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Best financial advisors in Stevenson Ranch, CA

Registered advisers within 25 miles of Stevenson Ranch, CA.

Offices
846
Firms
337
Combined AUM
$16.3T
Firm-wide filings, not assets booked only here
Clients
3.05M
3,051,397 clients when Item 5C has a number
Avg / client
$5.34M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
J.P. MORGAN SECURITIES LLC
ENVISION WEALTH MANAGEMENT, INC.
OSAIC WEALTH, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
NAPIER FINANCIAL
MUTUAL ADVISORS, LLC
M2 CAPITAL ADVISORS
OWLSENSE WEALTH & LEGACY ADVISORS LLC
CRUX WEALTH ADVISORS
NEWEDGE ADVISORS
PROSPERITAS FINANCIAL, LLC
BROOKSTONE WEALTH ADVISORS, LLC

Investors

Kathryn Dunn Lynch
LAWRENCE EWING STEVENSON
Jimmy Maldonado
Leticia Castillo Meza-Guerrero
PHILLIP LAU
CHARLES J HAHN
ISMAEL MARTINEZ NAVARRO
Jonathon Hollins
MITCHELL MARK PERARA
DARIN SCOTT TSUKASHIMA
Ernesto Guray-Diaz
Nicolas Antonio Cardenas
TAMMY ANN HOSPODAR
DAVID SOONG PARK
JOSEPH JOHN MANDUJANO
Susanne Costantini
VANESSA ESCOBAR
Levon Manuel Hasserjian
DAVID LEE WEIBLE
Joshua Michael Saber
Justin Michael Publicker
TONY WAN KIM
CHARLES HARRY CURTIN
MATT L PRICE
THOMAS WILLIAM SCHULTE
DAMON CURTIS SIMPSON
EDWARD HAYES KEILEY
MARK ANDREW MACARTHUR
NORMAN MEREMS
Preston Jacob Kiledjian
ARDEM MICHAEL KILEDJIAN
Kenneth William Newberry
CARL JOSEPH CUDDY ERMELBAUER
Frederick Kenneth Arnold
Daniel Harutunian

Within 25 miles of Stevenson Ranch, CA, Best Investors lists 337 registered investment advisory firms with 846 offices nearby, managing about $16.3T in combined regulatory AUM across 3,051,397 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 Stevenson Ranch

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 INVESCO ADVISERS, INC. 217 advisers $750B AUM