Best Investors Account Sign in

Best financial advisors in Ben Lomond, CA

Registered advisers within 25 miles of Ben Lomond, CA.

Offices
1,032
Firms
582
Combined AUM
$15.9T
Firm-wide filings, not assets booked only here
Clients
3.21M
3,206,333 clients when Item 5C has a number
Avg / client
$4.96M
Combined AUM ÷ clients

Nearby offices

Firms

RESTIVE INVESTMENT MANAGEMENT, LLC
J.P. MORGAN SECURITIES LLC
NWF ADVISORY SERVICES INC
CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
EAGLE STRATEGIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
RETIREMENT CAPITAL STRATEGIES, INC.
PRUNEYARD FINANCIAL GROUP, INC.
SP ASSET MANAGEMENT LLC
TRANSAMERICA FINANCIAL ADVISORS, LLC
CENTAURUS FINANCIAL, INC.
CWM, LLC
INTEGRAL FINANCIAL LLC

Investors

Tianyi Hao
JOHN HENDRIK WALLBRINK
ANDREW GLEASON STEWART
PAULA J THIELEN
ERIC HAN
SUMER ALEXIS TATANGELO
JOSHUA DOLPH MILLER
James Rohn
HENRY PETER PLATA
MARISA CHRISTINE FUGATE
Xin Zhang
CHULING HSIAO
Yuanyuan Huang
JASON LOUIS STEFELY
THOMAS EARL VAUGHAN
Easan Sean Arulanantham
JOHN DANIEL MASEGIAN
Peter Tae Kun Jung
HUNG THE VU
MY HUYNH-TRUONG LANG
KEVIN CHI LANG
Lucas Andrew Mosher
SANDEEP MADHAVLAL PANDYA
RAZVAN CHRISTIAN RAICU
QING JI
Richard Du
Theresa Du
Jeffrey Du
XUEJUN DU
KAPIL BHATNAGAR
HECTOR ALAN GAMA
BENJAMIN AVERY JOHNSON
WEIMING HO

Within 25 miles of Ben Lomond, CA, Best Investors lists 582 registered investment advisory firms with 1,032 offices nearby, managing about $15.9T in combined regulatory AUM across 3,206,333 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 Ben Lomond

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM