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Best financial advisors in Cupertino, CA

Registered advisers within 25 miles of Cupertino, CA.

Offices
1,480
Firms
837
Combined AUM
$17.6T
Firm-wide filings, not assets booked only here
Clients
3.38M
3,380,518 clients when Item 5C has a number
Avg / client
$5.21M
Combined AUM ÷ clients

Nearby offices

Firms

PRUNEYARD FINANCIAL GROUP, INC.
INTEGRAL FINANCIAL LLC
EDWARD JONES
SUVAN VENTURES LLC
FOUR MOUNTAINS
PWJOHNSON WEALTH & LEGACY, LLC
HIDDEN POINT CAPITAL, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
HSBC SECURITIES (USA) INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EAGLE STRATEGIES LLC
J.P. MORGAN SECURITIES LLC
SP ASSET MANAGEMENT LLC
TRANSAMERICA FINANCIAL ADVISORS, LLC

Investors

JOHN DANIEL MASEGIAN
WEIMING HO
Susan M Bergstrom
Todd Matthew Bergstrom
PETER WILLIAM JOHNSON
HENRY STEVEN REED
JEREMY CHRISTOPHER WONG
MEI KWAN
LAN LI
Anthea Lai
PETTY TINGYUK YAO
XUAN CAO
Jane Sunflower Stephan
Xi Fei
yuhan he
Khuong Tran
Xin Zhang
CHULING HSIAO
Yuanyuan Huang
BALASUBRAMANYAM KARANAM
MENG ZHANG
Gary Yung
Linda Ma
DAVID LIN
Yi Hung Daphne Chan
Ka Eun Lee
Sara Alaei
JASON LOUIS STEFELY
Glynis A. Wineinger
Lucas Andrew Mosher
SANDEEP MADHAVLAL PANDYA
RAZVAN CHRISTIAN RAICU
QING JI
Richard Du
Theresa Du
Jeffrey Du
XUEJUN DU

Within 25 miles of Cupertino, CA, Best Investors lists 837 registered investment advisory firms with 1,480 offices nearby, managing about $17.6T in combined regulatory AUM across 3,380,518 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 Cupertino

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM