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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

CENTAURUS FINANCIAL, INC.
J.P. MORGAN SECURITIES LLC
EDWARD JONES
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CITIGROUP GLOBAL MARKETS INC.
WELLS FARGO CLEARING SERVICES, LLC
U.S. BANCORP ADVISORS, LLC
CETERA INVESTMENT ADVISERS LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RATIO CAPITAL
OWLSENSE WEALTH & LEGACY ADVISORS LLC
CRUX WEALTH ADVISORS

Investors

RACHEL ANN SCOTT
SEAN BURR
JaNelle DeMott Mattson
Andrew Javier Gonzalez
Manuel Ceja
Candelario Topete
Hugh Michael Fisher
ANDREW CHARLES ROTH
PAULA ALICIA MILLER
Mathew Garcia
Alan L. Krone
VICTORIA ADRIENNE FRAZIER
ANDREA GUADALUPE OSORIO
Leah Shannon Melendez
HUMBERTO RURY JIMENEZ
WILLIAM LOPEZ
RYAN FRANCIS TOMINAGA
SEVADA DAVOUDI
Steven Krikul
Katie Jihyun Choi
ZEPYUR VARDANYAN
PETER URRUTIA
ROBERT JOHN ARSHAGOUNI
Raffi Karageuzian
Mathew J Reyna
JAMES KAING
JENNIFER MELISSA DESANTO
AFRIN AHMED
JOSE ALVARO TEJADA
TONY WAN KIM
Preston Jacob Kiledjian
ARDEM MICHAEL KILEDJIAN
Kenneth William Newberry

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