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Best financial advisors in Belmont, CA

Registered advisers within 25 miles of Belmont, CA.

Offices
2,617
Firms
1,662
Combined AUM
$31.8T
Firm-wide filings, not assets booked only here
Clients
3.52M
3,519,609 clients when Item 5C has a number
Avg / client
$9.04M
Combined AUM ÷ clients

Nearby offices

Firms

EVART, YOUNG & HOBBS INVESTMENT MANAGEMENT
TWIN LAKES CAPITAL
NAVIGATION GROUP LLC
MCCARTHY ASSET MANAGEMENT, INC.
EP WEALTH ADVISORS
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CHEN FINANCIAL GROUP, LLC
OSAIC WEALTH, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J.P. MORGAN SECURITIES LLC
EAGLE STRATEGIES LLC
CITIGROUP GLOBAL MARKETS INC.
U.S. BANCORP ADVISORS, LLC

Investors

DEREK MICHAEL HOBBS
Carlos Alberto Perez
RYAN PATRICK IGNACIO
Julie Chan O'Rourke
KAREN KELLER FRANCO
CARLO ANTHONY PANACCIONE
ERIK SHANNON DAVIS
STEPHEN PETER MCCARTHY
MIN GYO KIM
Tyler McSween
Thomas Westbrook Quinby
ANDREW JAMES ANDRIKOPOULOS
MICHAEL LEWIS ABRAMS
KATHERINE LEE CHAPPELL
DONG CHOI
ANDREW TOMAS GOTIANSE
QIUMEI SUN
WEINA HOU
MARCIAL A VARGAS
JOSEPH PATRICK YAPAOLA
REVITAL ALON
MARK DAVID BERNARD
ROBIN MELENA KENNEDY
FLOR MARIA SANTANA
ROBERT RAYMOND RULE
CURTIS S CHEN
XIANG LI
BENJAMIN YOHANAN
MARC EUGEN KRIESSMANN
Jizi Gu
Tom Gai
Jia Hui Wei
WINNY YINGHUA LIN
STEVEN MITCHELL KOURY
Elaine Yefun Lee
Gilbert Chavez Melgoza

Within 25 miles of Belmont, CA, Best Investors lists 1,662 registered investment advisory firms with 2,617 offices nearby, managing about $31.8T in combined regulatory AUM across 3,519,609 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 Belmont

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 8 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM