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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

GUILD INVESTMENT MANAGEMENT, INC.
LPL FINANCIAL LLC
PLANMEMBER SECURITIES CORPORATION
AMERIPRISE FINANCIAL SERVICES, LLC
CIV INVESTMENT MANAGEMENT, LLC
EDWARD JONES
POWERHOUSE CAPITAL
RAYMOND JAMES & ASSOCIATES, INC.
CITIGROUP GLOBAL MARKETS INC.
AMBOY STREET VENTURES, LLC
RCF ASSET MANAGEMENT GROUP 4, LLC
RSC ASSET MANAGEMENT GROUP, LLC
RSC INDUSTRIAL ASSET MANAGEMENT GROUP 2, LLC
RCF ASSET MANAGEMENT GROUP 3, LLC
MD WEALTH PARTNERS, INC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J.P. MORGAN SECURITIES LLC

Investors

MONTAGUE NMI GUILD,JR.
ANTHONY RUTHERFORD DANAHER
STEVEN LANCE BAILIN
KELLY ALEXANDRIA MARKOWITZ
JEFFREY LANCE PRINCE
SCOTT A ANDERHOLT
EMILY ANN TREMATERRA
MATTHEW MICHAEL PIEDMONTE
RANDI MERL DENNEN
GARRETT JAMES DE BUISER
W. KYLE GRIFFITH
JOHN TILLMAN FOSTER
Deborah Diamond Der-Hammett
Naomi F Price
William Runkle
SEAN R COUMANS
ALAN MARC SOLTMAN
Richard Sinderbrand
MASON TURNER
Ryan Patrick Lynch
NICHOLAS WILLENBRING
MARK D WENDELL
ANDRES A CARDONA
Rafael Real Bravo
DAVID J PARZIALE
Patrick Norambuena
MUDDASSIR ZAFAR
SCOTT DAVID NELSON
KAMIE LEE ABRAHAM
ROBERT GERARD KERNOCHAN
JACLYN ELAINE MADRID MERCER
Christopher Green

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