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Best financial advisors in Alamo, CA

Registered advisers within 25 miles of Alamo, CA.

Offices
2,060
Firms
1,226
Combined AUM
$32.3T
Firm-wide filings, not assets booked only here
Clients
3.72M
3,719,242 clients when Item 5C has a number
Avg / client
$8.67M
Combined AUM ÷ clients

Nearby offices

Firms

RUDNEY ASSOCIATES
PHILOSOPHY CAPITAL MANAGEMENT LLC
LODESTAR PRIVATE ASSET MANAGEMENT LLC
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
RBP INVESTMENT ADVISORS INC.
PRIVATE ADVISOR GROUP, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
HIGHTOWER ADVISORS, LLC
PRING TURNER
U.S. BANCORP ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
KOCH CAPITAL MANAGEMENT LLC
CONDUIT CP INVESTMENT I LLC
FULLERTON ADVISORS, LLC
GALLAGHER WEALTH MANAGEMENT
STEWARD PARTNERS INVESTMENT ADVISORY, LLC
SANCTUARY ADVISORS, LLC

Investors

ERIC ALLAN RUDNEY
ANTHONY JOHN JURADO
JOSEPH WEBSTER HARRISON
JASON RILEY MCCOY
Amanda Mishaela Albright
KEVIN LEVERNE GRAY
NATHANIEL J HINTZ
TROY AARON ROULEAU
JAMES JESUS-MARTINEZ HAYES
Brian R Nimr
PETER THOMAS WALDRON
PETER FREDERICK LANDINI
SCOTT ALAN SPRAGUE
ALEXANDER SASHA IZMAILOV
REBECCA YVANNE WYNARCZYK
CHARLES STUART TYLER
Kristin Adelson Bartlow
JAMES WILLIAM KOPAS
THOMAS JOHN KOPAS
James W Choi
VIRGIL JOHN THRELKELD
ERIC KEONE SLACK
DWIGHT DOUGLAS PETERSON
MILTON KENNETH GUZMAN
JIANI ZHU
Frank N. Lizotte
JAMES EDWARD KOCH
Nicholas C Fullerton
CHRISTOPHER JAMES GALLAGHER
TRACY JAO
JOHN HO SEO
Shawn Helene-Leonard Hawkins
JOHN R SLONAKER
JOHN ANDREW HANNON
CLARK JAMES GERANEN
MICHAEL DAVID ALLARD

Within 25 miles of Alamo, CA, Best Investors lists 1,226 registered investment advisory firms with 2,060 offices nearby, managing about $32.3T in combined regulatory AUM across 3,719,242 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 Alamo

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