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Best financial advisors in Santa Susana, CA

Registered advisers within 25 miles of Santa Susana, CA.

Offices
1,572
Firms
782
Combined AUM
$22.1T
Firm-wide filings, not assets booked only here
Clients
3.47M
3,467,370 clients when Item 5C has a number
Avg / client
$6.39M
Combined AUM ÷ clients

Nearby offices

Firms

TORTUGA ADVISERS LLC
BRIDGE THE GAP RETIREMENT PLANNERS
THE INDEPENDENT FINANCIAL GROUP
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
AMERIPRISE FINANCIAL SERVICES, LLC
MISSION WEALTH MANAGEMENT, LP
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
COMMONWEALTH FINANCIAL NETWORK
LPL FINANCIAL LLC
PFS INVESTMENTS INC.
CENTAURUS FINANCIAL, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PB CAPITAL
MILA CAPITAL ADVISORS, LLC

Investors

BRYAN SCOTT CURRY
ANDREW THOMAS GERHARTZ
VINCENT MARTIN PADILLA
Gregory Lewandowski
Roman Kisz
KAMI LYNN MOLIN
JAMES MARION LORENZEN
Kailey Nicole Wagner Craig
RICHARD SHIPLEY GRAHAM
BRADLEY BRONK
PAMELA LYNN PHILBROOK
LARRY BLACKBURN PHILLIPS
TIMOTHY PATRICK MCINNIS
WILLIAM ALFRED MUSKAT
WENDY ELLEN FLEISCHMANN
SUKHVINDER KAUR
HENRY WILLIAM ROMERO
SERGIO CABRAL
Brandi Tiara Johnson
Ensieh Kharghanian
OLGA KOTOVA WOLF
MARK JOSEPH MENNE
Ian Andrew Rand
Miccal T Jackson
CHRISTOPHER J SIMONOFF
Patrick Thomas Bolger

Within 25 miles of Santa Susana, CA, Best Investors lists 782 registered investment advisory firms with 1,572 offices nearby, managing about $22.1T in combined regulatory AUM across 3,467,370 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 Susana

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