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Best financial advisors in Daly City, CA

Registered advisers within 25 miles of Daly City, CA.

Offices
2,456
Firms
1,678
Combined AUM
$32.5T
Firm-wide filings, not assets booked only here
Clients
3.45M
3,447,509 clients when Item 5C has a number
Avg / client
$9.42M
Combined AUM ÷ clients

Nearby offices

Firms

POPLAR GLOBAL WEALTH MANAGEMENT LLC
PFS INVESTMENTS INC.
J.P. MORGAN SECURITIES LLC
LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
EMERSON EQUITY LLC
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
ALLSTATE FINANCIAL ADVISORS, LLC
BLUE LION GLOBAL MANAGEMENT, L.P.
U.S. BANCORP ADVISORS, LLC
BALANCE CASH MANAGEMENT INC.
CITIGROUP GLOBAL MARKETS INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

DARRELL MINGKONG YOUNG
EPHRAIM CALBERT
Thanh Nguyen
JASON ORCENA TIONGSON
JOSE BANDOQUILLO NAVARRO
JOHN REGINALD ROXAS
BRIAN CHONKIT LEI
SHIRLEY ANK WONG
NICHOLAS ANTHONY SUTTON
ALAN MARIUS MADRINAN NAGUIT
ANNIE CRONIN
EMMANUEL ABESAMES SANTOS
NANCY M. MARTINEZ
Tyler Siv
Arleen-Grace Santos Vatuvei
Stan Markuze
JEFFREY LEONG
TINA TINAU LOUIE
HENRY VAN
Mark Brian Canlapan
John P Lamesajan
Paul Ivan Camara
TRANG THU TA
JACQUELINE ANN COHEN
Ellen Shuan
Nikola Vukadinovic

Within 25 miles of Daly City, CA, Best Investors lists 1,678 registered investment advisory firms with 2,456 offices nearby, managing about $32.5T in combined regulatory AUM across 3,447,509 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 Daly City

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 8 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM