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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
EDWARD JONES
STRAVA FINANCIAL, LLC
BROMAN & GREIG ASSET MANAGEMENT, LLC
LPM ADVISORS, LLC
PM MGMT, LP
ALTERI WEALTH
COOPER MCMANUS
TOTAL WEALTH SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EQUITABLE ADVISORS, LLC
HAMILTON WEALTH, LLC
CHARLES SCHWAB & CO., INC.
FMB RETIREMENT SERVICES

Investors

SCOTT DAVID NELSON
KAMIE LEE ABRAHAM
ROBERT GERARD KERNOCHAN
JACLYN ELAINE MADRID MERCER
Christopher Green
MICHAEL ANDREW GRODOTZKE
TIMOTHY GEORGE FITZGERALD
Debi Vasques
Erica Lauren Vasques
DAVID LEE BRYANT
DAVID PAUL BROMAN
ANTHONY GORDON PEYROT
BRUCE JAMES LAGNESE
PARISA TAHERI TAFRESHI
KEITH Richard ZAVALA
Jenna Michele Kaplan
ROBERT BENNETT KAPLAN
MICHELLE R GRUBER
ALEX G MARKOWITZ
Matthew C Mullaly
CHRISTINA LINDSEY ORTA
SHANNON MARGARET BEAHAN
ALISSA ANNE KROEGER
BRANDON M BERMAN
Keith Gray
Nicholas Giannakopoulos
Joseph Jordan Migdol
JACOB MAURICE FERRY
Ivan Tokarev
Jon Raymond Dahlstrum
DAVID TREJO
JACOB JACK DAHLSTRUM
KENDYL LYNN ROUNDTREE
GERALD EDWIN NEWMAN
GEORGE RANDY HAMILTON
Avery Burton
ERIC BYUN
George Muench
Donna J Niemann
JOSEPH Y KIM
Michael Adam Walter
STEVEN JOHN BRISTOL
HORACIO LOPEZ
Jonathan Michael Richard Hernandez
Eric Sany Kozman
ALINE JULIANA PADBERG-ROSEN
Pablo Asael Lozano
Owen Kohler
Matthew Gregory Johnson
Sean Hetherington
ANA TEPER
Kevin Francis Miller
Jesus Andrade
Kyle P. Bobo
Michael Anthony Posner

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