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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

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
GENTER ADVISORS LLC
IFC ADVISORS LLC
GENTER CAPITAL MANAGEMENT
CHAPTER ONE, PAGE ONE LLC
HOWARD CAPITAL MANAGEMENT GROUP, LLC
CHAPTER ONE, MANAGEMENT COMPANY, LLC
LIGHTBAY CAPITAL
VERCAP MANAGEMENT LLC
KAILAI ADVISERS LTD.
CUREWELL CAPITAL MANAGEMENT, LLC
GRIFFIN GLOBAL ASSET MANAGEMENT
SP GLOBAL ADVISORS LLC
CHARLES SCHWAB & CO., INC.
IEQ CAPITAL, LLC
BEACON POINTE ADVISORS, LLC
WELLS FARGO CLEARING SERVICES, LLC

Investors

Daniel Yang
MARCO MENDOZA
MARC ALLEN ACKERMAN
REX BARTON JONES
FRANCOIS DIRK VILJOEN
ERIC THOMAS ZURBRUGG
CRAIG W THOMAS
MICHAEL MEYLOR
KENNEDY S REARDON
NHAMAN PELPHREY
CHARLES HYNSON WARNER
DAVID WILLIAM PESCHERINE
MeiWah Wong
ELLEN FRED STRAUSS
RAJIV RANDHIR VYAS
ALEXANDER JOSEPH HALL
PAUL MORRIS RYAN
CAMERON WRIGHT LAVEY
GLEN NAM
Steven Payne McNeil
BRIAN LAWRENCE ELLIOTT
TIMOTHY JUDSON DEMSHKI
BRIAN JOHN PYTLEWSKI
Roger Rhodes Wall
DANIEL JOHN GENTER
WILLIAM FRANK KLEPPER
ROBERT JAMES HUNT
BRENDA JEANNE OLEARY
JESUS ARNULFO CEJA
MICHAEL CHARLES WISSEL
JASON DAVID KAPLAN
DAVID ANDREW ROBINSON
David Walter Miller
Michael Anthony Posner
Shelby Elizabeth Guice
Christopher Heath Grooms
Erica Lizette Garcia
KEVIN RICHARD QUINLEVAN
Elise Lee
Oscar Murillo Cabrera
Gustavo Pires de Oliveira Dias
Jessica Diane Gardner
Heather Kwong
Andrew Luke Belcher
Aidan William Schifano
Ryder James Haupt
Grant William Shaw
Joshua Colin Perlmutter
William Robert Lynch
Connor Steven Yong Buckle
TRENTON BENJAMIN JOLLY
MATTHEW DOUGLAS MACDONALD
INDYA MAREE YUILL
William Griffith Blackard
CHRISTOPHER C PHILLIPS
Jorge Antonio Tirado Arias
NATALIA WHITAKER
Qiqi Zhang
Sophia Monique Stoehr
Olivia Rose LaQua
DAVID PRESTON KLATT
LAUREN JILL Garner
Jack Thomas Deardorff
ROGER DARRON STEELE
JUSTIN STEWART SATINOVER
JEREMY T BOOKER
HUGO WILLIAM ANDERSON
VICTOR H CALVA
PHILIP THOMAS WINTERSON
JEFFREY HARRIS REICHWALD
GEORGE NOEL PEREZ
JORDAN SCHOENBURG
MITCHELL ROSS PINDUS

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