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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

RKS MANAGEMENT, INC.
MERCER GLOBAL ADVISORS INC.
LPL FINANCIAL LLC
MML INVESTORS SERVICES, LLC
EDWARD JONES
BEVERLY HILLS PRIVATE WEALTH, LLC
MOZAIC, LLC
DAYTON CRAFT MANAGER, LLC
HARBOR ROAD CAPITAL MANAGEMENT LLC
18 FUND MANAGEMENT LLC
BRAND NEW DAY WEALTH PLANNING, LLC
GOBI CAPITAL LLC
OSAIC INSTITUTIONS, INC.
ELYXIUM WEALTH LLC
WELLS FARGO CLEARING SERVICES, LLC
BROMAN & GREIG ASSET MANAGEMENT, LLC
AGG ASSET MANAGEMENT, LLC
STRAVA FINANCIAL, LLC
WEALTH ENHANCEMENT & PRESERVATION, INC.

Investors

GERALD IRA CLEBANOFF
CHRIS CHARLES DUMFORD
BRIAN KAMHUNG LEE
LAWRENCE OTIS MYERS
ARKADY MILGRAM
Kenisha Amar
Nick Vaziri Nejad
IRA HARRY RAVITZ
Bradley S Hammerman
Andrew Fuller
LISA MADELEINE WESTERMARK
SCOTT MARSHALL SHAGRIN
RICHARD LANDER EASTLAND
CYNTHIA JABR
CHARLES CAESAR CLAVER
LYNNE TODD DORSEY
Mark Allan Bogar
YALE I KOFMAN
JEFFREY MATTHEW MORTIMER
TODD NICHOLAS GOLPER
Claire Warren
RAYE VAUGHNN THOMAS
DAVID PAUL BROMAN
ALEX GREGORY GARCIA
Robert Lewis Baker
DAVID LEE BRYANT
BENJAMIN JEFFREY HILL

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