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Best financial advisors in Sunland, CA

Registered advisers within 25 miles of Sunland, CA.

Offices
2,117
Firms
1,018
Combined AUM
$27.1T
Firm-wide filings, not assets booked only here
Clients
3.50M
3,497,492 clients when Item 5C has a number
Avg / client
$7.73M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
FIELD FREEDOM ADVISORS
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PLANMEMBER SECURITIES CORPORATION
PFS INVESTMENTS INC.
NARSAR ASSET MANAGEMENT LLC
U.S. BANCORP ADVISORS, LLC

Investors

CAROLYN JILL CAMPBELL
MICHAEL DAVID SUTHERLAND
FUSHAN KORFI
FRANK JOSE ORTIZ
MICHAEL C WALKER
JEFFREY ALLAN FIELD
Ramez Haddad
SHAUN ERIC CASTRO ANSUETA
MARTIN JUN-YOUNG LEE
David K Lee
DEREK VAN DER WAL
HRACHIA SAHAKYAN
MADY A YEHIA
NICHOLAS JOSEPH KRALL
JULIANNA LORRAINE LOPES
JUDITH ANN LIND
DAVID REED STEININGER
KARDIA ARTISE PINCKNEY
TIMOTHY ALAN HOHN
FERNANDO E BONADA
WILLIAM JOHN WINKELMANN
DANIEL EDWARD DAVIS
IRENE MABEL ANDERSON
ALANA MICHELE AMELA
DAVID WAYNE EARNST
JONATHAN E HOLMAN
JAMES PAUL PALAZZOLO
ELI SANK
PHILIP JAMES IMHOFF
DERRICK ALAN SCHMUCKER
SHAHEN MANSOURIAN
LYNNEL DOREEN BRYSON-DAVIS
MICAL THOMAS PYEATT
CANAAN CLEO KNIGGE
BRUCE LLOYD LAIRD
SANDRA ANN GREEN
JUAN BAUTISTA QUINTERO
JASON KINCAID
DAN CHIRK CHU
CHUNG-ON WANG
WILLARD JOSEPH HANSEN
CHIEN-CHEN HUANG
DULCIE ANDREA DOCHERTY-CORLETTO
Natasha Alana Miller
JUAN LUIS RAMIREZ
HAROUT JOHN KHATCHOYAN
LUSINE BUDAGYAN
ELTON SABALBORO VILLANUEVA
JOSELITO TURDANES

Within 25 miles of Sunland, CA, Best Investors lists 1,018 registered investment advisory firms with 2,117 offices nearby, managing about $27.1T in combined regulatory AUM across 3,497,492 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 Sunland

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