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Best financial advisors in Rancho La Tuna Canyon, CA

Registered advisers within 25 miles of Rancho La Tuna Canyon, CA.

Offices
2,294
Firms
1,088
Combined AUM
$27.1T
Firm-wide filings, not assets booked only here
Clients
3.50M
3,498,656 clients when Item 5C has a number
Avg / client
$7.76M
Combined AUM ÷ clients

Nearby offices

Firms

METWEST REALTY ADVISORS, LLC
FREEMAN SPOGLI
CRESCENT CAP ADVISORS, LLC
CRESCENT CAP NT ADVISORS, LLC
CRESCENT CAPITAL BDC, INC.
ARISTOTLE CAPITAL MANAGEMENT, LLC
ASPIRIANT, LLC
B. RILEY VENTURE CAPITAL, LLC
CRESCENT CAPITAL GROUP LP
LSP LISBON LLC
JEFFERIES INVESTMENT ADVISERS LLC
BRENTVIEW INVESTMENT MANAGEMENT, LLC
CAPITAL GROUP PRIVATE CLIENT SERVICES, INC.
B. RILEY WEALTH PRIVATE SHARES
WHITTIER ADVISORS, LLC
B. RILEY WEALTH ADVISORS, INC.
CAPITAL CLIENT GROUP, INC.
AVANTE CAPITAL PARTNERS LP
MAR VISTA INVESTMENT PARTNERS, LLC

Investors

GEOFFREY SCOT STEWART
WILLIAM J. AVERILL
DONALD RICHARD WISE
RAYMOND JUDE BERTRAND
William Ellison
Connor Mickelsen
Kristin Demor Grant
Moshe Goldstein
Yili Xiong
Braeden Salazar
DAVID MICHAEL MARTIN
ROBERT REID WOMACK
KRISTIE LYNN LESLIE
RYAN GEORGE HORAN
IAN ERIC SPETNER
Tejas Shrinivas Shirguppi
RANJIT SINGH SUFI
MINDY BETH TANKEL
GREGORY RYAN SCHICK
MARC CASTELLANI
KAREN RUTH BLODGETT
RYAN TRAGER NELSON
LINA M SANCHEZ
NICHOLAS HOGAN RUZETTE
CAMILA IRIS KREMER
JAN NICOLE RAMIREZ VEGA
WENDY CAROL WILDEY
BRETT ALLEN GOOKIN
JOHN DAVID ALLEN
VIRGINIA IRENE KING
MICHAEL STUART ANGELL
SAMANTHA SONG PARK
TIMOTHY WINFIELD HARVEY
CHRISTOPHER JAMES KAZMER
Matthew William John Sharp
LINDA KAYE KITCHENS
ANDREW PATRICK HAMILTON
SAM LEE
DEVIN DUFFY CRUISE
MICHAEL WILLIS KING
SANDRA LEIGH BRAGAR
ROBERT JOSEPH FRANCAIS
EMILIO V ALIX-BRANTLEY
DANIEL M MOAS
Gina Marie Willkomm
Michael Wu
Fernando Sanchez
Adam Christopher Slade
Owen Arthur Reynolds
Nolan Sapigao Alinsod
Pratibha Yadav
BRADLEY ALAN WEBER
KAREN MARGARET CLAPP
DAVID CHRISTOPHER GRECSEK
PAUL JOSEPH HYNES
ADAM EVERETT STANLEY
Anna Marie Van Pilsum-Johnson
LISA MARIE COLLETTI
MICHAEL B. WEISSMAN
GREGORY K CHO
CYNTHIA MARIE ARAGON
Shant Kevin Gourdikian
Ronald Locatelli Flores
Richard Gutierrez
David Archila
Mariella Ann Caruso
Emily Konrad Lantz
Tenny Elize Adourian
THOMAS JOHN KELLEHER
Harley Travis Moore
STEPHEN CHUNG-YEE LOH
JOSEPH BYRON DOWD
JEFFREY BOWDITCH PRESTINE
JOSHUA JOSEPH HONEYCUTT
BRIAN LEE MASSEY
SILAS ALGIA MYERS

Within 25 miles of Rancho La Tuna Canyon, CA, Best Investors lists 1,088 registered investment advisory firms with 2,294 offices nearby, managing about $27.1T in combined regulatory AUM across 3,498,656 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 Rancho La Tuna Canyon

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