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Best financial advisors in Sherman Oaks, CA

Registered advisers within 25 miles of Sherman Oaks, CA.

Offices
2,601
Firms
1,192
Combined AUM
$28.2T
Firm-wide filings, not assets booked only here
Clients
3.50M
3,503,717 clients when Item 5C has a number
Avg / client
$8.05M
Combined AUM ÷ clients

Nearby offices

Firms

RCF ASSET MANAGEMENT GROUP 4, LLC
RSC ASSET MANAGEMENT GROUP, LLC
RSC INDUSTRIAL ASSET MANAGEMENT GROUP 2, LLC
RCF ASSET MANAGEMENT GROUP 3, LLC
MARELLO INVESTMENT ADVISORS, INC.
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
KATAM HILL LLC
THE WEALTH CONSULTING GROUP
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
MORPHEUS ADVISORS
BELAY INVESTMENT GROUP, LLC
HIGHLINE ASSET MANAGEMENT, LLC
HIGHLINE WEALTH PARTNERS
WRW WEALTH ADVISORS
MORGAN STANLEY
UBS FINANCIAL SERVICES INC.
HILLTOP SECURITIES INC.
LPL ENTERPRISE, LLC

Investors

Ryan Patrick Lynch
Tori Lemuel Samuel
ANDREW JOHN FLEMING
Francesco Setola
KURT WEEGAR MACMILLAN
JAMES ROBERT PHILLIPS
PAMELA SUE MARSHALL
ANTOINE KTHUY LE
JORGE F DE GIORGIO
Adam Simon Gold
JENNIFER HAN MALEK
CHAD MATTHEW WEBER
Abdulla Mirpur
SAMEER FERRELL
ANDY BOB CHONG
HUGH ARI MEYER
RYAN DAVID MEACHAM
Brian Robert Grimditch
Jamie Noelle Rugg
Clark Christian Evans
RICHARD BARNETT
LISA IRWIN STERNBERG
DAVID KAORU YOSHIOKA
BEN EMONS
AARON DEJUAN MORRIS
SHAWN JEN HSIEH
JONATHAN CHRISTOPHER RUGG
Sevag Ossipian
AMANDA LAUREL ROCCA
MILLU CHANG RAMIREZ
LIONEL BENJAMIN TAPIERO
DAVID ALAN HARTMAN
LAURA GABRIELA GARCIA
MIKHAIL JARED HESS
MERCEDES L GUEVARA
CRAIG IRWIN BLOOM
KEN BROZKI
JONATHAN PATRICK O'BRIEN
Chad William Kruger
ANDRES PIO
MICHAEL R BURT
NICOLAS BLATSIOTIS
ANDREW CHONGWOO KIM
HOLDEN C HARTMANN
Jennifer Ann Chapman
Trevor Lowe
Ari Y Brozki
Dylan K Juca
DILINA ISHO
MAGDA ISKANDAR POKORNY
MARK EDWARD FURRER
MICHAEL JAMES CHAN
MELISSA ELIZABETH DELAHOUSSAYE
Rances Mendoza Sainz
CORY M BLOOM
VAHE BABAN
Alejandro Gallegos
Warren Matthew Friedland
GABRIEL ALONZO CASTELLANOS
Caitlin E Bloom
ELAINE DIANE HABIF
CHRISTINE KOHL
JENNIFER ONGSIAPCO ATIENZA
Jason MATTHEW Selzer
NATALYA FIKHMAN
ADAM IRA MARCUS
SUSAN ROMAINE
ROSHAN GHAZNAVI
JASON BRENT KRISCHER
NICHOLAS PETER KALDIS
CARL VERNON CEDER
BARRY LEWIS PINSKY
SHAWN ALAN SHAFER
RYAN RAFAEL GODLIMAN
Sophie Rose Abrams
Anita Kazanjian
HOWARD LYLE ABRAMS
MICHAEL NAZARIAN
JASPREET SINGH PURI
Matthew B Seukunian
DAVID MANDEL
JOHN VICTOR LIPARI
Kate Sarah Freeman
KATHERINE ERIN EHLERS
EFRAIN FELIPE BORENSTEIN
PAUL LAWRENCE WUNSCH
CHRISTOPHER D GOOD
ADAM RAY MELVILLE
TYLER COLE MALINGER
RONALD LEE GERSHON
MICHAEL ROSS NATZIC
GARY STEVEN FRAZEUR
PETER GEORGE CAPPOS
MILFORD LEE STERN
BARBARA FRENKEL
MICHAEL DAVID KARP
STACY LYNN STERNPORTMAN
JEFFREY MICHAEL MARGOLIS
Thomas Michael O'Connell
ZACHARY DAVID SABO
HYUNSEON ROE
JEFFREY PAUL NEWITT
Guillermo Antonio Saade
SEAN CARROLL
Gianluca Vitagliano
CAMERON KASHANI
Andrew Russell Hewitt
GEORGE JOHN ALEXOPOULOS
LAURO ALWYN BRAGANZA
Jeffrey Takeo Tanaka
Spencer Schreiber Miller
JORDAN KATSUJI YOSHITAKE
MICHAEL MIDEUM HAN
Alexander D. Burum
MARK D DUNTZ
MIGUEL Angel Hernandez
Michael Peter Kim
Robert Patrick Beamer
Zhihua Tang
Olga Gorokhovsky
ALEC HONG
ALEKSANDER PETER RASSEKHI
FRANK SUN
CASIMIR BALTAZAR NOCON
MICHAEL ANGELO LIRA
Byron Glenn Camp
MARIVIC DAR
CLARA SUNGYUN PARK
William Mai
PHILLIP VERTIN
Courtney Rhuez Sprinkle
Nathaniel Anthony Huck
SEAN Michael BENHABIB
Patrick Bunyamanop
MARY HUONG NGUYEN SAPADEN
Christopher Anthony Faulk
Han Kyul Kim
SHARON L YOUNG
MICHAEL David HERNANDEZ
Jeff Kritzberg
PARKER MECHAM
Jennifer Rong Hua
JACOB YASHAR
MICHAEL LIENERT
OLGA ALEKSANDROVNA GUREVICH
CLAUDIA Y BACKMAN

Within 25 miles of Sherman Oaks, CA, Best Investors lists 1,192 registered investment advisory firms with 2,601 offices nearby, managing about $28.2T in combined regulatory AUM across 3,503,717 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 Sherman Oaks

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