THE LIST – Largest Money Management Firms

EXECUTIVE SUMMARY The money management companies on the List are represented by national and local firms with offices in the greater San Fernando Valley region. The companies are ranked by the value of client assets managed out of the San Fernando Valley region offices. Seven of the companies on the List reported regional gains of about 11 percent or more in 2011, including: American Realty Advisors, Wells Fargo Advisors, Morton Capital Management, Raymond James Financial Services, BNY Mellon Wealth Management, Manchester Financial and Legacy Wealth Partners. New to this year’s list are: Charles Schwab & Co., Raymond James Financial Services, and WESCAP Management Group Inc. — By Adelaide Chen THE PACESETTER With nearly $4.2 billion in real estate assets through the third quarter of 2011, American Realty Advisors climbed to the top of the List of largest money management firms in the greater San Fernando Valley region. The company, founded in 1988 and headquartered in Glendale, has six additional offices nationwide. It acquires real estate properties in major cities as part of its investment strategy. The mix of properties include: industrial, office, apartments and retail shopping centers. — By Adelaide Chen Download the 2012 LARGEST MONEY MANAGEMENT Firms list (pdf)