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Best financial advisors in Alameda, CA

Registered advisers within 25 miles of Alameda, CA.

Offices
2,971
Firms
1,837
Combined AUM
$34.8T
Firm-wide filings, not assets booked only here
Clients
3.75M
3,746,720 clients when Item 5C has a number
Avg / client
$9.28M
Combined AUM ÷ clients

Nearby offices

Firms

ASIA GLOBAL ASSET MANAGEMENT, INC
PHOCAS FINANCIAL CORPORATION
EDWARD JONES
INDEPENDENT FINANCIAL GROUP, LLC
PRINCIPAL SECURITIES, INC.
WELLS FARGO CLEARING SERVICES, LLC
CREATIVE VENTURES MANAGEMENT, LLC
TERRA GLOBAL INVESTMENT MANAGEMENT, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
INFINITY FINANCIAL SERVICES ADVISORY
CETERA INVESTMENT ADVISERS LLC
FINANCIAL AVENGERS, INC.
AUTHENTIC VENTURES INVESTMENT MANAGER, LLC
J.P. MORGAN SECURITIES LLC

Investors

MARVIN YUE-CHIN SHIUE
WANWAN HONG
MICHAEL L HSU
SAMUEL DAN HONG
WILLIAM FRANZ KIM SCHAFF
Christopher Lightner
SAMIR M'BIOKA
JAMES RAPHAEL YEE
TIMOTHY RICHARD YEE
Matthew Mesfin Tekeste
Guy Ben Ari
MICHAEL KEITH MCDONOUGH
JAMES ARCHIE MURRAY
MAY THUY TRAN
THU DUONG
Phuong T Hart
Benjamin Abraham Zusman
Man Shing Kevin Wong
Santiago Manrique Parra
GREGORY BURTON GILBERT
STERLING CARMEN HIRSCH
Mark CHRISTOPHER DeVito
Daire Peter Heneghan
Roscoe Herman Harris
AARON KURT PHILLIPS
WILLIAM STUART MONSTED
Randall w Silvey
AARON C STASULIS
DWAYNE TSUKASA SHIRAKURA
Pietro Puducay
Yusi Zhang
DOUGLAS E GRAU
Bradford Steven Jones
LISA GABEL CLAYCOMB
WILLIAM OWEN WRIGHT
JOHN MARTIN COLLINS
MICHAEL CRAIG MCKEAN
GREGORY WALLACE LEBBERT
MICHAEL LAWRENCE HUG
ELLIOTT ARTHUR PEIGEN
TONY ALAN TOLENE
JOHN MCKINLEY WALLING
John Zamboanga
David Anthony Liberio
TOM DAVID SCIARA
JAZMIN ERENDIRA SORIANO
JIANJUN ZHU
THOMAS WAINWRIGHT SWIFT
DAVID TSANG
Wei Qian
LIEN LAY
JIMIN CHEN
Askar Habybayli
Zachary R Ginsburg
Todd J. Evans
BITALS MAHARJAN

Within 25 miles of Alameda, CA, Best Investors lists 1,837 registered investment advisory firms with 2,971 offices nearby, managing about $34.8T in combined regulatory AUM across 3,746,720 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 Alameda

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 BLACKROCK FUND ADVISORS 1 clients · 9 advisers $4.28T AUM 2 T. ROWE PRICE ASSOCIATES, INC. 83 clients · 235 advisers $2.20T AUM 3 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 4 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 5 CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 39 advisers $1.72T AUM 6 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 7 CAPTRUST 963 advisers $1.24T AUM 8 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM