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Best financial advisors in Boulder Creek, CA

Registered advisers within 25 miles of Boulder Creek, CA.

Offices
1,126
Firms
650
Combined AUM
$16.7T
Firm-wide filings, not assets booked only here
Clients
3.21M
3,209,141 clients when Item 5C has a number
Avg / client
$5.21M
Combined AUM ÷ clients

Nearby offices

Firms

EQUITY ADVISORS, LLC
JOHN H. BECKER
GRADIENT CAPITAL MANAGEMENT LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SARATOGA RESEARCH & INVESTMENT MANAGEMENT
WELLS FARGO CLEARING SERVICES, LLC
J.P. MORGAN SECURITIES LLC
EDWARD JONES
POMERIUM CAPITAL MANAGEMENT, LLC
AGATA INVESTMENTS LLC
EVLA HILLS EQUITY SERVICES LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CONSONANCE WEALTH MANAGEMENT
LPL FINANCIAL LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
SINGULAR MANAGEMENT COMPANY LLC
U.S. BANCORP ADVISORS, LLC

Investors

James Ronald Morris
PHILIP NORMAN MILLS
Jared Zhu
KEVIN PETER TANNER
SHOICHI ADAM SATO
MARC COOK CROSBY
MATTHEW DANIEL CASAS
Tierney Leigh-McClenahan Bosset
Matthew Tyler Keating
Andrew Joseph Early
JAMES HAROLD TANNER
PHILIP ALBERT SPENCER
MATHEW EDWARD SPENCER
TRACEY ALDEN DEVINE
JOSEPH HOWARD POLLARD
MARK LEE MCCLENAHAN
ROBERT LEE MENG
ERICA WENJUN WU
TingTing Zhao
Aaron E Brandt
Lucy McGuire
Jennifer C Cardoza
RAKESH GUPTA
VICTOR JOSEPH ADINT
CAITLIN ALYSSA LUTTRELL
Nicole Louise LeGassick
Jaden Gerhard Gospich
Wei Shao
MEGAN EDWARDS
CHARLES ELLIOTT
CHRIS PATRICK MCCRARY
Deborah Lee-Kavousi

Within 25 miles of Boulder Creek, CA, Best Investors lists 650 registered investment advisory firms with 1,126 offices nearby, managing about $16.7T in combined regulatory AUM across 3,209,141 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 Boulder Creek

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