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Best financial advisors in Valley Village, CA

Registered advisers within 25 miles of Valley Village, CA.

Offices
2,500
Firms
1,145
Combined AUM
$27.6T
Firm-wide filings, not assets booked only here
Clients
3.50M
3,499,712 clients when Item 5C has a number
Avg / client
$7.89M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
LUTR STAR LLC
SAYBROOK ADVISORS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SUNSET VENTURE PARTNERS, LLC
CALIFORNIA CAPITAL MANAGEMENT
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
PRISM ADVISORS, INC.
WELLS FARGO CLEARING SERVICES, LLC
MARELLO INVESTMENT ADVISORS, INC.
U.S. BANCORP ADVISORS, LLC
UBS FINANCIAL SERVICES INC.

Investors

VATCHE DERASSOYAN
Ruben Cavada
Karina Gevorgyan
GREGORY JOHN ZEDLAR
Charles Matthew Gilb
David Connor
ROBERTO ENRIQUE PROANO
Victor Frank Luke
ANAHID DANA LUKE
MARIA ISABEL THORNE
STACEY KIYOMI SNOW
Justin William Van Orden
MCGINNIS ANDREW MCCOY
DIANE CAROL VANAMAN
RYAN WILLIAM HUMBERT
DANIEL BRYAN ALDRICH
Erin M. Cottom
Nicholas Mays
ROBERT GEORGE CHIRANIAN
MANUEL OHANES ASHEKIAN
Roberto Antonio Garcia Leon
Ricardo J Garcia
Leila Chaparian
Nevin C Perera
Juan Alberto Escobar
ROBERT ALAN BLETHEN

Within 25 miles of Valley Village, CA, Best Investors lists 1,145 registered investment advisory firms with 2,500 offices nearby, managing about $27.6T in combined regulatory AUM across 3,499,712 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 Village

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