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Best financial advisors in Alviso, CA

Registered advisers within 25 miles of Alviso, CA.

Offices
1,647
Firms
905
Combined AUM
$18.9T
Firm-wide filings, not assets booked only here
Clients
3.39M
3,390,239 clients when Item 5C has a number
Avg / client
$5.58M
Combined AUM ÷ clients

Nearby offices

Firms

CO=CREATION=CAPITAL
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AMBIX VENTURE MANAGEMENT, LLC
J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STRATEGIC ADVISERS LLC
INRI
TRANSAMERICA FINANCIAL ADVISORS, LLC
NEWEDGE ADVISORS
PLUG AND PLAY FUND MANAGEMENT I, LLC
PNP SCALE MANAGEMENT LLC
THE BLAKELEY GROUP INC
ATLAS PACIFIC MANAGEMENT LLC
MISSION CAPITAL ADVISORS INC.
LPL FINANCIAL LLC
SEQUOALPHA MANAGEMENT LLC
PA CAPITAL MANAGEMENT LLC
WELLS FARGO CLEARING SERVICES, LLC

Investors

KENNETH A PRODGER
JOHN JAMES DOMINGE
SCOTT CHRISTOPHER GILL
Apostolos N Kiriazis
Vuong H Le
RANA OROUMI
LUCAS LOC THAI
TIM JUEI-TING KAO
JEFFREY COPLAN
TREVOR DEPRIEST
TOMMY NGO
RAMON Dedrick WARE
PHU THANH NGUYEN
ANH H NGUYEN
MIKHAEL TURCAN
NATHANIEL L. GARCIA
DAE YOUNG CHUNG
FARZAD RAUFI
JOSHUA THOMAS DENTON
MARK RICHARD KLEINER
ERIC ALEXANDER TALLON
THU-HUONG NGUYEN
PAMELA LIJING YOU
ARMAN BHANGU
KIM ANNE BRADFORD
CHEUK HONG WONG
WILLIAM JAMES DONNELLY
DICK EUGENE BLAKELEY
YUENMAN ANNE MAK
LAN LIN
Tam Thanh Le
PRESTON TOWERS DODD
SEONGU LEE
An Nguyen
RODOLFO AMADEUZ ESTRADA RODRIGUEZ

Within 25 miles of Alviso, CA, Best Investors lists 905 registered investment advisory firms with 1,647 offices nearby, managing about $18.9T in combined regulatory AUM across 3,390,239 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 Alviso

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

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM