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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

CLARA PARTNERS MANAGEMENT LLC
CENTER CAPITAL PARTNERS LLC
CAMPDEN CAPITAL LLC
DEEP FIELD ASSET MANAGEMENT, LLC
AMERICANA PARTNERS, LLC
AIRE ADVISORS, LLC
MFA GLOBAL CONSULTING GROUP LLC
WELLS FARGO CLEARING SERVICES, LLC
HSBC SECURITIES (USA) INC.
BORRIS NII & COMPANY
VALLEY FINANCIAL MANAGEMENT, INC.
SVB WEALTH
SIEBERT ADVISORNXT, LLC.
CETERA INVESTMENT ADVISERS LLC
ELIOT FINKEL INVESTMENT COUNSEL, LLC
GALLIOTT CAPITAL ADVISORS, LLC
LEGION PARTNERS ASSET MANAGEMENT, LLC

Investors

Miles Ian Stackpool
Edward Matthew Mobbs
Brandyn Cole Kalani Moniz
Matthew Joseph Celenza
THOMAS JAY KOWALCHUK
SIMONE LIU
KRISTINA COSMA DOWNING
BALFOURE PATRICK BRENES
Neil Tobias Unger
Nathan Mescobi
PHILIP HUGO FESSLER
JAMES CHARLES NAIFY
AMIR ALI MONSEFI
SHARON NASSIRZADEH
MARYAM KHOSHREZA
LILY DEBORAH MOSSAYI
Daniel P Ebert
MARCOS FIGUEROA
ALEX GANAPOLSKY
JOSEPH JOHN D'ARRIGO
ANNA TOSUNYAN
LAUREN GUZMAN
MICHAEL RADER
CURTIS FRANK VEGA
ERICA Lihong PU
Kirk Whalen
Andrey Manannikov
Derenik Sardarimasihi
Gabriela Maria Holian-Martinez
Alireza Damirchilou
RICHARD DAVID CORDELL
RICARDO RAMIREZ
Wang Liao
JEFFREY PAUL NEEDHAM
CHRISTINE PRAKASH
DAVID EDUARDO GRANDE
Eric Ingber
JAMIE YEUNG
HOWARD MICHAEL BORRIS
ROBERT CLARK NII
Alexander Notaro
LEONID MEDVED
Mahshid Kamali
Alec Joseph Stevenson
COLETTE ERASMUS
Bo John Calvert
BRADLEY W POOCK
ZhengNan Xu
ERICSON SHI
Kenneth KiHyuk Yang
JACQUELINE BARBARA YAPP
MONTE TRAFICANTE
William Reimer Lavelle
PETER HELLER FINKEL
ZENIA LISETTE DELGADO
ANTOINE NABIH SOUMA
AHSOO AHN
AZELIA AGUILAR BETANCOURT
DAVID ALAN KATZ
RAYMOND THEODORE WHITE
CHRISTOPHER SEAN KIPER

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