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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

RSC ASSET MANAGEMENT GROUP, LLC
RSC INDUSTRIAL ASSET MANAGEMENT GROUP 2, LLC
RCF ASSET MANAGEMENT GROUP 3, LLC
CALIFORNIA CAPITAL MANAGEMENT
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC
SHUCHA WEALTH MANAGEMENT LLC
J.P. MORGAN SECURITIES LLC
DAVIDSON KAHN CAPITAL MANAGEMENT, LLC
WELLS FARGO CLEARING SERVICES, LLC
MOSTT INC.
OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
U.S. BANCORP ADVISORS, LLC

Investors

Ryan Patrick Lynch
GREGORY JOHN ZEDLAR
JUAN CARLOS LA RIVA
DAVIT KESABYAN
Charles Matthew Gilb
David Connor
ROBERTO ENRIQUE PROANO
Aaron Meir Shuchatowitz
CHRISTINE CABRAL STERN
Myles R. Luster
ANNA HOVAKIMYAN
Jake Ryan Davidson
DREW FREDERICK COHEN
ALEX LANZKOWSKY
PARHAM RASTBAF
CARLOS ALBERTO CABRERA
KSENIA Y YUDINA
ANNA MARIE TURCO
Tatiana Irina Vogelaar
MANUEL OHANES ASHEKIAN
Victor Frank Luke
ANAHID DANA LUKE
Tho Nhu Ngo
Vahan Karsian
MARIA ISABEL THORNE
Marisela Contreras
Ricardo J Garcia

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