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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

J.P. MORGAN SECURITIES LLC
RIDGEWOOD INVESTMENTS
COMPOUND PLANNING, INC.
FIRST CITIZENS INVESTOR SERVICES, INC.
INSIGNEO ADVISORY SERVICES, LLC
SVB WEALTH
STEELPEAK WEALTH, LLC
ARCADIAN CAPITAL MANAGEMENT, LLC
CORNERSTONE GROUP VENTURES, LLC
GORDONMD GLOBAL INVESTMENTS LP
U.S. BANCORP ADVISORS, LLC
SIEBERT ADVISORNXT, LLC.
HSBC SECURITIES (USA) INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
VOYA FINANCIAL ADVISORS, INC.
CITIZENS SECURITIES, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CAPITAL STANDARD LLC
TRYPERION

Investors

Tarissa Sharene Cardoso
Sam Namiri
DIMITRY FARBEROV
NEGIN BANAEI
Ricardo Escobosa
AMMAR SAID ABU-LUGHOD
VANESSA NICOLE ELKINS
AMY STACY BORN
JOSEPH FREDERICK AUDAY
Milton Adrian Delabra
German Piran
Thomas Sheehy
Edward Eugene Herrera
Yekaterina Tervinsky
Brandon Lee Jenkins
Reza Sarem Aslani
Zhanna Fish
Michael Anthony LeBourveau Sywyk
Zachary Loren Zigmond
Sarah Schermerhorn
Lucky Radley
SARAH LIN BRADDOCK
KAMYAR KASHFI
DAVID ALAN BENDER
ANDREW GORDON MCDONALD
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
MANUEL VIADERO
RYAN HENRY MAYER
Rodney Joseph Olea
Katayoun Attaii
Eric Katanian
EDWARD SEONG WOOK SHIM
JOSEPH ALBERT WINGARD
JAMES SANGYUN ROH
Garnik Chamichyan
NISSIM AFRIAT
CALEB SAVEA DOLIFKA
ZACHARY JAMES HALLORAN
Cathy W Choi
Troy Stephen Edwards
Perry S Richards
Nazie Saffari-Moini
H STEPHEN ERIK SCHLOSS
STEPHEN E APPLEBAUM
Terance T Power
CAMELIA YOUSSEF BARSOUM
TALIAH YVONNE CABRERA
Brendan McMahon
ARIN BABAKHANIAN
Angela Yasharel
Austin Thomas Pettibone
Abraham Aaron Ebriani
Tina Ranjbar
William Favreau
Brian T Sixt
David JAY Young
DONNA L DE LEON
Brenton A Hamlet
HAROLD CHARLES SCHLOSS
JEFFREY MORGAN MASON
VIVIAN MARIE VAZQUEZ
Constante Ross Abaya
Nancy C Neal
KEVIN SCOTT CALDERON
Kennon Rene McCarthy
NADER RAZAVI
RYAN PATRICK ALLEN
William Alexander Tarrab
HISASHI SAKASHITA
Valeriano Parayao
Anto Armani Shakelian
Ashley Clayton Rochester
Jay T Chazev
DEVIN SIXT
Robin Jay Kim
Craig Vassell
Lauren E Halloran
Adam Sebastian Labi
KERRIE LOUISE BOND
Mike Seropian
Joseph Ben Novian
Joshua Zingaro
Eric Yu
Carol Wong
Noah R Solis
Rafael Mendez
MICHAEL BURCHIERI
Gary R Davis
George W Hugh
NICHOLAS DELF CHILDERS
SUSAN LUCY WINGARD
FELICIA HILLARY SANDY DELGADO
JEFFREY ROBERT TYLER
MICHAELA MONIKA CATLIN
JULIA LOUISE ARUJO
JOHN GREGORY MARKOFF
NORMAN RALPH SAIGER

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