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Best financial advisors in Brandeis, CA

Registered advisers within 25 miles of Brandeis, CA.

Offices
1,687
Firms
852
Combined AUM
$22.2T
Firm-wide filings, not assets booked only here
Clients
3.48M
3,484,384 clients when Item 5C has a number
Avg / client
$6.38M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
AI FINANCIAL, INC.
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
THE SIMPLE INVESTOR'S GUIDE, LLC
MONARCH PLAN ADVISORS
3(38) INVESTMENT FIDUCIARIES
J.P. MORGAN SECURITIES LLC
THRIVENT INVESTMENT MANAGEMENT INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
U.S. BANCORP ADVISORS, LLC
CENTAURUS FINANCIAL, INC.

Investors

Kyle Winther
Ramiro Ruben Alvarez
HENRY FRANK HACHE
DANIEL STEPHEN PORTER
CHRISTOPHER HUNT BOYNTON
BAHRAM KHAFAJIZADEH
Daniel Eric Goldberg
OWEN WILLIAM GALIPEAU
ADRIAN EDWARD RAMIREZ
STEVEN T WILKINSON
Ronald Alan Hall
Michael Fine
ILIANA PAOLA LOZANO
MAY LI LIU
Darren Edward Norton
BENJAMIN JOHN HALE
Natalie Pavia
Neal Richard Larsen
Daniel Castillo-Reyes
STEPHEN JOSEPH MICHENER
Matthew Martinez
TONY PADILLA
SUNIL DUTT PRABHAKAR
Delacy Keith Watts
SHARIF AHMED
RACHEL ANN SCOTT
SEAN BURR

Within 25 miles of Brandeis, CA, Best Investors lists 852 registered investment advisory firms with 1,687 offices nearby, managing about $22.2T in combined regulatory AUM across 3,484,384 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 Brandeis

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 DIMENSIONAL FUND ADVISORS LP 3 clients · 269 advisers $1.02T AUM 6 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 7 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM