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Best financial advisors in Van Nuys, CA

Registered advisers within 25 miles of Van Nuys, CA.

Offices
2,519
Firms
1,181
Combined AUM
$27.6T
Firm-wide filings, not assets booked only here
Clients
3.50M
3,503,282 clients when Item 5C has a number
Avg / client
$7.89M
Combined AUM ÷ clients

Nearby offices

Firms

PRISM ADVISORS, INC.
INTERLOCK EQUITY LP
CORAL TREE MANAGEMENT, LP
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO CLEARING SERVICES, LLC
CORBEL CAPITAL PARTNERS
ALPHA EDISON MANAGEMENT COMPANY, LLC
J.P. MORGAN SECURITIES LLC
KINGSWOOD CAPITAL MANAGEMENT, L.P.
BLUE ZONE WEALTH ADVISORS, LLC
TERRAMAR CAPITAL ADVISORS, L.P.
R.H. DINEL INVESTMENT COUNSEL,INC.
ASCENDANT CAPITAL PARTNERS LP
CARMELINA CAPITAL, LLC
AJAX ASSET MGMT., LLC
U.S. BANCORP ADVISORS, LLC

Investors

STACEY KIYOMI SNOW
Justin William Van Orden
MCGINNIS ANDREW MCCOY
DIANE CAROL VANAMAN
RYAN WILLIAM HUMBERT
JAMES M LOFTUS
PATRICIA ANN BOWE
WAYNE CHRISTOPHER HILDENBRAND
ROBERT ALAN JACOBSON
DMITRIY GINOSYAN
OMAR GARCIA
DEAN HO YEOL YOON
JAMES CANELA
BAKTASH AHMAD RASHIDI
Jay Carl Sanders
JUDITH MARIA LU
JOSHUA MARTIN SAILAR
BRYAN JAMES LEE
Anderson Jansen Lafontant
Justin Junho Yoo
Michelle Kamrany
Robert James Terrell
RICHARD HENRY DINEL
GREGORY ROBERT NATHAN
Matthew David Bowen
Lincoln Rosenblood-Cappe
Michael Phung

Within 25 miles of Van Nuys, CA, Best Investors lists 1,181 registered investment advisory firms with 2,519 offices nearby, managing about $27.6T in combined regulatory AUM across 3,503,282 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 Van Nuys

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