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Best financial advisors in Shadow Hills, CA

Registered advisers within 25 miles of Shadow Hills, CA.

Offices
2,116
Firms
1,018
Combined AUM
$27.1T
Firm-wide filings, not assets booked only here
Clients
3.50M
3,497,492 clients when Item 5C has a number
Avg / client
$7.73M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
U.S. BANCORP ADVISORS, LLC
CITIGROUP GLOBAL MARKETS INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
SUNSET VENTURE PARTNERS, LLC
VON ADELUNG WEALTH MANAGEMENT
CALIFORNIA CAPITAL MANAGEMENT
KENSINGTON AMI, LLC
BENE WEALTH MANAGEMENT COMPANY
ROYAL FUND MANAGEMENT, LLC
WELLS FARGO CLEARING SERVICES, LLC

Investors

Juan Alberto Escobar
Leila Chaparian
THOMAS KIM
Roberto Antonio Garcia Leon
MATTHEW KEVIN FLYNN
Erin M. Cottom
Nicholas Mays
ROBERT GEORGE CHIRANIAN
DANIEL BRYAN ALDRICH
Tanya ALEJANDRA Sanchez
DANIEL MUNIZ
Gray von Adelung
Trevor Lalisan
Leor Solomon
MARIA ESTHER URIBE
Tercel Cameron West
Jason Barba
CHRISTOPHER ELLIS
Marcia I. Herrera
RONALD J RUBIN
VATCHE DERASSOYAN
EMILY ELIZABETH LOGAN
Amir Tavakol
Tara Helen Koda
BRADLEY JAY SALO
BENJAMIN LUPU
KELLY WOO
MICHAEL KENNETH BUDNICK
ARTONO BUDHIMAN
VAHE MOVSESYAN

Within 25 miles of Shadow Hills, CA, Best Investors lists 1,018 registered investment advisory firms with 2,116 offices nearby, managing about $27.1T in combined regulatory AUM across 3,497,492 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 Shadow Hills

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