Best Investors Account Sign in

Best financial advisors in Valencia, CA

Registered advisers within 25 miles of Valencia, CA.

Offices
614
Firms
247
Combined AUM
$14.0T
Firm-wide filings, not assets booked only here
Clients
3.06M
3,056,166 clients when Item 5C has a number
Avg / client
$4.58M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
ADVUS FINANCIAL PARTNERS, LLC
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EAGLE WEALTH MANAGEMENT GROUP INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
PROSPERITAS FINANCIAL, LLC
OSAIC WEALTH, INC.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
MARTIN & COMPANY
SOCAL PLANNERS, INC
CITIGROUP GLOBAL MARKETS INC.

Investors

Mark Paul Guirguis
TODD JUSTIN LERNER
Dwight Wolfe
NICOLE JACQUELINE DOWNING
ROBERT WAYNE DOWNING
PHIL ROBERT SCHRAMM
JAMES ROBERT SCHRAMM
Alexander Kekoa Moran
DOUGLAS RAY EAGLE
JORDAN DOUGLAS EAGLE
JARED PAUL AUDETTE
SHANE PATRICK SNIVELY
KIRK GREGORY BAKER
CHRISTOPHER MATTHEW INGRAM
JENNIFER CARYN BROWN
BYRON PATRICIO ALVARADO
Frederic Matthew Wachtel
HOWARD MARTINEZ
Dulce Melody Vazquez
Rudy Henry Herrera
Eric Abrahamian
JEREMY MICHAEL LEIBOWITZ
Mark Thomas Petersen
Robert John Clark
Kaisee Pelino
Roslyn Clark
Shea Jordan Weiner
Maryam Lisa Odom
Ryder Bendrat
Ryan Mittelman
Antonio DeFrank
Ethan Kameron Alvarez
Sean Keegan Edward Denich
JERRY ROBERT CITARELLA
Grant Moulton
Rian Geoffrey Denich
Mark Stephen Gustafson
McEathren Herrera
DONALD EVAN BLAUNER
Kieran Thomas Wong
GARY NORMAN CLARK
Andrew Cohen
KATHY SONG
Jeffrey Eisenberg
Nicholas Bernard Green
Katherine Cooper
LOIS E Gough LOPEZ
BRIAN JOHN MARTIN
STEPHEN KENYON JOHNS
Bret Schultz
Ida Rebeca Jardines
CHRISTOPHER DARIN MUNCHHOF
SHAWN DEON ABRAHAMSE
Susan Rodriguez
MICHELLE MARIE ELLIOT

Within 25 miles of Valencia, CA, Best Investors lists 247 registered investment advisory firms with 614 offices nearby, managing about $14.0T in combined regulatory AUM across 3,056,166 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 Valencia

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM