Best Investors Account Sign in

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

GREALISH INVESTMENT COUNSELING LLC
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
FISHER INVESTMENTS
ALEXANDER BEARD (USA) INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
EAGLE STRATEGIES LLC
EDWARD JONES
ALLSTATE FINANCIAL ADVISORS, LLC
CETERA INVESTMENT ADVISERS LLC
SILICON VALLEY WEALTH MANAGEMENT SOLUTIONS, INC.
WELLS FARGO CLEARING SERVICES, LLC
MWA FINANCIAL SERVICES INC.
J.P. MORGAN SECURITIES LLC
ABUNDANCE ADVISERS
CHARLES SCHWAB & CO., INC.
SAVANT PARTNERS, LLC

Investors

KENT MICHAEL GREALISH
David Waikit Fung
KALVIN SID
Blake Harmer
JENNIFER LYNNE LOYER
Casey Kehr
KAREN JULIE GOODWIN
ALLEN FRANCIS LIPSCOMB
Schuyler William Gregory
NATHAN MICHAEL HALISKY
JAMES STEPHEN SMOLINSKI
BRIAN PHILIP KEPP
WARREN WOOHYUN CHO
KENT CHRISTOPHER ELLIS
Jessica Ann Nguyen
Wei Zhang
Sonia Bitar
GALLEN HO
AARON SCOTT ANDERSON
MICHAEL EUGENE FERGUSON
CHRIS LOUKAS STEPHENS
KENNETH PAUL SCHWEITZER
JARRED JEFFREY KRIZ
TOMMY A. ROMERO
DARRIN CIANCI
GALEN DONALDSON
SHAYAN SAERI
Isaiah Michael Wahlstrom
William Alec Moss
LINO GORDAN VALDIVIA
ANURAG CORAMUTLA
HECTOR FRANK SIQUEIROS
Sandra Ivonne Gonzalez Vargas
MELISSA JEAN EUGENIO
Julie Sumiki
WINNY YINGHUA LIN
Grace Campbell
Rosalyn Antonio
BRUCE ALLEN GEKKO
CRAIG JESSE ROSENBLATT
JESSICA KOCZUR TUFTE
TODD AUSTIN SMITH
MOHAMMAD ASIF SHAMS
TAMMY TERRI LAU
RICKY SIU
RICKY TRIEU LUONG
Herman Yang
Chun Kit Lee
LULU XIONG
ELLEN NGUYEN
Alfredo Banuelos
Steven Moone
DAVEN SAMAMITTRAN SHARMA
PAUL ALAN BRATRUDE
Richard Daniel Scarpitti
Huizhen Wu
Scott James Martinez
Xiao Lu Jiang
Qiaoyi Yu
JOSEPH EDWARD MCKISSACK
GULNEER S SARANG
DEREK H BYSTROM
Kevin Christian Maas
Berenice Robante
HUINI LI
Hannah Beatriz Amy Young
Mitchell Dean Bertonneau
Russell Alexander Lin
WINNIE GUO
Isaac Damien Cowen
ALEX KUPERMAN
Grant Robert Johnson
Sneha Dhar Karihaloo
STEVEN CLINT GEE

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