Best Investors Account Sign in

Best financial advisors in Danville, CA

Registered advisers within 25 miles of Danville, CA.

Offices
968
Firms
448
Combined AUM
$20.0T
Firm-wide filings, not assets booked only here
Clients
3.51M
3,506,961 clients when Item 5C has a number
Avg / client
$5.71M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
J.P. MORGAN SECURITIES LLC
MANETTA WEALTH
MML INVESTORS SERVICES, LLC
BLACKHAWK WEALTH ADVISORS
WELLS FARGO CLEARING SERVICES, LLC
CITIGROUP GLOBAL MARKETS INC.
EDGAR INVESTMENT MANAGEMENT LLC
SUGATI MANAGEMENT COMPANY, LLC
RUN FREE CAPITAL LLC
WEALTH WATCH ADVISORS, INC
AMERICAN INVESTORS CO
LIDO
LPL FINANCIAL LLC

Investors

KATHLEEN CARMEN KOVAR
IVAN SMIRNOU
DIANE ELOISE PARKER
KEVIN MICHAEL SWEENEY
Jensen James Dansie
PATRICK THOMAS FANNING
SARAH JEAN KIM
Ning Jiang
STEVEN ARTHUR KAY
JOHN JOSEPH GARDNER
JALALEDDIN AFIFI
ROBBY WILLIAM ENGELDINGER
MILAD JAVAHERIAN
NEELOFAR HOSSAINI
JOSE LUIS BEJINES
LAWRENCE ROYT WAGNER
LINCOLN SCOTT EDGAR
JAMES RYAN SMITH
DIPANKI MAULIK SHAH
RIMA CHAKRABORTY
THOMAS JOSEPH MANETTA
William Cole Watson
RONALD GARRETT YEE
PAULA JEAN ROSE
WILLIAM HENRY GUTHREAU
EMMANUEL SABALE COMES
KENT ROBERT ALEXANDER
NICHOLAS COWLES COCHRAN
THOMAS LLOYD MCCORMICK
CLARENCE YEE
RICHARD JAY COHN
ERIC CHRISTOPHER FURSTNER
JASON J LEE
JAMES WILLIAM DIEHL
WESLEY MITSUO YAMADA
MICHAEL ERIC TOMREN
BRIAN ROSS SULLIVAN
Veronika Zakalinska Carter
Timothy Thomas Walsh

Within 25 miles of Danville, CA, Best Investors lists 448 registered investment advisory firms with 968 offices nearby, managing about $20.0T in combined regulatory AUM across 3,506,961 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 Danville

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

1 T. ROWE PRICE ASSOCIATES, INC. 83 clients · 235 advisers $2.20T AUM 2 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 3 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 CAPTRUST 963 advisers $1.24T AUM 6 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 7 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM