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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

STATE FARM INVESTMENT MANAGEMENT CORP.
PACKERLAND BROKERAGE SERVICES, INC.
GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT
ONESEVEN
OCEAN PARK CAPITAL MANAGEMENT, LLC
MAPLETON CAPITAL MANAGEMENT, LLC
AB HHELIO ASSOCIATES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
J.P. MORGAN SECURITIES LLC
LILAC WEALTH, LLC
CETERA INVESTMENT ADVISERS LLC
EAST BEACH ASSET MANAGEMENT, LLC
PARALLAXES CAPITAL
GT INVESTMENT MANAGEMENT, LLC
PFS INVESTMENTS INC.
TCG CAPITAL MANAGEMENT
7SUMMIT ADVISORS, LLC
ODER INVESTMENT MANAGEMENT, LLC

Investors

William Otis Woodruff
MARCUS GUNAWAN
HATEM BEN DHIAB
Steven Evensen
Brett Thomas Sifling
RYAN GOMEZ
DANILO KAWASAKI
FRANCINE S LAI
JEFF J. KIM
MATTHEW IANTOSCA
KAYTLIN MARIE HALL
NICHOLAS PAUL ANDUZE
Michael Gilman
ROBERT PAUL VETTI
Mia Elena Samson
SAGE MICHAEL CASAGA
Daniel L. Mezzera
Robert Lewis
Shawn Fernando DaCruz
BROGAN GERALD MOONEY
Ziad Hijazi
Kyle Clark
Benedict John McGrath
Benjamin Arthur Rosbach
Evan Malcolm Rice
Ashley Danielle Guapo
Daniel Pascal Kutsch
Chase McCormick
ROSS MATTHEW GERBER
ELIJAH JEROME SOUZA
BRYAN ANTHONY MIRANDA
ROBERT CARL CASTILLO
ZACHARY VINCENT BAINTER
EYAL MAIER SHMILOVICH
JULIE VUONG
NICHOLAS NATHAN LICOURIS
MICHAEL ADAM BAKER
BENJAMIN THOMAS DUNBAR
Saleem Jimmy Bisharat
Xiaoxiao Bi
ANNE B. JOHNSTON
ADAM BLUMENSTEIN
RICHARD STANLEY CALDERON
MING-LI HO
ERIKA RENATA PUZIK
Audrey Lynn Schmedes
Chase Neal Johnson
ANTHONY ANDRES PEREZ
ERIC JOHN SMUTKO
MICHAEL MAKOTO KAWASE
CLAUDINE AMANDA RAJAH
KRISTINA DIANE LIUAG
APRILE POAG
Asuka Sonoda
Devin Marshall
Jimmy Natalius Hoesan
Tarius Hagood
Robert Perez
Yuha Elsa Tse
RYAN SONG WONG
KIMBERLY HUANG SABOL
CONG WANG
SEYAVASH NMN SARABI
Cole Kahrilas
JAMES STEVEN TURO
LAWRENCE CHARLES WALKER
LI-WEI CHANG
ERIK MORGAN HELMSTETTER

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