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Best financial advisors in Castro Valley, CA

Registered advisers within 25 miles of Castro Valley, CA.

Offices
2,994
Firms
1,830
Combined AUM
$34.1T
Firm-wide filings, not assets booked only here
Clients
3.80M
3,804,965 clients when Item 5C has a number
Avg / client
$8.96M
Combined AUM ÷ clients

Nearby offices

Firms

BERKELEY SKYDECK FUND I GP, LLC
BSF OPPORTUNITY FUND I GP, LLC
EP WEALTH ADVISORS
J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
ARBOR WEALTH MANAGEMENT
STATE FARM INVESTMENT MANAGEMENT CORP.
CONSOLIDATED PORTFOLIO REVIEW CORP
ACCUVEST GLOBAL ADVISORS, INC.
Z21 VENTURES MANAGEMENT COMPANY, LLC
STRATEGIC ADVISERS LLC
CITIGROUP GLOBAL MARKETS INC.
HONTE ADVISORS LLC
VOLEON CAPITAL MANAGEMENT LP
COPPELL ADVISORY SOLUTIONS LLC

Investors

JONATHAN K DEYOE
Carrie A Sax
BRYAN S MATHENEY
Ku Hei Mo
Jeffrey McCann
SCOTT BRADLEY PEDERSON
DOROTHY TSE LEE
ADAM AMIR BAGHERIAN
Ryan David Aguiar
STEVE JOHN AGUIAR
PHILLIP JOSEPH DUTRA
Lazena D Kelly-Andrada
JOHN CURTIS STOLLER
KENNETH NEIL MARTINSON
MARJORIE EVELYN GRACE
DAVID JACOB GARFF
ERIC MICHAEL CLARK
ASHLEY COONS
HAMED RASHIDPOUR
NICHOLAS RYAN WILSON
MICHELLE TANG
DIANA ESPINOZA
NICHOLAS A KLARMAN
KARA Y CHAN
MAYA BAXTER
TASHINA REYES
GABRIEL YEOTZIN GUTIERREZ RODRIGUEZ
MARTHA J. MASTRACCI
SAHIL DILAWARI
OLIVIA PENG
WENSHAN HE
SEAN JOSHUA PEREZ
TONG PAGE
MITCHELL PHILLIP ALVEY
AHAMAD SHAGHASSI
RODRIGO FLORES
MICHAEL PIERCE
DAVID WEED
RYAN CHRISTOPHER HERRERA
ALI POSWAL
ANDREW F KLASE
KELSIE A. KAHN
JOSHUA GRASSEL
MEGAN LINFORD
KEVIN R. STROMFELD
PATRICK BAUZON
PUJA AGGARWAL
MORGAN JOSEPH JAVONILLO
ERIN ESCOBAR
YIA LEE
BRANDON FONG CHENG
AMANDA LUONG
CATHERINE CHAN HO
Sebastien Tomescu
EMMANUEL PABLO
DARREN SCOTT TAGGART
Mark Lawrence Hortizuela Cortez
Kirandeep Kaur

Within 25 miles of Castro Valley, CA, Best Investors lists 1,830 registered investment advisory firms with 2,994 offices nearby, managing about $34.1T in combined regulatory AUM across 3,804,965 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 Castro Valley

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 CAPTRUST 963 advisers $1.24T AUM 8 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM