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Best financial advisors in Forest Knolls, CA

Registered advisers within 25 miles of Forest Knolls, CA.

Offices
1,585
Firms
1,106
Combined AUM
$29.8T
Firm-wide filings, not assets booked only here
Clients
3.40M
3,402,452 clients when Item 5C has a number
Avg / client
$8.76M
Combined AUM ÷ clients

Nearby offices

Firms

ECOR1 CAPITAL, LLC
SOFI WEALTH LLC
43 MANAGEMENT LLC
MARATHON RESOURCE ADVISORS LLC
LI ENTERPRISES
REPLICATOR VC, LLC
GC WEALTH MANAGEMENT RIA, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
POWERLAW FUND ADVISER, LLC
AKKADIAN VENTURES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
CENTOIC
OSS CAPITAL, LLC
XEIA VENTURE PARTNERS LLC
WELLS FARGO CLEARING SERVICES, LLC
J.P. MORGAN SECURITIES LLC
AGATE CAPITAL PARTNERS

Investors

Justin Aaron Raleigh
David Shawn Newsome
DILLON DUTKANYCH
Melinda Guadalupe Cao
MASON BENNETT DRAKOS
VIDESHA WADE
CHRISTINE LEE
Kenzie Major
SALVADOR FERNANDEZ
Jerome Lemont Abbott
BAILEY POPE
Adriana Goiricelaya
John Cain
Jeremy Eric Johansen
BRIAN MICHAEL WALSH
Max Kimball
Gregory Matthew Palmieri
Robert Gilbert
Elizabeth Frances Thomas
Joshua Glenn Clayton
Robert Marshall Hill
Erin Elizabeth Daniel
Marcus Minsky
Christopher Lee McGoogin
Eduardo Alfaro
KENDALL MEADE
Joseph Dennis Cowper
Alex Baker
Sami Huseinovic
Alexander Meldrum
Michael Maher
Elizabeth Faye Bartlett
Stefanie Nicole Swezey
GENTIAN PLAKU
Nikita A Shah
Andrew Adam Evener
Robert Earl Brabson
Jorge Batista de Oliveira Neto
Mario Ismailanji
CHRISTOPHER TRUFANT
AIDAN NEUENSWANDER
Ryan Richardson
BENEDIKT HAID
Christian Webley
Szu Chen Lee
JASON HINESLEY
ROLAND MILLER
Charles R Hall
Jacquelyn Ruth Kesterson
SUSANA VASQUEZ FRANCO
Jami Liebl
AUSTIN STARRETT
KRISTINA HOGLUND
Jonathan Garcia
Jared S Butler
Ahmed Elsayed
Spencer Page
PALMER RANDOLPH
BRIAN WOOLSTON
JAMAR BROWN
Carlos Dardon
BRANDON DREW PETERSEN
Daniel Renner
Cody James Della Rocca
Benjamin Beasley
Jennifer Lynn Booms
Michael Ebel
RYAN NOLAN
Edziel Richard Bibiano
DAVID STAUFFER
KANECIA MCMORRIS
Angelo Michael Aguda
Scott Lachlan Lee
DAVID STEVEN BRESLIN
Alexandra Rueb
Cearull Jack Horgan
Michael Ken Kato
Richard Y Chan
Ketan Desai
RILEY YANG
Sarah Joshi
Brian Stephen Leman
Carmen Cecilia Cuzma
JACOB EDWARD STEWART
MARY ZELL SPELLMAN BRADY
Sherine Ta
ANTHONY NICHOLAS HSIAO
ANDREW JIAN FENG LI
Di Wu
ERIC CHAN

Within 25 miles of Forest Knolls, CA, Best Investors lists 1,106 registered investment advisory firms with 1,585 offices nearby, managing about $29.8T in combined regulatory AUM across 3,402,452 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 Forest Knolls

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