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Best financial advisors in Burlingame, CA

Registered advisers within 25 miles of Burlingame, CA.

Offices
2,474
Firms
1,673
Combined AUM
$32.0T
Firm-wide filings, not assets booked only here
Clients
3.22M
3,218,140 clients when Item 5C has a number
Avg / client
$9.93M
Combined AUM ÷ clients

Nearby offices

Firms

AGI HOUSE, LLC
INDUSAGE GLOBAL CAPITAL MANAGERS, LLC
SANDRO WEALTH MANAGEMENT LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
STRATEGIC ADVISERS LLC
JARIS ASSET MANAGEMENT
STATE FARM INVESTMENT MANAGEMENT CORP.
HOMEBREW VENTURES
YK BIOVENTURES
INDEPENDENCE SQUARE HOLDINGS, LLC
REFACTOR CAPITAL MANAGEMENT, LLC
POPLAR POINT CAPITAL MANAGEMENT LLC
GAVILAN INVESTMENT PARTNERS LLC
U.S. BANCORP ADVISORS, LLC
ICP SERVICES, LLC
OPUS CAPITAL GROUP LLC
SPERO MANAGEMENT COMPANY, LLC

Investors

David C Tateosian
Jaime Bardina
Randall Ng
Issa Kaleh
JANE N CHEN
REIKO EVANGELISTA
KONSTANTINOS STATHOPOULOS
ASEL VLADYCHKIN
JONATHAN REYNOLDS
JOHN ROBERT OGILVIE
DARRIN ANDREW CHOW
RICHA RASTOGI
JACKSON WILLIAMS KEMPKER
ELENA NETTA FASSIO
HAEIN CHOI
DEREK WENZELL
JOSH TANAKA
DANIEL AWAD
MICHAEL CARVALHO
KATHLEEN SANTOS
THOMAS REESE BOWEN BOESCH
CORY MICHAEL EVANS
JIAQIAN LIAN
JORDON LUO
GARRETT VITANGELI
KOVID TALLAM
MICHAEL PAUL KINYA MATSUNO
DAVIS Ming-Bon TSAI
PAUL RICH
MARGAUX OCAMPO
SAMMY CHUEN YIM
STEVEN TED EPSTEIN
Chintan Rameshbhai Patel
BRADLEY GUY GRAYSON

Within 25 miles of Burlingame, CA, Best Investors lists 1,673 registered investment advisory firms with 2,474 offices nearby, managing about $32.0T in combined regulatory AUM across 3,218,140 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 Burlingame

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