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Best financial advisors in Sherman Village, CA

Registered advisers within 25 miles of Sherman Village, CA.

Offices
2,617
Firms
1,191
Combined AUM
$27.7T
Firm-wide filings, not assets booked only here
Clients
3.50M
3,503,294 clients when Item 5C has a number
Avg / client
$7.90M
Combined AUM ÷ clients

Nearby offices

Firms

MORGAN STANLEY
STRATOS WEALTH ADVISORS LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
OSAIC WEALTH, INC.
MANCHESTER FINANCIAL INC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EAGLE STRATEGIES LLC
ALBITZ/MILOE AND ASSOCIATES, INC.
WELLS FARGO CLEARING SERVICES, LLC
RKS MANAGEMENT, INC.
MERCER GLOBAL ADVISORS INC.
LPL FINANCIAL LLC
MML INVESTORS SERVICES, LLC
EDWARD JONES
J.P. MORGAN SECURITIES LLC
PFS INVESTMENTS INC.
ALIGN INVESTMENT ADVISORS, LLC
CETERA INVESTMENT ADVISERS LLC

Investors

Brandon J Butler
AURA LEWANNA CARMI
KATE ELLEN SWEETMAN
DANIEL THOMAS KHOURY
NICHOLAS SONDGEROTH
ROBERT ELLIOTT MUMMEY
Seth Christian Catanese
FRANKLIN SCHENECK WHITEHOUSE
LAURA JO Navarro
STEVEN MICHAEL REZZELLE
STEVEN SCOTT
MARIO VALVERDE
JANIKA DOMINGO
MARK WEIDERMAN
ROBERT JAMES KATCH
ALAN SCOTT HOPKINS
BERTHA VALENTINE
David J Eagle
PAUL EDWARD BARTSCHI
Brice Redmond
MATTHEW B HERRON
ROBERT E CLARK
SASAN NIKOOMANESH
CHASE FOLLMER
Jason Scott Leibovitch
Dhaval Patel
Faten Khoder
Awanti M Desai
Spencer D Williams
Linda Mead
MARTIN WASCHITZ
Eyal Yaffe
MICHAEL J MCGOVERN
ANTHONY Jorge CONSIGLIO
Adam PAUL Hammer
ROBERT JAMES EAST
Miregi O Huma
DANIELLE Nicole SHELTON
JOEL CHRISTOPHER BARKER
KATAYOON BAHADORANI
JORDAN S SWIFT
BRENDAN J LYNCH
BREANNA GEORGIA MENAGER
Scotland Garapedian
Spencer Griffith
Ryan Cagle
ADAM JAMES BEDROSSIAN
Melissa Lou Shapiro
Adam Michael Brown
Jean-Carlos Baez
Michael A Cerniga
DILLON JAMES CASE
Thomas Brusca
Bobbie Fujihara Hanley
Tatiana Bustamante-Rodriguez
Joseph Alexander Centurioni
DANE M JOHNSON
MARY ELIZABETH STRONG
Charles Spencer Gould
Omid Sasson
Darren S Schwartz
Kristen Lopez
HO SUNG BYUN
Bryon W Smith
STEVEN MICHAEL BLOCK
GAYANE GRIGORYAN
JORDAN ASHER SHAPIRO
Andrea Rivera
Jose Augusto Barrera
Jaime Francisco Aguilera
Zachary Anargiros Frangos
DIANA SANTANA
LANCE EDWARD MARCUS
MELISSA J RUIZ
Abigail Alexandra Shek
Samuel Trevor Showery
Cynthia Montgomery Georghiou
Sadegh Farhadi
Robert Harold Little
JEFFREY RANSENBERG
CHRISTOPHER ARTHUR STRONG
SYLVIA F SALGUERO
PAUL KURTIS MILOE
CLETE PHILIP ALBITZ
VANCE PHILIP ALBITZ
PHILIP JOSEPH ALBITZ
NAVA GOLDENBERG SPIVAK
GERALD IRA CLEBANOFF
CHRIS CHARLES DUMFORD
BRIAN KAMHUNG LEE
LAWRENCE OTIS MYERS
ARKADY MILGRAM
Kenisha Amar
Jeffrey Angel Gonzalez
JOHN ERIC MAQUAR
Michael Kent
Cooper Pullin
ALMA-ARACELI ALVAREZ
MARIA ELENA RICHARDS
CHANGQIN C. YOU
JOHNNY BOWCHONG TAN
RHONDA RENEE CANO

Within 25 miles of Sherman Village, CA, Best Investors lists 1,191 registered investment advisory firms with 2,617 offices nearby, managing about $27.7T in combined regulatory AUM across 3,503,294 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 Village

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