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Best financial advisors in Santa Clarita, CA

Registered advisers within 25 miles of Santa Clarita, CA.

Offices
1,727
Firms
848
Combined AUM
$22.4T
Firm-wide filings, not assets booked only here
Clients
3.49M
3,485,351 clients when Item 5C has a number
Avg / client
$6.44M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
GIBBS WEALTH MANAGEMENT, LLC
U.S. BANCORP ADVISORS, LLC
CONTINUUM ADVISORY, LLC
HARTMAN FINANCIAL PLANNING
J.P. MORGAN SECURITIES LLC
EDWARD JONES
VANCE WEALTH
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC
CITIGROUP GLOBAL MARKETS INC.
THRIVENT INVESTMENT MANAGEMENT INC.
EAGLE STRATEGIES LLC
CETERA INVESTMENT ADVISERS LLC
CRUX WEALTH ADVISORS
NEWEDGE ADVISORS
PROSPERITAS FINANCIAL, LLC

Investors

NILTON RODRIGUES
DERICK O'NIEL LEGG
Baron Douglas Lee
NICHOLAS ANTHONY LENTINI
BRADLEY J HARTMAN
Anna G Lozada
Patrick K. Batac
Karen Ann Roberts
Susan Selene Kakiki
Zachary Oliver Johnson
JOHN MICHAEL VANCE
JASON PAUL LANE
CHRISTOPHER ROBERT PELCH
TYLER STEVEN TILTON
NIALL BRENNAN SHAFFERY
BRONSON STANLEY FEUER
Lucas Joseph Mendoza
JERROD JAMES FERGUSON
CARRISA FLORES
Anthony Roy James Goring
Sierra Alessandra Cappella
CALVIN DEAN HEDMAN
FRED ESCOBEDO
STEPHEN GEORGE MCKEE
GARY PENG WEI
Adam Paul Wims
BRET WILLIAM WIMS
GURCHARAN SINGH SONI
ROBERT JOHN STERN
Jeffrey Morgan
GEORGE A REYES
Lori A Goodwin
LEON FRANCIS SMITH
Kenneth William Newberry
CARL JOSEPH CUDDY ERMELBAUER
Frederick Kenneth Arnold

Within 25 miles of Santa Clarita, CA, Best Investors lists 848 registered investment advisory firms with 1,727 offices nearby, managing about $22.4T in combined regulatory AUM across 3,485,351 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 Santa Clarita

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 DIMENSIONAL FUND ADVISORS LP 3 clients · 269 advisers $1.02T AUM 6 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 7 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM