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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

LOS GATOS FINANCIAL LLC
MAINSTREET FINANCIAL PLANNING, INC.
EAGLE STRATEGIES LLC
LPL FINANCIAL LLC
GLOBAL RETIREMENT PARTNERS LLC
CHARLES SCHWAB & CO., INC.
WELLS FARGO CLEARING SERVICES, LLC
U.S. BANCORP ADVISORS, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CONSONANCE WEALTH MANAGEMENT
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
CETERA INVESTMENT ADVISERS LLC
STRATEGIC ADVISERS LLC
OSAIC WEALTH, INC.
EDELMAN FINANCIAL ENGINES
MONTAGE CAPITAL
BEACON POINTE ADVISORS, LLC

Investors

Richard Rifredi
Cynthia Anne Flannigan
PATRICIA ANN STALLWORTH
ANNA SERGUNINA
KATHERINE MARIE EDWARDS
JULIETTE E CASTELLI
ROY ARCADIO MANRIQUEZ
CHRISTOPHER JAMES CLARK
CHRISTOPHER MICHAEL GENETTI
HANYU ZHAO
DANIEL JOSEPH AYALA
JOSEPH L LAWRENCE
Deborah Lee-Kavousi
VICTOR JOSEPH ADINT
CAITLIN ALYSSA LUTTRELL
Nicole Louise LeGassick
Jaden Gerhard Gospich
Wei Shao
MEGAN EDWARDS
CHARLES ELLIOTT
CHRIS PATRICK MCCRARY
TERI CHIEKO YAMAMURA
CHIOU-PYING CHENG
ANTONIO JOSE DEL CASTILLO
TOMOKO KOYAMA
LAN JIN
RICHARD ABARCA
DAVID WEI-JENG CHEN
RASHMINA LALANI
DAVID NGUYEN
KYRA ARIELLE CASANOVA JARO
NATHAN HODSON
TRAN HANG NGO
PATRICK LEE
DIEGO LLANO
MATTHIAS KATTICK
LAURA GRANT
NATHAN EUGENE PEYZNER
PRASHANT DHOLAKIA
KUNJ J. KASHYAP
ANDRE BARDE
BRIGHTON Kenta SUGIMURA
THAO MONG NGUYEN
LAN CHRIS TRAN
JOVIN JACKSON
Daniel James Hogan
ALEXANDER BREA
ZIFENG CHEN
MICHAEL SIMON
CYNTHIA CIOTTA
ANN MARGARET MACAGBA BISHOP
MAILE HUYNH
MICHELLE LA
PHILLIP D. BENJAMIN
LOC MINH THAI
PHUONG LEYVA
DANIEL CHAN
SAMANTHA WILLIAMS
MEHDI MOGHNI
ALISON JONES
TIMOTHY J. WALLIS
FERNANDA GRAZIELA MIOTTO BORGES HARDY
Jaime Ivan Rojas Gonzalez
LAURO A HERNANDEZ CABRAL
LEV ASNIS
SHUNCHUAN LIU
JESUS Valentin MORALES MORENO
CHRISTOPHER LAWRENCE ISAO KOYAMA
MATTHEW LAWRENCE AGIUS
EDWARD JOE DINAN
VALLAPUZHA VAIDYANATHAN SANDHYA
BRIAN VICTOR HSIEH
CHERYL LYNN MARQUEZ
DAVID GREGORY LYTLE
KATIE SHAY BOGUE
SIRIVANH HARRIS
PASCAL JEAN-CLAUDE MENUT
HONGYU LIU
Danielle Wen
TAMMY K PIOCH
TYLER M BROCK
Tzuhsuan Meng
BRIANNA Marie MARIOLLE
ROBERT WILLIAM DRIER

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