Best Investors Account Sign in

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

BITFI CAPITAL LLC
MARI LEGACY GROUP, LLC
FOCUS PARTNERS WEALTH, LLC
MUTUAL ADVISORS, LLC
MILLENNIUM INVESTMENT SERVICES
WEISS ALTERNATIVE VENTURES, LLC
PRIVATE WEALTH SOLUTIONS, LLC
ASI ADVISER LLC
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
INVESTMENT MANAGEMENT SOLUTIONS, INC.
OSAIC WEALTH, INC.
J.P. MORGAN SECURITIES LLC
ALESIA ASSET MANAGEMENT LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
SCARSDALE CAPITAL LLC
CITIGROUP GLOBAL MARKETS INC.
WELLS FARGO CLEARING SERVICES, LLC
IMAGINE MATH

Investors

CONSUELO ELIZABETH WEBB
DAVID THOMAS TRACY
EVAN CROOK BARRETT
Tanner Joseph WATSON
BRADLEY ANDREW LEVIN
Michael A Massarano
ANTHONY MICHAEL REED
ERIC ODELLE PUCKETT
Kumbirai Vincent Mtunga
DOUGLAS JAMES LAGERSTROM
ALLEN NMN MINASSIAN
ROBERT CAITO NUGENT
MAY LI LIU
Oliver Alvarado Algarate
Arij Ezz Eldine Chehayeb
Ramez Haddad
CHEYZEL JANE DE LEON
Cathlyn Jade Bondad Junio
GREGORY MICHAEL SEIGEL
Kevin Majidian
MANUEL VIADERO
Sean Haney
JAMES RO MILLER
SHAHNAZ SARLAK
NICHOLAS MANUEL RODRIGUEZ
DYLAN PETER DEL RE
PAULA CHRISTINE HARDY

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