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Best financial advisors in Topanga, CA

Registered advisers within 25 miles of Topanga, CA.

Offices
2,237
Firms
1,091
Combined AUM
$27.0T
Firm-wide filings, not assets booked only here
Clients
3.50M
3,500,141 clients when Item 5C has a number
Avg / client
$7.72M
Combined AUM ÷ clients

Nearby offices

Firms

MILA CAPITAL ADVISORS, LLC
N PLUS ONE VENTURES, LLC
INTERLOCK EQUITY LP
CORAL TREE MANAGEMENT, LP
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
VALLEY WEALTH STRATEGIES, LLC
LPL FINANCIAL LLC
MORPHEUS ADVISORS
BELAY INVESTMENT GROUP, LLC
HIGHLINE ASSET MANAGEMENT, LLC
HIGHLINE WEALTH PARTNERS
WRW WEALTH ADVISORS
MORGAN STANLEY
UBS FINANCIAL SERVICES INC.
EDWARD JONES
KATAM HILL LLC
THE WEALTH CONSULTING GROUP
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
SERENUS WEALTH ADVISORS, LLC
WILSHIRE

Investors

JAMES M LOFTUS
KELLY ANN KRUZICK
AHAMAD MANOHORATHAT
ANDY BOB CHONG
HUGH ARI MEYER
RYAN DAVID MEACHAM
Brian Robert Grimditch
Jamie Noelle Rugg
Clark Christian Evans
RICHARD BARNETT
LISA IRWIN STERNBERG
DAVID KAORU YOSHIOKA
BEN EMONS
AARON DEJUAN MORRIS
SHAWN JEN HSIEH
JONATHAN CHRISTOPHER RUGG
Sevag Ossipian
AMANDA LAUREL ROCCA
MILLU CHANG RAMIREZ
LIONEL BENJAMIN TAPIERO
DAVID ALAN HARTMAN
LAURA GABRIELA GARCIA
MIKHAIL JARED HESS
MERCEDES L GUEVARA
CRAIG IRWIN BLOOM
KEN BROZKI
JONATHAN PATRICK O'BRIEN
Chad William Kruger
ANDRES PIO
MICHAEL R BURT
NICOLAS BLATSIOTIS
ANDREW CHONGWOO KIM
HOLDEN C HARTMANN
Jennifer Ann Chapman
Trevor Lowe
Ari Y Brozki
Dylan K Juca
DILINA ISHO
MAGDA ISKANDAR POKORNY
MARK EDWARD FURRER
MICHAEL JAMES CHAN
MELISSA ELIZABETH DELAHOUSSAYE
Rances Mendoza Sainz
CORY M BLOOM
VAHE BABAN
Alejandro Gallegos
Warren Matthew Friedland
GABRIEL ALONZO CASTELLANOS
Caitlin E Bloom
ELAINE DIANE HABIF
CHRISTINE KOHL
JENNIFER ONGSIAPCO ATIENZA
Jason MATTHEW Selzer
NATALYA FIKHMAN
ADAM IRA MARCUS
SUSAN ROMAINE
ROSHAN GHAZNAVI
JASON BRENT KRISCHER
NICHOLAS PETER KALDIS
CARL VERNON CEDER
BARRY LEWIS PINSKY
SHAWN ALAN SHAFER
RYAN RAFAEL GODLIMAN
Sophie Rose Abrams
Anita Kazanjian
HOWARD LYLE ABRAMS
MICHAEL NAZARIAN
JASPREET SINGH PURI
Matthew B Seukunian
DAVID MANDEL
JOHN VICTOR LIPARI
Kate Sarah Freeman
Joy Christine Brannan
Adam Simon Gold
JENNIFER HAN MALEK
CHAD MATTHEW WEBER
Abdulla Mirpur
SAMEER FERRELL
LAURA ELIZABETH LEMOINE
REBECCA KATHLEEN SHAW
KARA SUE BOCCELLA
DEVON GALINDO
Katherine L Thorsey
SUEHYUN KIM

Within 25 miles of Topanga, CA, Best Investors lists 1,091 registered investment advisory firms with 2,237 offices nearby, managing about $27.0T in combined regulatory AUM across 3,500,141 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 Topanga

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