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Best financial advisors in Verdugo City, CA

Registered advisers within 25 miles of Verdugo City, CA.

Offices
2,335
Firms
1,080
Combined AUM
$27.1T
Firm-wide filings, not assets booked only here
Clients
3.50M
3,498,199 clients when Item 5C has a number
Avg / client
$7.75M
Combined AUM ÷ clients

Nearby offices

Firms

AWM CAPITAL, LLC
FOLVEX CAPITAL MANAGEMENT LLC
CLIFFORD SWAN INVESTMENT COUNSELORS
PRIMECAP MANAGEMENT CO
CITIGROUP GLOBAL MARKETS INC.
GWN SECURITIES INC.
PRIME CAPITAL FINANCIAL
FADE IN FINANCIAL
SCOUT WEALTH ADVISORS LLC
LPL FINANCIAL LLC
BRUMM FINANCIAL SERVICES, LLC
FLAHERTY & CRUMRINE INCORPORATED
CETERA INVESTMENT ADVISERS LLC
COMMONWEALTH FINANCIAL NETWORK
CERITY PARTNERS LLC
RETIREMENT WELLNESS GROUP

Investors

Jillian Marie Martinez
Nathan Minho Chong
William Chapman
Daniel Urbano Lemus
Leighton William Helfrick
LLOYD KATHARINE WONG
LESLIE ANN MANUEL GUTIERREZ
David Yi-Yen Lin
CHARLOTTE CHEIM ANTEN
ELLIOTT CURTIS HOLLINGSWORTH
GEORGE EDWARD HASBUN
RANDALL LEE ZAHARIA
KATHLEEN GILMORE
BILLY J.H. YEH
KEVIN JAMES CAVANAUGH
Raymundo Flores
Austin Highsmith Gewecke
Raymond Gilbert Torres
PETER JAMES BOYLE
MAXWELL RAMSEY PRAY
Murcy Ya Ni Huang
ROGER LELAND (JR) GEWECKE
Kristen LaSasso
ANDREW CHAN
TONY KUNGPO YANG
JINGXUE LIANG
SHAMINDER SINGH DHINDSA
MARIO REYNALDO REINA
NATHANIEL THOMAS KIRK
ROBERT KADE MARRIOTT
Kevin Yardumian
NICHOLAS HENRY STONNINGTON
NICHOLAS HENRY STONNINGTON
NHA DOAN PHUOC TON NU NGUYEN
MAYA LEE POCKER
GIL OREN POCKER
KARINAITZEL AYALA LOPEZ
DONNA MARIE GADDIS
KEVIN EDWARD MARTINEZ
BENJAMIN ALFRED LEMON
FELIKS REYTBLAT
JOHN JOSEPH POLWREK
JOSEPH KANAN POLWREK
LINDA KANAN POLWREK
ROBERT A CLAROS
DONALD WILLIAM ELLIOTT
BRADLEY MARSHALL
DENIS J BRUMM
TIMOTHY ALAN JOHNSON
CHRISTOPHER LEE WILLIS
PHILIP STEWART GLEASON
WHITNEY L VISGER
NICOLE TAYLOR RYAN
COLIN STEPHENSON MACKENZIE
AUSTIN PARK
JEFFREY JAY PORTER
PAUL REYNOLD CYGAL
JAMES STUART OLSON
MATTHEW BRYAN DUPON
THERESA MARY CHRISTINE MAHONEY
SCOTT ELLIOTT MILLER
Arin Hovanesian
LEO PUI HONG WAI
CHARLES COULBOURN HACKERMAN
JUSTINE E. MUNOZ
THOMAS SHELDON JONES
PETER LAWRENCE VIEHL
SCHUYLER ODA MANN
BEAU GESTE D'SILVA

Within 25 miles of Verdugo City, CA, Best Investors lists 1,080 registered investment advisory firms with 2,335 offices nearby, managing about $27.1T in combined regulatory AUM across 3,498,199 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 Verdugo City

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