Best Investors Account Sign in

Best financial advisors in Saticoy, CA

Registered advisers within 25 miles of Saticoy, CA.

Offices
395
Firms
168
Combined AUM
$14.5T
Firm-wide filings, not assets booked only here
Clients
2.67M
2,674,150 clients when Item 5C has a number
Avg / client
$5.42M
Combined AUM ÷ clients

Nearby offices

Firms

COMMONWEALTH FINANCIAL NETWORK
BERNZOTT CAPITAL ADVISORS
KINGSGROVE MANAGEMENT, LLC
CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
PRIVATE ADVISOR GROUP, LLC
THE RENAISSANCE GROUP
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
WELLS FARGO CLEARING SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J.P. MORGAN SECURITIES LLC
LPL FINANCIAL LLC
CITIGROUP GLOBAL MARKETS INC.
MESA WEALTH MANAGEMENT

Investors

ALEXANDER ALEXANDER LYSKIN
MARK ALEXANDER SCOTT
Curtis Joel DeBoni
JOSEPH BENEDICT MCCARTHY
RONALD DAVID SPEAKMAN
MELANIE ALLISON MARTINEZ
PETER ARNOLD HOCKENMAIER
TIMOTHY JAMES WARREN
Kevin Folino
David Patrick Wire
DAVID PAUL FOLINO
JOHN HARRISON GRAVES
CHRISTOPHER RAY MCDONALD
SEAN DAVID PATRICK
JORGE LOZANO
RODOLFO RUIZ
Gerardo Melgar
Florencio Greg Ayala
Diego Reyes
Sean Quinn Leonard
Gabriel Patrick Swan
Elio Antonio Martinez
DAVID MILLES DANIEL
Logan David Ludwig
RENE STUART RANDEL
LUCIA CARRILLO PEREZ
Sandy Rita Mesa
JORGELINA ROISENZVIT
David Biggs

Within 25 miles of Saticoy, CA, Best Investors lists 168 registered investment advisory firms with 395 offices nearby, managing about $14.5T in combined regulatory AUM across 2,674,150 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 Saticoy

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM