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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

STATE FARM INVESTMENT MANAGEMENT CORP.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
ATARAXIA PARTNERS, LLC
STRATEGIC ADVISERS LLC
EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
OSAIC WEALTH, INC.
BANYAN ALPHA INVESTMENT L.P.
SAXON SECURITIES LLC
PREMISE VENTURE PARTNERS, LLC
SPRUCE CAPITAL PARTNERS
MENTA CAPITAL LLC
SOUTH BAY PARTNERS LLC
LPL FINANCIAL LLC
MERCURIUS MEDIA CAPITAL LLC
REDWOOD PARK ADVISORS
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC

Investors

DENISE MARIE GRANVILLE
Jace Garcia Dela Vega
Derek Peter Bouskos
NOELLE OWENS
JANUARY K. JOHNSON
Sven Geffken
Jason D Uchi
GAVIN Y LAM
JINGYAO LI
JEFFREY DAVID ANTON
Sirinee Tippakorn
Veronique T Hsu
NED FRANCIS LUCIA
WILLIAM ANTHONY ROSSITTO
MARK CALVIN GILLELEN
LAUREN CONNOR SAGAN
DAVID MICHAEL SMITH
BENJAMIN THOMAS PETTIGREW
Max Hendrik Julian
JONE LEE
STUART QUINN HOSHIDE

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