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Best financial advisors in Venice, CA

Registered advisers within 25 miles of Venice, CA.

Offices
2,692
Firms
1,199
Combined AUM
$27.8T
Firm-wide filings, not assets booked only here
Clients
3.51M
3,509,650 clients when Item 5C has a number
Avg / client
$7.91M
Combined AUM ÷ clients

Nearby offices

Firms

JGL ADVISORY LLC
AMPLIFY.LA PARTNERS, L.L.C.
AMPLIFY.LA MANAGEMENT, L.L.C.
ION PACIFIC, INC.
RIOT VENTURES MANAGEMENT, LLC
MDRN WEALTH
PLUS CAPITAL
J.P. MORGAN SECURITIES LLC
LILAC WEALTH, LLC
CIV INVESTMENT MANAGEMENT, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
ONESEVEN
AMBOY STREET VENTURES, LLC
MATADOR-PALA CAPITAL, LLC
WELLS FARGO CLEARING SERVICES, LLC
SUPERBLOOM PARTNERS
PARADIGM ASSET MANAGEMENT,INC.
MAIN STREET ADVISORS
PERIGON WEALTH MANAGEMENT, LLC
NEW ECONOMY CAPITAL MANAGEMENT LLC

Investors

John Damion Boyd
JUSTIN A FALZONE
MUDDASSIR ZAFAR
ANDRES A CARDONA
Rafael Real Bravo
DAVID J PARZIALE
Patrick Norambuena
ANNE B. JOHNSTON
TANJEEMA SHAHEEDA ISLAM
CHRISTIAN VINICIO CORADO
ERNEST WILLIAM WENNERBERG
GREGORY FRED WENDT
MICHAEL JAMES FEMINO

Within 25 miles of Venice, CA, Best Investors lists 1,199 registered investment advisory firms with 2,692 offices nearby, managing about $27.8T in combined regulatory AUM across 3,509,650 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 Venice

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