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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

FINALITY CP MANAGEMENT LLC
CARAVAN MANAGEMENT, LLC
FABRIC VC
SQUARE NINE CAPITAL, LP
KIDS CAPITAL MANAGEMENT, L.P.
STONEBRIDGE CAPITAL MANAGEMENT INC
HAROLD DAVIDSON & ASSOCIATES, INC
ALIGNE WEALTH ADVISORS INVESTMENT MANAGEMENT (AWAIM)
OMNIQUEST CAPITAL, LLC
K FUND CAPITAL MANAGEMENT, LLC
REMY INVESTORS & CONSULTANTS, LLC
MURAWSKI WEALTH MANAGEMENT
FREQUENCY CAPITAL ADVISORS, LLC
HCR WEALTH ADVISORS
MERCER GLOBAL ADVISORS INC.
SYMBIOTIC CAPITAL
PCCP, LLC
GALLANT CAPITAL PARTNERS LLC
VIDA VENTURES ADVISORS
VIDA VENTURES MANAGEMENT

Investors

RICHARD CLARK BARRETT
Gillian Frances Goldman
VICK KHOBOYAN
CRAIG ERIC FARKAS
HAROLD ALAN DAVIDSON
Stephanie Chow
Jacob Randall Weston
IVAN MANUEL ILLAN
Xi Zhang
JONAS BOB LEE
Andrew Porter Dirks
MATTHEW JAMES MURAWSKI
ADEYEMI A WINFUNKE
STEVEN Jeff CAMPEAS
Andrea Shieh
Hrachya Rich Davtyan
CHRISTOPHER GOMEZ

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