Best Investors Account Sign in

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

KITTYHAWK VENTURES, LLC
VARSITY HEALTHCARE PARTNERS
POWER ASSET MANAGEMENT LLC
CITYVIEW MANAGEMENT SERVICES, LLC
CFT CAPITAL MANAGEMENT, LLC
BARNES & COMPANY INVESTMENT COUNSEL, LLC
BULLBEAR INVESTMENT MANAGEMENT, LLC
PACIFIC GATE CAPITAL MANAGEMENT
POWER FORWARD MANAGEMENT, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RBC CAPITAL MARKETS, LLC
PRIVATE FINANCIAL COUNSELING
INDEPENDENT WEALTH NETWORK, INC.
UNITED CAPITAL FINANCIAL ADVISORS
MACRO ADVISORS, LLC
CRIT VENTURES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
FIRST FOUNDATION ADVISORS

Investors

MICHAEL RICHARD POWER
CANARD EMILE BARNES
RONALD T. THEDA
Lynn Ann Boland
KYLE TURNEY HOLCOMB
DANIEL WILSON JOHNSON
KIMBERLY JOHNSON
GRAHAM DYLAN OKELLY
REVA SHAKKOTTAI
EMILY MARIE KERNE
Paul Melendez
Jack E Fitzgerald
John R Prince
GRANT DAVID DEVAUL
ALAN RAY POCHTER
MITCHELL POCHTER
DANIEL ROBERT LEVIN
SCOTT MACGREGOR DENNISTON
MICHAEL DAVID ROSKOPF
STEPHEN EUGENE SCHERER
Joseph Malhas
Timothy Streufert
STEPHEN ALEXANDER GILCHRIST
JAMES LAURENCE REHFELD
MICHAEL-ALEXANDER BENJAMIN UFKES
DANIEL MATTHEW GABLER
GEOFFREY SCOTT PAUL
Gregory Ashjian
MICHELLE BAO-CHIEU NGUYEN
PAUL EDWARD MILLER
WILLIAM BRYANT PIERREPONT

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