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Best financial advisors in Village, CA

Registered advisers within 25 miles of Village, CA.

Offices
2,741
Firms
1,207
Combined AUM
$27.8T
Firm-wide filings, not assets booked only here
Clients
3.51M
3,512,263 clients when Item 5C has a number
Avg / client
$7.90M
Combined AUM ÷ clients

Nearby offices

Firms

MUTUAL OF OMAHA INVESTOR SERVICES, INC.
LEGACY WEALTH MANAGEMENT, LLC
3L CAPITAL MANAGEMENT, LLC
SHAMROCK CAPITAL ADVISORS, LLC
ROMILLY INVESTMENT MANAGEMENT, LLC
MISSION WEALTH MANAGEMENT, LP
ALPHA EDISON MANAGEMENT COMPANY, LLC
RLH EQUITY PARTNERS
HIGHTOWER ADVISORS, LLC
U.S. BANCORP ADVISORS, LLC
SDS REAL ESTATE ADVISORS
STRATEGIC ADVISERS LLC
WELLS FARGO CLEARING SERVICES, LLC
J.P. MORGAN SECURITIES LLC
CLAIRMONT CAPITAL GROUP, LLC
BROXTON CAPITAL ADVISORS
PACIFIC SUN FINANCIAL CORP
SILVER OAK WEALTH ADVISORS SERVICES, LLC

Investors

FRANKLIN MOHRI
LALEH HAKIMI
AIDA Shahid MCNAMARA
vito Giovanni Roberto
William Franklin Larsen
DAVID MILES SZABLA
Sean Pitstick
EVAN WILLIAM HUNTER
Shaina Uday Desai
Ian Ruebel
Shaan Matthew Baren
Andy Alexander Cortes
Drew Daniel Morwood
Szi Kiat Lee
Daniel Dongmin Kim
Mitchell Ito
KENNETH EARL MAYNE
CESAR A CAP
NEDA AFNANI RIYAZATI
DILLON D FONG
Bradford Lee Gold
ROBERT ALLEN COOKE
Robert Edmondson Hearn
RYAN JEREMY FISHER
SHUFAN NMI CAO
ALYSSA LAUREN CREWS
LAURA ROBAYO

Within 25 miles of Village, CA, Best Investors lists 1,207 registered investment advisory firms with 2,741 offices nearby, managing about $27.8T in combined regulatory AUM across 3,512,263 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 Village

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