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Best financial advisors in Toluca Lake, CA

Registered advisers within 25 miles of Toluca Lake, CA.

Offices
2,548
Firms
1,151
Combined AUM
$27.3T
Firm-wide filings, not assets booked only here
Clients
3.50M
3,500,765 clients when Item 5C has a number
Avg / client
$7.80M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
CALIFORNIA CAPITAL MANAGEMENT
PRISM ADVISORS, INC.
WELLS FARGO CLEARING SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LUTR STAR LLC
SAYBROOK ADVISORS, LLC
U.S. BANCORP ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
UBS FINANCIAL SERVICES INC.
FABRIC VC
STEAMBOAT VENTURES ASIA MANAGEMENT, LTD.
CONVEY WEALTH LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
FADE IN FINANCIAL
KESTRA ADVISORY SERVICES, LLC
ACAP ASSET MANAGEMENT, INC.

Investors

Charles Matthew Gilb
David Connor
ROBERTO ENRIQUE PROANO
GREGORY JOHN ZEDLAR
STACEY KIYOMI SNOW
Justin William Van Orden
MCGINNIS ANDREW MCCOY
DIANE CAROL VANAMAN
RYAN WILLIAM HUMBERT
PARHAM RASTBAF
CARLOS ALBERTO CABRERA
Ruben Cavada
Karina Gevorgyan
MANUEL OHANES ASHEKIAN
Ricardo J Garcia
VATCHE DERASSOYAN
ROBERT ALAN BLETHEN
WILLIAM PATRICK NUGENT
Vage Tony Garibyan
BRIAN MICHAEL DANELIAN
MATTHEW ALEXANDER CRISAFULLI
Louiza Smith
Ariel Hartounian
Nevin C Perera
Daniel Tauberg
Anthony Mariano Centineo
JAVIER MONDRAGON
NAOMI KOUYOUMDJIAN
Fred Khalil

Within 25 miles of Toluca Lake, CA, Best Investors lists 1,151 registered investment advisory firms with 2,548 offices nearby, managing about $27.3T in combined regulatory AUM across 3,500,765 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 Toluca Lake

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