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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

IEQ CAPITAL, LLC
WELLS FARGO CLEARING SERVICES, LLC
TRANSAMERICA FINANCIAL ADVISORS, LLC
CROSSCUT VENTURES MANAGEMENT, LLC
MCINTOSH CAPITAL ADVISORS, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J.P. MORGAN SECURITIES LLC
WESTSIDE FINANCIAL ADVISORS LLC
TDG CP LLC
BEAR NOLAN LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CITIGROUP GLOBAL MARKETS INC.
KINGSWOOD CAPITAL MANAGEMENT, L.P.
BLUE ZONE WEALTH ADVISORS, LLC
TERRAMAR CAPITAL ADVISORS, L.P.

Investors

LAUREN JILL Garner
Jack Thomas Deardorff
ROGER DARRON STEELE
JUSTIN STEWART SATINOVER
JEREMY T BOOKER
HUGO WILLIAM ANDERSON
VICTOR H CALVA
PHILIP THOMAS WINTERSON
JEFFREY HARRIS REICHWALD
GEORGE NOEL PEREZ
JORDAN SCHOENBURG
MITCHELL ROSS PINDUS
JARRAD SCOTT SCHULTZ
Julia A Boustany
Jenna Steinhauer
Simon W Zhang
Ashley Nicole Cruz
Jaclyn J Wittbrodt
Jonathan Ellinger
PAYAM HOMAPOUR
Niko Zadin Angelo Aurelio Adeva
Jinfeng Su
ALFRED LEE MCINTOSH
Joshua Coello
Ivan A. Beltran
JANET GISENIA HERNANDEZ-RAMOS
Roque Wicker
Michael F Setlich
JON ROBERT DENNIS
Turkessa Ferrer-Babich
Kenneth Adrian Cornutt
Samuel Landman
Christopher Ridout
Wendy Nicole Atlin
Gahng Gook Choi
OMAR GARCIA
Jared Nolan
NITA MUKESH JOSHI
Conor Friedle
HILLARY RUTH HEYL
NUBIA ALVARENGA
STUART NATHAN ROSENBERG
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

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