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Best financial advisors in Woodland Hills, CA

Registered advisers within 25 miles of Woodland Hills, CA.

Offices
2,163
Firms
1,069
Combined AUM
$27.4T
Firm-wide filings, not assets booked only here
Clients
3.72M
3,720,135 clients when Item 5C has a number
Avg / client
$7.37M
Combined AUM ÷ clients

Nearby offices

Firms

ATALA FINANCIAL INC
FD WEALTH ADVISORS, LLC
EXTRACT ADVISORS
ARES FINANCIAL CONSULTING LLC
FIDELA WEALTH
BITFI CAPITAL LLC
MARI LEGACY GROUP, LLC
FOCUS PARTNERS WEALTH, LLC
MUTUAL ADVISORS, LLC
KENNEDY WEALTH MANAGEMENT, LLC
INDEPENDENT FINANCIAL GROUP, LLC
RAYMOND JAMES & ASSOCIATES, INC.
OSAIC WEALTH, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
VANDERBILT ADVISORY SERVICES
HIGHTOWER ADVISORS, LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
PRIVATE WEALTH SOLUTIONS, LLC

Investors

SHAWN SHYAMA PATT
MICHAEL ABDUL SALAM
PHILLIP DEBOALT
JEFFREY T RICHTER
MICHAEL THOMAS LAMBRAKIS
MELISSA M ESTRADA
CONSUELO ELIZABETH WEBB
DAVID THOMAS TRACY
EVAN CROOK BARRETT
Tanner Joseph WATSON
BRADLEY ANDREW LEVIN
Michael A Massarano
MARK STEVEN KENNEDY
Christopher Kadin Hoshyarsar
JAMES E ALBRECHT
ADAM ZACHARY HAND
MICHAEL CHARLES MARANGOLA
GRANT ANTHONY SEYBOLD
TRENT SCOTT SEYBOLD
JOSEPH CHRISTOPHER MARANGOLA
CHRISTINE KAYDEE HOENIG GARCIA
KYLE JOSEPH WHITTEN
HUONG THOAI TRAN
ADAM SCOT GOLDSTEIN
JONATHAN FRANKLIN ROWSEY
KEVIN ROY WHITTEN
Richard Samuel Bonge
Philip Bristow Thomas
Jordan Marie Nguyen
EDWARD WAYNE CHARTON
Nathan Matthews
Michael David Feistel
Nicholas Desmond
JAMES THOMAS SPACH
CHARISSA ANNE SPACH
HEGHINE KIRAKOSYAN
Taylor Marie Johnson
Andrew Joseph Miller
DANIEL ABANKWAH
Nina Decheva
RYAN MAURITZ LILJEGREN
Christa Lynn Redman
MARK JOSEPH STICKNEY
Brian Kenneth Altounian
TAMMY ROSE TAYLOR
Luke Crofts
Jonathan Scott Drubner
Benjamin Posen
Gary Levenstein
Tyler Dritz
MICHAEL AARON WAXBERG
HANNA GRICHANIK
ERIC ODELLE PUCKETT
Kumbirai Vincent Mtunga
DOUGLAS JAMES LAGERSTROM
ALLEN NMN MINASSIAN

Within 25 miles of Woodland Hills, CA, Best Investors lists 1,069 registered investment advisory firms with 2,163 offices nearby, managing about $27.4T in combined regulatory AUM across 3,720,135 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 Woodland Hills

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