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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

D & T FINANCIAL ADVISORS, INC.
COLE, THOMAS C.
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
DIGITX MANAGEMENT CO., LLC
RIDGE VENTURES
ALSOP LOUIE PARTNERS
BRISTOL GROUP INC
OTHER FUND PARTNERS LLC
OBVIOUS VENTURES
NORTHROCK PARTNERS, LLC
CALERA CAPITAL ADVISORS, LP
ALBOURNE AMERICA LLC
VERITA STRATEGIC WEALTH PARTNERS, LLC
THE GP MANAGER, LLC
SEVEN HILL TECH VENTURES LLC
ARTIMAN VENTURES

Investors

Alexander Ryan Tsuruda
Andrew Michael Mendonca
GARY PATRICK DOWNS
STANLEY KEITH HALL
ROBERT JOHN ELDRED
Z LEE PELAYO
ROBYN LYNN DELFIERRO
MARGARET KENDALL REID
RANDOLPH THEODORE LACHMAN
ADAM OLIVER KNOTT
PUKAR JOSHI
CLARK CANNON PINGREE
MIA AILEEN MANASAN
Scott Wiley
AMANDA ROBINSON SOLOMON
COLETTE MICHELLE LAW
JOHN ANDREW MITCHELL
SABA C JAHANIAN
JESSICA ARLIN DUN YOUNG
BENJAMIN CARLSSON CARR
Erika Itzel Navarrete
STEVEN MICHAEL MINKOFF
Alison Bowe Diessner
COURTNEY ELIZABETH HORN
Austen David Clark
TATHATA LOHACHITKUL
G STEPHEN KENNEDY
JOHN PAUL SHEARMAN
THOMAS STEPHEN CAWKWELL
ANDREW DONALD MCCULLOCH
KRISTEN HOFFLANDER JONES
SEAN PAUL RUMRILL
AUTUMN JOY ANDERSON
Aaron S Brailov

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