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Best financial advisors in Sun Valley, CA

Registered advisers within 25 miles of Sun Valley, CA.

Offices
2,299
Firms
1,088
Combined AUM
$27.1T
Firm-wide filings, not assets booked only here
Clients
3.50M
3,498,656 clients when Item 5C has a number
Avg / client
$7.76M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J.P. MORGAN SECURITIES LLC
U.S. BANCORP ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
SUNSET VENTURE PARTNERS, LLC
WELLS FARGO CLEARING SERVICES, LLC
PLANMEMBER SECURITIES CORPORATION
PFS INVESTMENTS INC.

Investors

CAROLYN JILL CAMPBELL
MICHAEL DAVID SUTHERLAND
Ramez Haddad
Juan Alberto Escobar
Leila Chaparian
MANUEL VIADERO
Victor Frank Luke
ANAHID DANA LUKE
MARIA ISABEL THORNE
SHAUN ERIC CASTRO ANSUETA
MARTIN JUN-YOUNG LEE
David K Lee
DEREK VAN DER WAL
HRACHIA SAHAKYAN
RONALD J RUBIN
MADY A YEHIA
ELTON SABALBORO VILLANUEVA
JOSELITO TURDANES
JOMEL CAMILLERI
ARMAND DAVID SIMONYAN
Sarkis Ardjian
ANZHELA ANGELA HARUTYUNYAN
JOHN STEVEN GUDINO
HAROUTIOUN BARTANIAN
ANDRES MANUEL CAMACHO-PLATAS
Roberto Antonio Garcia Leon
Erin M. Cottom
Nicholas Mays
ROBERT GEORGE CHIRANIAN

Within 25 miles of Sun Valley, CA, Best Investors lists 1,088 registered investment advisory firms with 2,299 offices nearby, managing about $27.1T in combined regulatory AUM across 3,498,656 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 Sun Valley

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