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Best financial advisors in Foster City, CA

Registered advisers within 25 miles of Foster City, CA.

Offices
2,865
Firms
1,796
Combined AUM
$33.4T
Firm-wide filings, not assets booked only here
Clients
3.54M
3,535,019 clients when Item 5C has a number
Avg / client
$9.44M
Combined AUM ÷ clients

Nearby offices

Firms

WELLS FARGO CLEARING SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J.P. MORGAN SECURITIES LLC
SUMMITRY, LLC
KNUFF & COMPANY LLC
AMERICAN INFRASTRUCTURE
NIPUN CAPITAL, L.P.
GEODESIC INVESTMENTS, L.L.C
SCALE VENTURE PARTNERS
IEQ CAPITAL, LLC
TEAM HEWINS, LLC
BERTRAM CAPITAL MANAGEMENT LLC
BAILARD, INC.

Investors

JIMMY TRAN
CATHERINE CHAN HO
Jeffrey McCann
MUSETTA L LI
SHUK MING LEUNG
Jonathan Chan
ERIC LEE JUNGLING
JOHN DONOVAN STANNARD
JACK SHUJIE ZHAO
KENNETH MARVIN VANDER KOOI
ROBERT CLIFTON HAMMACK
LORI DELYNN RUSSELL
Archana Ravindra Turaga
Claire Michelle Shifren
TYLER PATTERSON
Jacob Maxwell Kark
DANIEL Spector-Franson
MARY LAO MIRANDA
Allison Meili Uozumi
CYNTHIA WALLACE DUNCAN
CHRISTOPHER DALMAR MOODY
ALEXANDER SCOTT LEITZES
Emily Kathryn Hazelroth
THOMAS EMMETT GUINANE
William Berg
ShanTaya Cowan
JAMES MICHAEL VANDEVOORDE
ROHIT BHARAT MANSUKHANI
JON PAUL THERIAULT
Xiaoyan Zhou
AJANTA BASAK
Mohammad Safariannematabad
HEATHER BETH KNUFF
POOJA MALIK
JEREMY DAVID WENNER
CHRISTIAN EDWARD NELSON
Jennifer Louise Young
MEGAN JANE WHYTE
AARON ROSS PRICE
JEFFREY S WESTSMITH
Ryan JOHN Patterson
SPENCER C HALY
ALEXANDER GREGORY JACK
Kevin C Calenzani
Spencer Eric Gordon
Kyle Joseph Wills
Kevin Walter Loveland
Leon Alexander Baer
Lloyd McClelland
Vianne Schein
Wyatt Harrison Grauman
Jennifer Kowal
Munib Maher Zabaneh
Rebecca Ann McCourt
Derek Lee Ackerman
Bennett Daly McDermott
Amelia Jordan Goldstein
Jackson Thomas Yelland
Mason Jay Deborah Fung
JOHN JOSEPH MICEK
ELIZABETH ANN MURRELL
JESSE JON WOOD
ANDREW K VENTURI
MORGAN JAMES FRIEL
DONG WOO KIM
FRANK J HURLEY
DANIEL JIN LEE
KEVIN THOMAS BURT
BENJAMIN P STEED
IAN DAVID LINFORD
SAMUEL PATRICK SHEPHARD
SAMUEL CURTIS BRUMBAUGH
AARISH ROMESH PATELL
THOMAS STEVEN GLAMUZINA
GARRET SCOTT GIGLIA
Douglas Poetzsch
JAMES WILLIAM MORRIS
YASSIN ASHOUR
Zachary John Thomas
ALEXANDRA ANN CARRINGTON
CAMERON RUSSELL SMITH
Michael James Henry
GRIFFIN GROOMS
Michael Hideyoshi Horio
MEGAN JANIECE HERRIN
ALEXANDER HARRIS WEBB
MONIQUE NICOLE RAY
Zhixin Cheng
Jack Burns
Ryan Christopher Ortiz
SOPHIE LANGLOIS
Jake Chan Lenett
Joseph P Lalli
Meenakshi Gauri Karamcheti
Evan Michael Stafford
Daniel James Henry Nowak
DANIEL ARCHER HILL
Katerina Evelyn Stern
Sanjay Verma Foster
Kevin Lyle
Anne Collisson Beyel
Cameron James Croteau
WILLIAM BRUCE CROCKER
BRYCE MICHAEL TODD
Perry Max Mikic
Preston Hwang
Jack Andrew Brooks
Nicholas Paul Chang
David Michael Coleman
Caden Kennedy Wheeler
Conor O'Flanagan Newby
CHASE ANTHONY GARBERS
Erin Elizabeth Lively
Joseph Walker Zambri
Jack K Nathan
Bradley Ryan Howell
Alexandra Victoria Leahy
Lauren Mary Hansen
ALAN ZAFRAN
Frank Greenfield Lankford
SCOTT P GUTTERMAN
FRANK JOSEPH MCFARLAND
ROBERT JOHN SKINNER
ERIC SCOTT HARRISON
DEAN ISAAC HORWITZ
Alexander John-Hubert Brugger
HARRY THOMAS GUILFOYLE
Andrea C Bott
Nicolle Araullo Baria
Michael James Fenner
LAUREN S HOFFMAN
Tanner Scott Savitsky
MATTHEW M VINSON
JEFFREY JAMES SAWIN
JARRETT MATTEW BARE
CAROLYN ELIZABETH KELLY
Derek Joseph France
Charles Wesley Wood
DEBORAH ANN PERI
JOHN MATTHEW BUSSEL
THUONG THANH THIEN
CLARICE M NOLET
CHRISTOPHER RYAN ANDERSON
Alireza Hosseinlar
MIKHAEL BALACHOV
Richard Alexander Larsen
Margaret Elizabeth Avery
ROGER COLBURN HEWINS
LUKE JOHN CALHOUN HAYES
PATRICE MARGARET CRESCI HORNUNG
KA-TYE KOO
CHRISTINA DANIELLE GANN MUNGUIA
HOYT DRYNAN
SCOTT ERIC KIDD
BENJAMIN KANE LATHROP
ROBERT JOSEPH GREGORY MENDOZA
SONYA THADHANI MUGHAL
Austin Gary Lastinger
Jeremiah Record Wager-Smith
Mikhail Drew Saliba
ANDREA MOHR GANDOLFO
ERIC PAUL LEVE
THOMAS JOHN MUDGE
DIANA LEA DESSONVILLE
BLAINE CARROLL TOWNSEND
LENA M MCQUILLEN
FRANCOIS MARCOUX
ROMY SLATT PAVOLOTSKY
CHRISTOPHER JAMES MOSHY
JONATHAN LYONS MANCHESTER
STEPHANIE Wo RONCAL
MARY MODESTA BERSOT
Stacy Pearl Dauber
IRENE LIANDO
ERIN MARIE RANDOLPH
RYAN S CHAVEZ
DANIEL JOSEPH MCKELLAR
BRADLEY PHILLIP LARSON
Osman Tansu Akgun
Abigail Victoria Hsu
ENRIQUE VILLARROEL FERMIN
MICHAEL JOHN FAUST
LINDA BECK
DAVID HARRISON SMITH
Nicholas Joseph Risser
Ryan W Cole
DAVID PRESTWICH JONES
Noah Andrew Holmes
JOANNE LEE HOWARD
SUANNE MARIE RAMAR
GLENN ANTHONY DAVIS
KIMBERLY MURRAY AQUINO
DANA MERRILL SCHEER
Riley Cantwell
Samuel Edward Biscaro
Troy Andrew Ganter
Daniel Martin Connolly
John Dowling Auer
Joseph Robert Burlison
Anna Battle
Samantha Emiko Lee
Ethan Sawyer Staller
Angus Matthew Smith
Tyler James Baumann
Brendon Makana Kempin
STEPHEN RICHARD GRIFFITHS
DYLAN ERIC KREMER
VICTORIA A DIXON
Jessica Diane Gardner
NICHOLAS D KRUEGER
Jeremy Devin Leaver
Jackson Michael Barry
Diego Guerrero
Georgia James Scott
Andrew Luke Belcher
ERIC JACOB HENRIKSON
Reed Patrick Bailey
Isabella Adele Torre
Mathew LaPointe
Caitlin Elizabeth Ford
CADEN FRANK SANCHEZ
Jayant R Joshi
BENNETT WARREN CANADY
Vidusshi Hingad
Samantha Grace Colleran
Jack Leonard Shepard

Within 25 miles of Foster City, CA, Best Investors lists 1,796 registered investment advisory firms with 2,865 offices nearby, managing about $33.4T in combined regulatory AUM across 3,535,019 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 Foster 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 CAPTRUST 963 advisers $1.24T AUM 8 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM