT, LLC
COMPOSITION CAPITAL LP
ELDRIDGE ACRE PARTNERS, LP

Investors

ANDREA JOYCE SPATZ
GRANT SPENCER WALLENSKY
LEWIS MORTON WALLENSKY
BARBARA M ABUNDIZ
BRUCE IRWIN HEYMONT
Robert Drew Bodner
Jose R R Mendez
Ali Z Alavi
Ani Manukyan
Jesus E Oquendo
Joseph Michael Shelly
Justin Nolan Hannah
Matthew Nordahl
GHAZAL BARJESTEH
FARHAD SEAN BADII
JORGE ANDRES ONTIVEROS
Arash Jahanbigloo
MICHAEL ROCHA
Anthony Alfaro
DE ANDRE LAMAR
Peter Yanni
Trang Vo
Adria Cota
Justin Meir Haim
Kevin Ma Bedolla
Joel Simaie
Anna Farzam Pourdavoud
Michael Kiamzon
Imad Sharan
Jared Weinman
Nicolas R Gentin
Daniel Olin Jennings
Dominique Brenea Jordan
Alec Feinstein
Michael Mavredakis
Kevin Duong
Leonard Scott Thomlison
Peter Brotherton
George L Buza
Keith Webster
Daniel Joseph White
John Perry
Michael Schanna
John Michael Cunningham
Olga Ewelina Davis
Bruce Lyle
PAMELA L BENNETT
Philip Pluta
ARTHUR ANGULO
JOSEPH PATRICK LALLY
Blake Bertea
Gregory James Webster
KASANDRA V SCHINDLER
JOHN BRECKENRIDGE BARNES
Maureen A Flanagan
James P Fletcher
JOHN CHARLES MCNAMEE
KEVIN LYNN
TYLER GILMORE
Ethan Leff
Charles Leitch
Willy Rodriguez
Matthew Lewis
Jared Godair
Austin Mascorro
Danielle Mulroy
Maria Lourdes Ochoa
Vanessa Avendano Aguilar
Lucy Samuel
Drew Yezbak
Allison Angell
J. Joseph Lally
William D Caprine
MARK TIMOTHY REHMS
O'Zell Golden
Stephen R. Seo
Katarina Markovic
Noah E Fox
ALAN MARC SOLTMAN
DAVID REX FLEER
JEAN-LUC FRANCOIS NOUZILLE
JOSH TODD GRAYBILL
BRANDON M BERMAN
Keith Gray
Nicholas Giannakopoulos
Joseph Jordan Migdol
JACOB MAURICE FERRY
Ivan Tokarev
Jon Raymond Dahlstrum
DAVID TREJO
JACOB JACK DAHLSTRUM
ZACHARY LOREN SHRIER
LINDSAY SHRIER BOURKOFF
H. STEVEN SHRIER
ADAM BERTRAND SCOTT
JOSHUA GREGORY RUDOY
PAMELA RODRIGUEZ
Rodney Joseph Olea
Katayoun Attaii
Eric Katanian
EDWARD SEONG WOOK SHIM
JOSEPH ALBERT WINGARD
JAMES SANGYUN ROH
Garnik Chamichyan
NISSIM AFRIAT
CALEB SAVEA DOLIFKA
ZACHARY JAMES HALLORAN
Cathy W Choi
Troy Stephen Edwards
Perry S Richards
Nazie Saffari-Moini
H STEPHEN ERIK SCHLOSS
STEPHEN E APPLEBAUM
Terance T Power
CAMELIA YOUSSEF BARSOUM
TALIAH YVONNE CABRERA
Brendan McMahon
ARIN BABAKHANIAN
Angela Yasharel
Austin Thomas Pettibone
Abraham Aaron Ebriani
Tina Ranjbar
William Favreau
Brian T Sixt
David JAY Young
DONNA L DE LEON
Brenton A Hamlet
HAROLD CHARLES SCHLOSS
JEFFREY MORGAN MASON
VIVIAN MARIE VAZQUEZ
Constante Ross Abaya
Nancy C Neal
KEVIN SCOTT CALDERON
Kennon Rene McCarthy
NADER RAZAVI
RYAN PATRICK ALLEN
William Alexander Tarrab
HISASHI SAKASHITA
Valeriano Parayao
Anto Armani Shakelian
Ashley Clayton Rochester
Jay T Chazev
DEVIN SIXT
Robin Jay Kim
Craig Vassell
Lauren E Halloran
Adam Sebastian Labi
KERRIE LOUISE BOND
Mike Seropian
Joseph Ben Novian
Joshua Zingaro
Eric Yu
Carol Wong
Noah R Solis
Rafael Mendez
MICHAEL BURCHIERI
Gary R Davis
George W Hugh
NICHOLAS DELF CHILDERS
SUSAN LUCY WINGARD
FELICIA HILLARY SANDY DELGADO
JEFFREY ROBERT TYLER
MICHAELA MONIKA CATLIN
JULIA LOUISE ARUJO
JOHN GREGORY MARKOFF
NORMAN RALPH SAIGER

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