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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

AMERIPRISE FINANCIAL SERVICES, LLC
J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SCHWAB WEALTH ADVISORY, INC.
UBS FINANCIAL SERVICES INC.
RBC SECURITIES, INC
FIFTH THIRD SECURITIES, INC.
CHARLES SCHWAB & CO., INC.
CRESSET ASSET MANAGEMENT, LLC
TRYPERION
BUTTERFLY EQUITY LP
TRYPERION MANAGER LLC
RAYMOND JAMES & ASSOCIATES, INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
BROOKSTONE WEALTH ADVISORS, LLC

Investors

DAVID MARK FISHMAN
TRAVIS ANTHONY GABLER
Jac B Stulberg
Xavier M Ray
KYLE A LASKIE
LADAN BOLOORIAN
BRETT EUGENE DALTON
Zak W Shapiro
Pei Suen Ng
TAYLOR EASTLAND SHOOP
John Henry McGee
Stephan A. Muccular
Robert Cohen
Jacob Parker
WILLIAM EDWARD SNELSON
Eric R Glade
KERRY LYNN OVERTON
BRANDON BAY
JERMAINE LA MONTE JAMISON
Svetlana Vasilenko
Abraham Ruelas
Mary Allison Bourke
NEIL JARED COHEN
YASMINE NATHALIA DE LANNOY-REYNOLDS
Naafe Hakeem
EIMAN MALEKI
YOURDANOS MULATU
Cristian Barrera
Nadia Allaudin
CATHERINE A CAMPOS
Akiva Fialkoff
Arianna Stern
DIMITRI TSIOUTSIOPOULOS
DANIEL PAUL CHESLER
Gianni De La Cruz
Reginne Arevalo
Eduardo Camacho
Kamil Rehman
BRENTON MICHAEL HARRIS
Aram Amiryan
Bailey Burke
Dilun Wu Cross
PAMELA L BENNETT
Donavin D C Bausley
George L Buza
John Perry
Luis Castaneda
Nicolas R Gentin
Letitia A Sison
Joseph Reina
MONICA ADRIANA MARCIANO
Vanessa Avendano Aguilar
GLEN TITAN
WAYNE GEORGE ROGERS
RAYMOND ANTHONY MARTINEZ
ERIK KRISTIAN LARSEN
PANIZ RAEISI
CRAIG DOUGLAS KELLEY
MATTHEW STEIGER
ALI M BANKI
Sanjay Chugani
Ryan James Tunnell
MARQUES J DICKSON
Rahul Karugapadam
STEPHEN PAUL KEARNS
Robert L Nagy
PHILIP ANDREW SANCHEZ
Corey Alexander Kelly
Jon Marc Carrier
Sarah Kaitlin Leonard
Blake X. Lenk
Natalie Michelle Traylor
JENNIFER VAN KLEECK
RYAN PATRICK ALLEN
Edward Jae Ahn
REBECCA SUSAN ROTHSTEIN
TIMOTHY D. LEONARD
JOHN W VUKSON
DAVID M HUBBEL
MARK ROBERT VARO
HERMAN DEMETRIO QUISPE
RICKY YANG
Shanon Still
Michael JE Williams
EVAN D ROTHSTEIN
JOHN CHRISTOPHER VIZCARRA
THOMAS KENNETH SUTTER
FRED GIORDAN GRISCHOTT
JIMMY ERNESTO TORRES
JOSHUA ANDREW ROSENZWEIG
WESLEY GORDON SCOTT
DIEGO KAPELUSZNIK
Joseph Christopher Horner
Anthony Edward Rodriguez
Stephanie S Kim
Grant E Berman
David Elmaleh
THOMAS ANTHONY KREUZER
PETA PERRI SKLARZ
LISA ANN DETANNA
GARY JAY HANDLER
Ariel Bobroff
ANDREW M WALDBAUM
WILLIAM HENRY ATHA
SYLVIA GARCIA
Nicholas A Berman
LUKE JARED PETRARCA
ARMIK AGHAKHANI
Barry Alan Bernstein
Kaleb Darren Goodman
David Yi
William Lindvall
Rishab Kamat
Pang-Yuan Nicole Chang
ANDREW H LEE
MARJAN KAMYAR
SUSAN VALDIVIA
GHALIB ABDULLA KANJI
Kamo Jurn
ERIK JACK WILLANGER
TYLER DONALDSON CREMER
Ayelet E Arnall
PAUL STEVEN COHEN
PAUL BRYAN BERMAN
RONALD CRAIG BETTEN
SCOTT D. BURNS
JOSEPH JAMES KLAUZAR
RICHARD Andrew ROESER
Ariel Praw
DAVID BARRETT BERMAN
ROBERT SACKLER
GLENN JAFFE
YVETTE ZEPEDA
ATHENA KELLER
ALEXANDER TANIOUS
SAMUEL KAGAN
DMITRY MATOUSOV
Donald T Murphy
SCOTT A. SANDEFUR

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