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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

ICON MANAGEMENT ASSOCIATES VI, LLC
ICON MANAGEMENT ASSOCIATES IV, LLC
NGP CAPITAL US, LLC
TRIANGLE PEAK PARTNERS, LP
THRIVENT INVESTMENT MANAGEMENT INC.
COMMONWEALTH FINANCIAL NETWORK
BEACON POINTE ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
EQUITYBEE ADVISORS, LLC
CERVIN VENTURES MANAGEMENT, LLC
RADIANT WEALTH PLANNING
BRANSON FRANK A INC
WIL, LLC
MEZZI
SUNDANCE GROWTH MANAGEMENT, LLC
RITUAL CAPITAL MANAGEMENT COMPANY, LLC
PAX VENTURES MANAGEMENT, LLC
THE TILTED FUNDS GROUP, LLC
MORGAN STANLEY
MONTREUX EQUITY PARTNERS

Investors

Timothy Kang
MARK DONALD GRONERT
MICHAEL DAVID GLANTZ
Erik Peterson
WAYNE MELVIN PETERSON
Rebekah Ann Frank
XIOMARA MARIBEL VIELMAN
THOMAS MARK SELBO
Julie H. Nguyen
Ngoc Nhu Dinh
Alina Madalina Mihai
XIANG LI
YUHSIN TSENG
SEEMA SHRIVASTAV
Thuy-Khanh Tran
ANDY JUNNWOEI LIU
Yingzhi Xi
Meiting Lin
Zhenzhen Huang
Salvador Fernandez Sandoval
CHRISTINA MARIE GAMACHE
Randa Hoffman
ADAM MCCUNE MCAFEE
KAREN JEAN LANDRY
ERIK JAMES JUE
ESTHER C TENG
Whitney Catherine Corbett Rohrer
HO YU Emily LIU
Xianzheng Zhong
Yujin Zheng
LIN YAN
Andrew Everett Bettisworth
ANGELA R. MENDE
ZVART POTOUKIAN
CHARLES E PICKETT
JASON ALVIN DEGROODT
ARDESHIR TOUSSI
ADAM ALEXANDER ANDERSON
JUDY HONG FANG
SUSAN PI-HSIA HUANG-CRAMER
GRACE JIE FENG MA
ANNA WU
Jessica Ka-Ling Yiu
CALVIN TATKWAN WATT
JOSEPH FRANCIS KEENAN
KEN ROSENBERG
JEREMY THOMAS BELNAS
LAM KWOK
YING MEI
FULTON Y CHANG
DOUGLAS CHARLES GILLILAND
JESSICA WEN-QIAN CHANG
MATTHEW EDWARD PARK
XI WANG
RYAN TAKEO KANETOKU
Lilianna T Watt
VINCENT KAFU YIP
KAREN H ZHU
Catherine M Shen
Qizhen Xie
Yupeng Yang
Zipeng Zheng
YANYIN YU
Jeremy Grant Hsia
Diane Joan Baer
Allison A Lee
Eric Zhang
Brian Shih
DEWI H HARTONO
GREG D EDGAR
FRANK FEIPANG AUYEUNG
ERIKA MARLENA TONGES
JULIA JIUYAN LI
HONGMIN LU
STEVEN DO
Debby L Kurniawati
RIVER LI
Kristina Kashuba
HAOYI LUO
DAYNA A. SUMIYOSHI
GEORGE DONALD BETTISWORTH
ANNA DEMARCUS
JASON ALEXANDER DEPRIEST GRAY

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