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Best financial advisors in E Palo Alto, CA

Registered advisers within 25 miles of E Palo Alto, CA.

Offices
1,719
Firms
930
Combined AUM
$18.9T
Firm-wide filings, not assets booked only here
Clients
3.39M
3,390,826 clients when Item 5C has a number
Avg / client
$5.58M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
AHOY CAPITAL
ENVISIONX CAPITAL MANAGEMENT, LLC
AMERICA COSTONE INVESTMENT ADVISERS INC.
GFT VENTURES
AMICUS AI ADVISORS, LLC
ENTENTVEST INC.
ELLERRA VENTURES LLC
ICONICA LLC
MOUNTAIN FOREST CAPITAL MANAGEMENT, LLC
ENVISIONX CAPITAL, LLC
FOCUS PARTNERS WEALTH, LLC
ARTIMAN VENTURES
H&H INTERNATIONAL INVESTMENT, LLC
COLE, THOMAS C.
HGGC, LLC
OLIVE TECHNOLOGY VENTURES MANAGEMENT, LLC
NIREMIA COLLECTIVE MANAGEMENT, LLC
TWENTY TWO VENTURES, L.L.C.
KUKUI TREE CAPITAL MANAGEMENT LLC

Investors

ADELINE JASMINE BELLOT
DANIAL MATTHEW KHAN
IAN K FOO
HELEN YUYAO ZHA
MAUREEN COLLIGAN COSTELLO
Eric Hu
WARREN GERALD JACKSON

Within 25 miles of E Palo Alto, CA, Best Investors lists 930 registered investment advisory firms with 1,719 offices nearby, managing about $18.9T in combined regulatory AUM across 3,390,826 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 E Palo Alto

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 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM