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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

CAMPDEN CAPITAL LLC
DEEP FIELD ASSET MANAGEMENT, LLC
AMERICANA PARTNERS, LLC
BORRIS NII & COMPANY
MONOGRAM CAPITAL MANAGEMENT, L.P.
ARCADIAN CAPITAL MANAGEMENT, LLC
CORNERSTONE GROUP VENTURES, LLC
AIRE ADVISORS, LLC
MFA GLOBAL CONSULTING GROUP LLC
WELLS FARGO CLEARING SERVICES, LLC
J.P. MORGAN SECURITIES LLC
SIEBERT ADVISORNXT, LLC.
CETERA INVESTMENT ADVISERS LLC
LIFE LINE WEALTH MANAGEMENT LLC
LIFE LINE FAMILY HERITAGE FUND MANAGEMENT, LLC
VALLEY FINANCIAL MANAGEMENT, INC.
SVB WEALTH
ELIOT FINKEL INVESTMENT COUNSEL, LLC

Investors

Miles Ian Stackpool
Edward Matthew Mobbs
Brandyn Cole Kalani Moniz
Matthew Joseph Celenza
THOMAS JAY KOWALCHUK
HOWARD MICHAEL BORRIS
ROBERT CLARK NII
SIMONE LIU
KRISTINA COSMA DOWNING
BALFOURE PATRICK BRENES
Neil Tobias Unger
Nathan Mescobi
PHILIP HUGO FESSLER
JAMES CHARLES NAIFY
AMIR ALI MONSEFI
SHARON NASSIRZADEH
MARYAM KHOSHREZA
LILY DEBORAH MOSSAYI
Daniel P Ebert
MARCOS FIGUEROA
ALEX GANAPOLSKY
JOSEPH JOHN D'ARRIGO
Rodney Chu
JUSTIN ROBERT KOROYAN
HAROUTYUN Arthur GALAJIAN
Alec Joseph Stevenson
COLETTE ERASMUS
Bo John Calvert
BRADLEY W POOCK
ZhengNan Xu
ERICSON SHI
Kenneth KiHyuk Yang
JACQUELINE BARBARA YAPP
MONTE TRAFICANTE
William Reimer Lavelle
AARON JEROME STEPHENS
Cristian Enrique Mundy
LAMECK HUMBLE LUKANGA
Sebastian Earl Eccles
Alexander Notaro
LEONID MEDVED
Mahshid Kamali
PETER HELLER FINKEL

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