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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

AMERIPRISE FINANCIAL SERVICES, LLC
J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SCHWAB WEALTH ADVISORY, INC.
UBS FINANCIAL SERVICES INC.
RBC SECURITIES, INC
FIFTH THIRD SECURITIES, INC.
CHARLES SCHWAB & CO., INC.
CRESSET ASSET MANAGEMENT, LLC
MATHERS ASSOCIATES
BEDROCK FUND MANAGEMENT, LLC
COMPOSITION CAPITAL LP
ELDRIDGE ACRE PARTNERS, LP
ROCKEFELLER FINANCIAL LLC
SCS CAPITAL MANAGEMENT LLC
PATHSTONE

Investors

DAVID MARK FISHMAN
TRAVIS ANTHONY GABLER
Jac B Stulberg
Xavier M Ray
KYLE A LASKIE
LADAN BOLOORIAN
BRETT EUGENE DALTON
Zak W Shapiro
Pei Suen Ng
TAYLOR EASTLAND SHOOP
John Henry McGee
Stephan A. Muccular
Robert Cohen
Jacob Parker
WILLIAM EDWARD SNELSON
Eric R Glade
KERRY LYNN OVERTON
BRANDON BAY
JERMAINE LA MONTE JAMISON
Svetlana Vasilenko
Abraham Ruelas
Mary Allison Bourke
NEIL JARED COHEN
YASMINE NATHALIA DE LANNOY-REYNOLDS
Naafe Hakeem
EIMAN MALEKI
YOURDANOS MULATU
Cristian Barrera
Nadia Allaudin
CATHERINE A CAMPOS
Akiva Fialkoff
Arianna Stern
DIMITRI TSIOUTSIOPOULOS
DANIEL PAUL CHESLER
Gianni De La Cruz
Reginne Arevalo
Eduardo Camacho
Kamil Rehman
BRENTON MICHAEL HARRIS
Aram Amiryan
Bailey Burke
Dilun Wu Cross
PAMELA L BENNETT
Donavin D C Bausley
George L Buza
John Perry
Luis Castaneda
Nicolas R Gentin
Letitia A Sison
Joseph Reina
MONICA ADRIANA MARCIANO
Vanessa Avendano Aguilar
GLEN TITAN
WAYNE GEORGE ROGERS
RAYMOND ANTHONY MARTINEZ
ERIK KRISTIAN LARSEN
PANIZ RAEISI
CRAIG DOUGLAS KELLEY
MATTHEW STEIGER
ALI M BANKI
Sanjay Chugani
Ryan James Tunnell
MARQUES J DICKSON
Rahul Karugapadam
STEPHEN PAUL KEARNS
Robert L Nagy
PHILIP ANDREW SANCHEZ
Corey Alexander Kelly
Jon Marc Carrier
Sarah Kaitlin Leonard
Blake X. Lenk
Natalie Michelle Traylor
BRETT HOWARD DULYEA
HOOI LING LIM
STEFAN WILFORD OGLEVEE
KEVIN RONALD KRAMER
CALEB PORTER
VANESSA G. ANDERSON
KAREN YVONNE HENDERSON
CHRISTINE DIANE GEOFFRAY
JASON M. LADNER
MATTHEW DAVID BELFANTI
JANNAH LLEWELLYN DEVINE
BOAZ CHAN
JAMES LAWRENCE MARCHETTI
MATTHEW BIRKETT
HILLARY HEATHER COLLINS
JENNIFER Michi HASHIMOTO
ULKU DOGAN
JENNIFER ANNE SEACRIST
DAK H SPIVEY
YAJAIRA SERRANO
Alan LoVetere
SUE BADGLEY
BRUCE TENENBAUM
Gary G Pollock
MICHAEL P WALLACE
KENNETH EUGENE MILANO
PAUL VLADIMIR URBANEK
ASHLEY CALDERON
BENJAMIN JOSEPH HELVEY
ROBERT JOHN FINK
REGINA ROCHELLE MONROE
HAI-UY TRAN DANG
John E Miller
Patrick J Trucco
CONSTANDINA CARKONEN
LAURA ANN RIDER
NICHOLAS JOHN PAGET
Alpesh R Patel
STEPHEN EDWARD WHITE
CHERYL LYNN YOUNG
LOREEN A WASHBURN
BERNARD A MACHLOVITCH
HANS S MAENTZ
Craig D Pollock
PEDRO JAIME MARTI
NICOLE ANNETTE-PALMITER SCHAFER
Jeffrey Hurst Miller
CYNTHIA GUERRERO
JENNIFER GRAVES
Crystal G Miner
MATTHEW D MENDOZA
XIAO PENG LIU
JANELLE M CROMWELL
ELIZABETH B MCKOWN
DONNY CHU
EVANGELOS TSEMBELIS
FRANK WILLIS
STEFAN MAX OGLEVEE
Nicholas Joseph Peterson
Sandy Tran
Jenny Young Fernandez
JACQUELINE LAVONNE RIGGS
CHRISTOPHER YUNSOON LEE
Max Charles Norton Podlone
ROCIO HERNANDEZ
KYLE PHILIP LAUGHLIN
Ryan James White
Robert Donald Lindell
TERESA CATHERINE BELTRAN
Jennifer Dee Mason
RYAN MATTHEW HOLCOMB
Summer Alexandra Macallister
Max E Severo
Nicholas Felix Eguiazarian
PAMELA Jean LAMICHHANE
Joseph Paul Bloom
Ian White
Emily Anne Bloom
Zachary Thomas Senn
JOHN GEORGE URIOSTEGUI
LANCE ALEXANDER WILLIAMS
DENNIS PAUL BLOOM
ROD YOSHIO NAKAMOTO
Tracy Belinda Rinaldi
ALICIA ROMANIA POWELL
Wayne ROBERT Gelineau
ANDREW DAVID HOROWITZ
ALEXANDER F BARRETT
LISA MARIE KITCHIN
ERIC V FRANZ
LANCE OWEN BURKS
ANIS SALAH
Adrienne Padavich
Johnathon Santopadre
David Joseph Sassen
DYLAN GREGORY ISAACS
FORREST ST JOHN KIM
HAO VINH DONG
MATTHEW WILLIAM WILLIS
XICHAN LIU
Brandon Michael Rose
JUSTIN ROBERT MEDEIROS
NEIL MARTIN
DIANE CHING TYCANGCO
Logan Jon Didier
JOHN FRANCIS MCMAHON
JAMES BARRY MARCHETTI
DAVID ANTHONY MENDOZA
STACY LEE SWAIN
SHIRLEY HELLER QUACKENBUSH
JEAN C GANNON
Suruchi Rastogi
Rocky George Imperial Marania
BRITTANY Rose OLADUNJOYE
ANDY LAM
Sonya Alee Brampton
TONY HAO-YI CHANG
Thomas Alexander Burns
MILES M MASON
ANNETTE Molina Smith
Katherine Julia Latypov
Reagan Passmore
Ronak Gahlawat Patel
Kaili Chen
DAVID CHARLES KAHN
ALYSSA CASSIDY DO
JULIAN ALEXANDER MARTINEZ

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