Best Investors Account Sign in

Best financial advisors in Winnetka, CA

Registered advisers within 25 miles of Winnetka, CA.

Offices
2,124
Firms
1,052
Combined AUM
$27.0T
Firm-wide filings, not assets booked only here
Clients
3.50M
3,499,338 clients when Item 5C has a number
Avg / client
$7.71M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
LAZARI CAPITAL MANAGEMENT, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO CLEARING SERVICES, LLC
PEAK FINANCIAL PLANNING
ODER INVESTMENT MANAGEMENT, LLC
COULOMBE AND SONS WEALTH MANAGEMENT
TRANSAMERICA FINANCIAL ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
VERUS CAPITAL PARTNERS, LLC
EDWARD JONES
PROVIDENCE FINANCIAL AND INSURANCES, INC.
RAYMOND JAMES & ASSOCIATES, INC.
GRADIENT ADVISORS, LLC

Investors

Benjamin Rogan Friedman
VIRIDIANA ROJAS
SERRIA TAWAN REGO
Kristina Marie Zimmerman
MICHAEL LAZARI KARAPETIAN
ARAX MALVINA RYVKIN
RICHARD WAYNE PLAMONDON
Rajiv Shah
Hagop Jack Karadanaian
Kirk Shahen Mekerdichian
EDWARD KELLY LEVI
ANDRES BARAJAS
AIMEE MARIA FLOREA
SHARAN DHIMAN
RONI ARJANGRAVESH
MATTHEW CHARLES WARNER
Eric Amzalag
Cody Michael Emerson
ANTHONY JOSE CALDERON
JOSHUA KENNETH ODER
STEVEN SAMUEL ZORN
LUCAS ANDREW FRANCO
Y Samuel SHIH
Andre Normand Coulombe
HANNA LIZA HORENSTEIN
Marcia Cornwell
Rafael Mora
Carlos Di Ponio
JOSEPH PATRICK DAVID GOPEZ
RICHARD GABER ISAACS
Whitney O'Quinn
GREGORY ELIA
Ali Navid
MICHAEL JOSEPH BERNARDO
SATENIK NSHANYAN
GREGG AUSTIN DIAMOND
JASON DEREK LEE
Nevin C Perera
Joy Christine Brannan
THUAN KHAI LAM
Lorraine Ann Grossman
JAKE ISAAC SARNOFF
ANTHONY ALAN SACCARO
Eric K Dizon
Zachary David Gunderson
Thomas Kealy Rockel
CHARLES MARK ISAACS
DAVID ABRAHAM PALLER
JONATHAN SAMUEL ISRAEL
Rakhi Sood Pritchard
Jakob Rainer Balcom
Megan H. Pritchard
Jaron Richard Singletary
Michele Lee Farrell

Within 25 miles of Winnetka, CA, Best Investors lists 1,052 registered investment advisory firms with 2,124 offices nearby, managing about $27.0T in combined regulatory AUM across 3,499,338 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 Winnetka

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