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Best financial advisors in Simi Valley, CA

Registered advisers within 25 miles of Simi Valley, CA.

Offices
1,598
Firms
791
Combined AUM
$22.2T
Firm-wide filings, not assets booked only here
Clients
3.69M
3,687,807 clients when Item 5C has a number
Avg / client
$6.03M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
THE SIMPLE INVESTOR'S GUIDE, LLC
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
AI FINANCIAL, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
THRIVENT INVESTMENT MANAGEMENT INC.
MONARCH PLAN ADVISORS
3(38) INVESTMENT FIDUCIARIES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
U.S. BANCORP ADVISORS, LLC
HBW ADVISORY SERVICES LLC

Investors

DANIEL STEPHEN PORTER
Daniel Eric Goldberg
MAY LI LIU
ILIANA PAOLA LOZANO
OWEN WILLIAM GALIPEAU
HENRY FRANK HACHE
BAHRAM KHAFAJIZADEH
Ramiro Ruben Alvarez
CHRISTOPHER HUNT BOYNTON
Darren Edward Norton
BENJAMIN JOHN HALE
Natalie Pavia
Neal Richard Larsen
Kyle Winther
ADRIAN EDWARD RAMIREZ
STEVEN T WILKINSON
Ronald Alan Hall
Michael Fine
Daniel Castillo-Reyes
STEPHEN JOSEPH MICHENER
Matthew Martinez
TONY PADILLA
SUNIL DUTT PRABHAKAR
SHARIF AHMED
Delacy Keith Watts
JORGE ALBERTO MEZA
NEAL GARDNER DAVIS
ROBERT PHILIP SULLIVAN
Benjamin Scott Ruiter
MICHAEL DIFIORE
Bryan Kenneth Geurink
Chad Michael Francis
Andrea Smith Young
KEVIN JAMES IMHOFF
JEFF SCOTT CRAWFORD
Joseph Anthony Bonanno
ROLAND HAMPTON DORTCH
TODD ARTHUR PENROD
TRENTON GENE BANWART
LISA MARIE GILMORE
HEIDI ANNE HERSHMAN
JOEL DARRIN BROERSMA
JONATHAN SCOTT HOAG
THOMAS MARVIN KAUFMAN
CALEB MICHAEL SVOBODA
RON ROTENBERG
TYSON EDWARD KUNST
RICHARD ERIC JONES
JENNIE MARIE FLEMING
KERRI CANDOR HERLICK
JAMISON DAVID IMHOFF
ROY EDWARDS VAN MUYEN
Paul Edward Brandwein
Cathryn Maure Porter
Brian Malkinson
William Bradley Rudkin
Kyra Lynn King
MATTHEW PETER FRANCIS
WILLIAM ORCHARD-HAYS
Daniel Joseph Murphy
STEPHEN FRANCIS FOLEY
RICK ISAAC HARBUS
LINDA MOODY MUSE
MANUEL MIGUEL CAMPINS
KENJI SAITO
JEFFREY EDWARD DENNISON
PAUL RAYMOND MOREHOUSE
ALEXANDER ALLEN PEETS
NICHOLAS PAUL MITCHELL
STEVEN ROLL
TAYLOR RANDALL DAVIS
DAVID HENRY VELTKAMP
JOEL MICHAEL FISHMAN
EDWARD WISE KAISER

Within 25 miles of Simi Valley, CA, Best Investors lists 791 registered investment advisory firms with 1,598 offices nearby, managing about $22.2T in combined regulatory AUM across 3,687,807 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 Simi Valley

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 DIMENSIONAL FUND ADVISORS LP 3 clients · 269 advisers $1.02T AUM 6 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 7 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM