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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

AMERIPRISE FINANCIAL SERVICES, LLC
FIFTH THIRD SECURITIES, INC.
CHARLES SCHWAB & CO., INC.
CRESSET ASSET MANAGEMENT, LLC
J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CHEVIOT VALUE MANAGEMENT, LLC
WELLS FARGO CLEARING SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
STEELPEAK WEALTH, LLC
ENVISAGE CAPITAL MANAGEMENT, LLC
O'BOYLE WEALTH MANAGEMENT, INC.
UNITED GLOBAL FUNDS GP, LLC
UNITED GLOBAL ADVISORS, LLC
RBC SECURITIES, INC
RBC ROCHDALE, LLC

Investors

Sanjay Chugani
Ryan James Tunnell
MARQUES J DICKSON
Rahul Karugapadam
STEPHEN PAUL KEARNS
Robert L Nagy
PHILIP ANDREW SANCHEZ
Bailey Burke
Corey Alexander Kelly
Jon Marc Carrier
Sarah Kaitlin Leonard
Blake X. Lenk
Natalie Michelle Traylor
Babak Ben Zaringhalam
Ramez Robbie Khzam
James Maxwell Whiting
MARTIN RIYAD IRANI
DARREN CLAY POLLOCK
DAVID AARON HORVITZ
Catherine Spragge Siphron
Amanda Madison Leger
AARON D SANOR
VALERIE RENEE COLLINS
KEVIN RICHARD LAURSEN
ADENA MAUREEN SMITH
KAREN JEAN PIPER
MICHAEL ALAN GREER
HOWARD ANDREW KRESHEK
JUDSON CHENET MOCK
DAKOTA SUNSERI
MICHAEL BANAYAN
MICHAEL WILLIAM HANLON
PETER HASELHOFF
DEBORA FAULKNER MOCK
MIRIAM KHORRAMIAN
DAVID MICHAEL LIU
JACOB WEST STALNAKER
ANASTAS BERIBAK
CLIFF VUONG NGUYEN
VINCENT GIA MACNGUYEN
SONYA DOSHI-MCCARTHY
PRATEEK AMAR
MICHELLE DAWN FLAM
CHRISTOPHER E KABELAC
SCOT JAMES ERWIN
M DAVID PEARLMAN
MITCHEL GIA MACNGUYEN
DEBORAH LYNN KEY
JENNY J HAN
KEN QUOC NGUYEN
BRENT RYAN BODNER
MEGAN NICOLLE REYNOSO
DON PERSONS WYSE
BRENDA TANEDO OSBORNE
MICHAEL ANTHONY MARGIOTTA
VICTOR MANUEL RODRIGUEZ
JAMES DALE MCCABE
SASHA ALEX AZARMI
THOMAS JOHN MALTESE
JOY EZINWA OGBUNAMIRI
GINA RUNIONS
ERIC ANDERSON BEMBRY
MONIKA ANDREA OROZCO
STEVEN JOSEPH WHEELOCK
BEHNAM LAVIAN
NANCY LOUISE MCCREADY
PRESTON SCOTT EDWARDS
TONDALAY N GEORGE
GIANPAOLO BICEGO
HEATHER MIRAN CHUNG
NICHOLAS EVAN DAVEY
JAMES ANTON MCGARRY
ABDOLLAH RAIS
VICKY NGOC DO
IRENE H MAO
ADAM BAKHASH
ANDREW ALEXANDER GLASER
PAMELA R SULLIVAN
SASA LI
BRENDA MARIA FIGUEROA
JAMES FRANCIS MCGUIRK
BRIAN JENS FIRRING
JEFFREY RONALD GERMAIN
REGINA CATHLYN BRUCATO
MIKE GLEASON
DAVID TRENT
CHRISTOPHER MAX NORNBERG
MARK DIJAMCO
LINDA SHIAMSIA RASHEED
CATHERINE TANG
ANDREI MAGANA
KELLY KNOTT
JERAD CHAO
NICHOLE RUNIONS
JESSE GLASER
SARA ERIN GONZALEZ
JACKSON WEAVER
JOHN DANIEL BLASEWITZ
SCOTT EDWARD WENDELIN
JEFFREY MARSHALL SMITH
PHILIP STEPHEN WALTERS
RONALD JOSEPH MERCADO
CARL ROBERT MONTGOMERY
KENNETH CAGNOLATTI
BENJAMIN KYU WON LEE
Luis Castaneda
JORDAN SCHOENBURG
VICKI KAYE BARNES
GERALD PAUL GALLAGHER
LARRY GEORGE ROTH
KELLY SUSAN DRINAN
LISA AMSTER GORODISTIAN
MICHAEL THOMAS BLOOD
SAMMY ELGUINDI
ALYSSA ALVAREZ
JOHN KENDALL SEEDALL
CARROLL MAC WILSON
MARCUS SIKORS
Kingsley Yu Man Choi
DEREK HONG HAO RUAN
JOSEPH ANTHONY O'BOYLE
James Cameron McClure
CAROL ASHLING O'BOYLE
COLM JOHN OBOYLE
Shayan Lankarani
DORAN JOSEPH ADHAMI
PATRICK ANTHONY DWYER
MARJAN SHOKRI
SUSAN KORON
MICHAEL PATRICK COMORRE
DAVID MICHAEL PATTON
DAVID JAY OHANIAN
ZhengNan Xu
Jared Markham
ADAM JASON IZAAC
Mary Alexa Gukasyan
David Wilson

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