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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

RECODE HEALTH VENTURES LLC
SIDEPOCKET INCORPORATED
TUSCAN CAPITAL MANAGEMENT, LLC
VERSANT VENTURE MANAGEMENT, LLC
UC VENTURES, LLC
INFLECTION CAPITAL MANAGEMENT, LLC
FIN CAPITAL
HEALTH VELOCITY MGMT LLC
VERIFIED CAPITAL
BLUEPRINT INVESTING LLC
BRIDGELANE FINANCIAL
CE FINTECH CORPORATION
CREST WEALTH MANAGEMENT LLC
URBANITE CAPITAL, LLC
SHORESTOWN PARTNERS LLC
ATRIA VENTURES MANAGEMENT, LLC
CREDITEASE URBANITE CAPITAL, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
KARL KAPITAL
BRIO FINANCIAL GROUP

Investors

JUSTIN MICHAEL KUNZ
HUNTER WILLIAM STEADLEY
JAMES PATRICK MACHINCHICK
PHILIP ANTHONY IERARDI
Samuel Gordon Stanton
ROBERT SUNG-BUM LEE
Maureen But Recker
NATHAN ALLAN ROOZEE
Robert Bilbao
CLARENCE WILLIAM ROW
Jordan Wolf Lautt
Shana J Hudson
Shana Athena Hudson
ALEXANDER AMUNDSON
BRANDON JAY MILLER
GERALD ANTONIO
MARIANA LLAMAS
MATTHEW RICHARD BECK
GENE BOYD ELLIOTT
Jamie Lee Alpaugh
Yerim Hahm
RACHEL SUNG-HEE SHIN
Vivian Marie Segura
Michael Sinclair Telford
Margaret Mary Callahan
Jonathan Smith Rushton

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