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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

LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
ZAPA INVESTING LLC
PRIVATE PORTFOLIOS, INC.
ABACUS WEALTH PARTNERS
EDWARD JONES
OBEL FINANCIAL ADVISORS
FINSIE
TRANSAMERICA FINANCIAL ADVISORS, LLC
CHEN FINANCIAL GROUP, LLC
OSAIC WEALTH, INC.
EMBRACE VENTURES, LLC
SAZZE PARTNERS, INC.
VIRGO INVESTMENT GROUP LLC
NEWVIEW CAPITAL MANAGEMENT, LLC
ALLSTATE FINANCIAL ADVISORS, LLC
MORGAN STANLEY

Investors

ROBERT DUFFY TRACY
Vicky Wong
Wendell Eric Graham
Michelle Xiaozhen Liu
Robert Zapantis
NICOLE RAQUEL GRANATO
THOMAS ACHILLE CORTOPASSI
KEVIN SCOTT HATCH
DANIEL BRIAN BINN
MARK TRACY FLOWERS
MATTHEW JOHN RIVERA
Travis Benjamin
JONATHAN NORIEGA
EMMANUEL OBEL
Daniel Towers-Carbajal
LIN KONG
Ryan AGUNG Wibawa
MARK DAVID BERNARD
ROBIN MELENA KENNEDY
FLOR MARIA SANTANA
ROBERT RAYMOND RULE
CURTIS S CHEN
XIANG LI
BENJAMIN YOHANAN
MARC EUGEN KRIESSMANN
Jason P OReilly
GREG LAURENCE COBURN
Trish Le
YANLIN YU
RONALD PATRICK PATRICK LYNCH
Robert S Breyer
JOHN JOSEPH COLEMAN
JIM GARY STEPHENSON
ROBERT CHRISTOPHER CUMMINS
MAUREEN T BELLOTTI
JHOCELYN SCHLAURAFF
TYLER LOUIS NEEDMAN
KEVIN JACOB WOLFE
SANH TUAN VUONG
ROBERT MICHAEL RIUS
TIMOTHY J GEDEON
BRIAN K MORGAN
ALICE MI KIM
MICHAEL PATRICK SULLIVAN
Nicholas T Scott
Dominic D Cavalieri
Daniel Sanchez
Ava L Fairlie
Paige Skrabo
NICHOLAS ANTHONY ROGERS
MICHAEL ALLAN MCGIBBEN

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