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Best financial advisors in Tarzana, CA

Registered advisers within 25 miles of Tarzana, CA.

Offices
2,359
Firms
1,148
Combined AUM
$27.7T
Firm-wide filings, not assets booked only here
Clients
3.72M
3,723,082 clients when Item 5C has a number
Avg / client
$7.44M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
HORNOR, TOWNSEND & KENT, LLC
BRIGHTON ADVISORY GROUP
WELLS FARGO CLEARING SERVICES, LLC
J.P. MORGAN SECURITIES LLC
CITIGROUP GLOBAL MARKETS INC.
EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
INVESTMENT MANAGEMENT SOLUTIONS, INC.
OSAIC WEALTH, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

Benjamin Rogan Friedman
FREDERICK GILES STAHL
RONALD LEE BERTKE
BARRY JAY BOSCOE
Joseph Michael Hastie
MARJAN HOSSEIN TEHRANI
Alex Khoshnam
Arda Kara Thomas
YEZNIK KAZANJIAN
MARIYA ABOU ABSI
Armine Alvandi
Garrett Tognozzi
JONATHAN CARLOS MELARA
Juan Hoke
JOHN PATRICK VORGITCH
Joy Christine Brannan
Oliver Alvarado Algarate
Arij Ezz Eldine Chehayeb
Ramez Haddad
CHEYZEL JANE DE LEON
Cathlyn Jade Bondad Junio
GREGORY MICHAEL SEIGEL
JASMINA ADRIANNE LUJAN
JENNIFER J CURRY
KERRY ANN MORRIS
SHARAN DHIMAN
RONI ARJANGRAVESH
Margaret Geraldine Chamberlain
MICHAEL JAMES CHIBIDAKIS
FRED BERNE MCNEELY
Stepan Ghukasyan

Within 25 miles of Tarzana, CA, Best Investors lists 1,148 registered investment advisory firms with 2,359 offices nearby, managing about $27.7T in combined regulatory AUM across 3,723,082 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 Tarzana

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