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Best financial advisors in Sylmar, CA

Registered advisers within 25 miles of Sylmar, CA.

Offices
2,024
Firms
976
Combined AUM
$27.0T
Firm-wide filings, not assets booked only here
Clients
3.49M
3,493,570 clients when Item 5C has a number
Avg / client
$7.73M
Combined AUM ÷ clients

Nearby offices

Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PFS INVESTMENTS INC.
WELLS FARGO CLEARING SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
BCN FINANCIAL, INC.
LPL FINANCIAL LLC
EAGLE STRATEGIES LLC
HARTMAN FINANCIAL PLANNING
U.S. BANCORP ADVISORS, LLC
HARTFIELD FINANCIAL & INSURANCE SERVICES, INC.

Investors

Tanya ALEJANDRA Sanchez
CHIEN-CHEN HUANG
DULCIE ANDREA DOCHERTY-CORLETTO
JUAN LUIS RAMIREZ
NICHOLAS J MONGEAU
Rodolfo Alberto Calderon
Megan Mendez
Joshua Maldonado
MICHAEL JAMES PARRINELLO
Julian Armand Garcia
CAROLYN JILL CAMPBELL
MICHAEL DAVID SUTHERLAND
Hernan Martinez
Sergio Tirado
AnteriasNerses Hindoyan
GURCHARAN SINGH SONI
BRADLEY J HARTMAN
Ramez Haddad
Baron Douglas Lee
OSCAR NEVAREZ
Thomas J. Hartfield
Herlin Meza
MANUEL VIADERO

Within 25 miles of Sylmar, CA, Best Investors lists 976 registered investment advisory firms with 2,024 offices nearby, managing about $27.0T in combined regulatory AUM across 3,493,570 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 Sylmar

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