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Best financial advisors in Universal City, CA

Registered advisers within 25 miles of Universal City, CA.

Offices
2,568
Firms
1,146
Combined AUM
$27.3T
Firm-wide filings, not assets booked only here
Clients
3.50M
3,500,958 clients when Item 5C has a number
Avg / client
$7.79M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
KESTRA ADVISORY SERVICES, LLC
U.S. BANCORP ADVISORS, LLC
FABRIC VC
WELLS FARGO CLEARING SERVICES, LLC
UBS FINANCIAL SERVICES INC.
STEAMBOAT VENTURES ASIA MANAGEMENT, LTD.
CONVEY WEALTH LLC
FADE IN FINANCIAL
CONWAY CAPITAL MANAGEMENT, INC.
STARFORT CAPITAL MANAGEMENT LLC
LAZARI CAPITAL MANAGEMENT, INC.
RUSSELL DOE FINANCIAL SERVICES
SIPHRON CAPITAL MANAGEMENT
DIVERSIFIED FINANCIAL MANAGEMENT GROUP, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES

Investors

Vage Tony Garibyan
SHEA DAWN ALLEN
Vasil Emilov Halchev
Bruce Steven Horowitz
BRIAN MICHAEL DANELIAN
Ricardo J Garcia
MANUEL OHANES ASHEKIAN
ROBERT ALAN BLETHEN
PARHAM RASTBAF
CARLOS ALBERTO CABRERA
WILLIAM PATRICK NUGENT
DANIEL ERNEST CONWAY
Rajiv Shah
RICHARD WAYNE PLAMONDON
MICHAEL LAZARI KARAPETIAN
ARAX MALVINA RYVKIN
Kirk Shahen Mekerdichian
EDWARD KELLY LEVI
Hagop Jack Karadanaian
RUSSELL TUPPER DOE
RICHARD T CORNFIELD
JACQUELINE DANIELLE WEINSTEIN
Noah Daniel Klein
JILL HELENE KASEN
Christopher Nevin Reddick
Neal Eckerlin
Mikko D Sperber
Joseph Charles Gitto
Gary Matthew Strangis
ROBERT FRANK FARMER

Within 25 miles of Universal City, CA, Best Investors lists 1,146 registered investment advisory firms with 2,568 offices nearby, managing about $27.3T in combined regulatory AUM across 3,500,958 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 Universal City

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