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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

CITIGROUP GLOBAL MARKETS INC.
CERITY PARTNERS LLC
DOLBY FAMILY VENTURES LLC
DOLBY FAMILY CAPITAL MANAGEMENT LLC
LPL FINANCIAL LLC
PEBBLEBED MANAGEMENT, LLC
GROWTH STREET MANAGEMENT, LLC
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
WELLS FARGO CLEARING SERVICES, LLC
AMP FOUNDRY GP, L.L.C.
AMP FOUNDRY MANAGEMENT LLC
J.P. MORGAN SECURITIES LLC
CENTOIC
STATE FARM INVESTMENT MANAGEMENT CORP.
EP WEALTH ADVISORS
MARATHON RESOURCE ADVISORS LLC
LI ENTERPRISES

Investors

RICKY HUANG
Swastik Singh
MANYA BHUTANI
Michael J Kenyon
Patrick Steven Cross
James Richard Rosenau
Michael John Jackson
HSUN YI SHIH
EDDY CHIWEN WANG
PETER CHI-TSENG CHEN
ELLEN YI YUNG CHING
RICHARD LAWRENCE FAIN
Sherine Ta
ANTHONY NICHOLAS HSIAO
ANDREW JIAN FENG LI
Lilly Zoltak
Roopali Cirillo
Wanda Wu
MARY ZELL SPELLMAN BRADY
KRISTEN LYNNE LAW
KRISTINA MARIE VENTURA
Maria Angelica Prudente San Felipe
Samuel Eaton Terminello
RAHUL NIRANJAN SHAH
BRETT WYETH DAVALOS

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