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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

TRUIST ADVISORY SERVICES, INC.
SCS CAPITAL MANAGEMENT LLC
HIGHTOWER ADVISORS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
JS ALAN, LLC
EDUCATED SOLUTIONS
RAYMOND JAMES & ASSOCIATES, INC.
CHARLES SCHWAB & CO., INC.
EDWARD JONES
HSBC SECURITIES (USA) INC.
MAI CAPITAL MANAGEMENT, LLC
CHEVIOT VALUE MANAGEMENT, LLC
WELLS FARGO CLEARING SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
STEELPEAK WEALTH, LLC

Investors

Stephen Scott
AMIR MANSOUR MOSSANEN
Caroline Elizabeth Knuff
PALMER NEVILLE MURRAY
Babak Ben Zaringhalam
Ramez Robbie Khzam
JACK S SIH
ALAN OZZY LI
RYAN L MORELLI
ALAN MARC SOLTMAN
NICHOLAS JAMES BLENCOWE
Lorraine Tan
Parvene Batool Barimani
Ari Ohayon
BRAD SIMPSON
MARK ALDEN PEREZ
Shahab Anthony Khavarani
Edwin A. Nunez
Steven Sung Kim
Ross Brandon Thompson
Samuel Asher Schwartz
DRAKE S BECK
Sable Elise Potts
Torrey Kane Magaard
Megan Lynne Papadatos
NATHAN ELIDIO LUGO
PATRICK JEFFREY MILLER
Brandon Floyd
Nina Todosieva
Zachary Robert Springer
Ana Sofia Peresandi
EDWARD BRYAN ALTHERR
Ashley Assal Nobel
Nogosa Spencer Atekha
CARTER COLLINS TAYLOR
BRET ALAN RUNYAN
Andrew Nader Rezkalla
Adam Bashir Jarrah
EDWIN EMANUEL DUKE
Charles Perez
ALISON MARIE BOWMAN
ANTON THOMAS PISKAC
Deborah Diamond Der-Hammett
Naomi F Price
William Runkle
ANNA TOSUNYAN
LAUREN GUZMAN
MICHAEL RADER
CURTIS FRANK VEGA
ERICA Lihong PU
Kirk Whalen
Andrey Manannikov
Derenik Sardarimasihi
Gabriela Maria Holian-Martinez
Alireza Damirchilou
RICHARD DAVID CORDELL
RICARDO RAMIREZ
Wang Liao
JEFFREY PAUL NEEDHAM
CHRISTINE PRAKASH
DAVID EDUARDO GRANDE
Eric Ingber
JAMIE YEUNG
DREW NICHOLAS BRYANT
DAVID ALEXANDER MORENO
ANDREW DOUGLAS PALMER
PETER CHERNG TSU CHANG
Tania L Gordon
AJEYA KUKREJA
DAVID CHIH HOU
ALEX NMN SHAHIDI
JASON ERIC LEFTON
JONATHAN BLANCHARD FIGLIN
DILLON JAMES CHRISTENSEN
KAREEM AMER HOUT
Michael Allen Hatfield
MICHAEL ROBERT BRIMHALL
NICHOLAS D RAVDEN
JOSEPH ARON WARSAVSKY
SERGIO MICHAEL VILLAVICENCIO
LAWRENCE SCOTT ABRAHAMS
ERIC SCOTT BRIGHT
MONIKA HANSSEN MUGG
JEFFREY SCOTT DORE
Armen George Keheyan
DAMIEN ADAM BISSERIER
MELANIE C JONES
Alexander Ray
Jonathan Clark Boyack
Gary Duane Runnells
Nicholas Andrian
Tyler Justin Jones
Samuel H. Sauter
Elliott James Brack
Molly Ann Ciprari
JUSTIN PATRICK AMREIN
DARELL LEONARD KRASNOFF
James Maxwell Whiting
MARTIN RIYAD IRANI
DARREN CLAY POLLOCK
DAVID AARON HORVITZ
Catherine Spragge Siphron
Amanda Madison Leger
AARON D SANOR
VALERIE RENEE COLLINS
KEVIN RICHARD LAURSEN
ADENA MAUREEN SMITH
KAREN JEAN PIPER
MICHAEL ALAN GREER
HOWARD ANDREW KRESHEK
JUDSON CHENET MOCK
DAKOTA SUNSERI
MICHAEL BANAYAN
MICHAEL WILLIAM HANLON
PETER HASELHOFF
DEBORA FAULKNER MOCK
MIRIAM KHORRAMIAN
DAVID MICHAEL LIU
JACOB WEST STALNAKER
ANASTAS BERIBAK
CLIFF VUONG NGUYEN
VINCENT GIA MACNGUYEN
SONYA DOSHI-MCCARTHY
PRATEEK AMAR
MICHELLE DAWN FLAM
CHRISTOPHER E KABELAC
SCOT JAMES ERWIN
M DAVID PEARLMAN
MITCHEL GIA MACNGUYEN
DEBORAH LYNN KEY
JENNY J HAN
KEN QUOC NGUYEN
BRENT RYAN BODNER
MEGAN NICOLLE REYNOSO
DON PERSONS WYSE
BRENDA TANEDO OSBORNE
MICHAEL ANTHONY MARGIOTTA
VICTOR MANUEL RODRIGUEZ
JAMES DALE MCCABE
SASHA ALEX AZARMI
THOMAS JOHN MALTESE
JOY EZINWA OGBUNAMIRI
GINA RUNIONS
ERIC ANDERSON BEMBRY
MONIKA ANDREA OROZCO
STEVEN JOSEPH WHEELOCK
BEHNAM LAVIAN
NANCY LOUISE MCCREADY
PRESTON SCOTT EDWARDS
TONDALAY N GEORGE
GIANPAOLO BICEGO
HEATHER MIRAN CHUNG
NICHOLAS EVAN DAVEY
JAMES ANTON MCGARRY
ABDOLLAH RAIS
VICKY NGOC DO
IRENE H MAO
ADAM BAKHASH
ANDREW ALEXANDER GLASER
PAMELA R SULLIVAN
SASA LI
BRENDA MARIA FIGUEROA
JAMES FRANCIS MCGUIRK
BRIAN JENS FIRRING
JEFFREY RONALD GERMAIN
REGINA CATHLYN BRUCATO
MIKE GLEASON
DAVID TRENT
CHRISTOPHER MAX NORNBERG
MARK DIJAMCO
LINDA SHIAMSIA RASHEED
CATHERINE TANG
ANDREI MAGANA
KELLY KNOTT
JERAD CHAO
NICHOLE RUNIONS
JESSE GLASER
SARA ERIN GONZALEZ
JACKSON WEAVER
JOHN DANIEL BLASEWITZ
SCOTT EDWARD WENDELIN
JEFFREY MARSHALL SMITH
PHILIP STEPHEN WALTERS
RONALD JOSEPH MERCADO
CARL ROBERT MONTGOMERY
KENNETH CAGNOLATTI
BENJAMIN KYU WON LEE
Luis Castaneda
JORDAN SCHOENBURG
VICKI KAYE BARNES
GERALD PAUL GALLAGHER
LARRY GEORGE ROTH
KELLY SUSAN DRINAN
LISA AMSTER GORODISTIAN
MICHAEL THOMAS BLOOD
SAMMY ELGUINDI
ALYSSA ALVAREZ
JOHN KENDALL SEEDALL
CARROLL MAC WILSON
MARCUS SIKORS
Kingsley Yu Man Choi
DEREK HONG HAO RUAN

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