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Best financial advisors in Valley Glen, CA

Registered advisers within 25 miles of Valley Glen, CA.

Offices
2,574
Firms
1,183
Combined AUM
$27.6T
Firm-wide filings, not assets booked only here
Clients
3.50M
3,503,158 clients when Item 5C has a number
Avg / client
$7.89M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BILLFOLD BUDGET COUNSELING
BANKERS LIFE ADVISORY SERVICES, INC.
DAVIDSON KAHN CAPITAL MANAGEMENT, LLC
J.P. MORGAN SECURITIES LLC
MOSTT INC.
SHUCHA WEALTH MANAGEMENT LLC
U.S. BANCORP ADVISORS, LLC
WELLS FARGO CLEARING SERVICES, LLC
BEVERLY HILLS FINANCIAL PLANNERS, LLC
KB PRIVATE WEALTH MANAGEMENT GROUP

Investors

Marisela Contreras
ANNA MARIE TURCO
CHRISTINE CABRAL STERN
RONALD J RUBIN
Tho Nhu Ngo
Vahan Karsian
JUAN CARLOS LA RIVA
DAVIT KESABYAN
WILLIAM JAMES HATTON
Angel Matos
IOAN GRIGOR
Jamshid Seleh
Jake Ryan Davidson
DREW FREDERICK COHEN
ALEX LANZKOWSKY
Myles R. Luster
ANNA HOVAKIMYAN
KSENIA Y YUDINA
Tatiana Irina Vogelaar
Aaron Meir Shuchatowitz
Leila Chaparian
Juan Alberto Escobar
IRINA BYKOVA
SEVAN KARAKESISIAN
MAHSA NOBAKHT FARD
SARMEN HAIRAPETIAN
MICHAEL ANDREW GRODOTZKE
TIMOTHY GEORGE FITZGERALD
Debi Vasques
Erica Lauren Vasques
ANGELO TALEBI
KARY JAY BARTMASSER

Within 25 miles of Valley Glen, CA, Best Investors lists 1,183 registered investment advisory firms with 2,574 offices nearby, managing about $27.6T in combined regulatory AUM across 3,503,158 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 Valley Glen

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