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Best financial advisors in Fremont, CA

Registered advisers within 25 miles of Fremont, CA.

Offices
2,114
Firms
1,114
Combined AUM
$19.9T
Firm-wide filings, not assets booked only here
Clients
3.40M
3,404,186 clients when Item 5C has a number
Avg / client
$5.83M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC INSTITUTIONS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
ONEAMERICA SECURITIES, INC.
LPL FINANCIAL LLC
MONTREUX EQUITY PARTNERS
J.P. MORGAN SECURITIES LLC
BEILLION CAPITAL LLC
INDEPENDENT ADVISOR ALLIANCE, LLC
OSAIC WEALTH, INC.
EDWARD JONES
BEYOND FINANCIAL SERVICES
MORLING FINANCIAL ADVISORS, LLC
CHARLES SCHWAB & CO., INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PNC WEALTH MANAGEMENT LLC
U.S. BANCORP ADVISORS, LLC

Investors

RAHIL MACHIWALLA
Christopher Hur
DAVID XIAO HUANG
ALEXANDER PAUL CHIN
ADAM LOUIS NIETO
Julie H. Nguyen
Ngoc Nhu Dinh
Alina Madalina Mihai
XIANG LI
YUHSIN TSENG
SEEMA SHRIVASTAV
Thuy-Khanh Tran
ANDY JUNNWOEI LIU
Yingzhi Xi
Meiting Lin
Zhenzhen Huang
Salvador Fernandez Sandoval
CHARLENE MARIE BURKHARDT
DON WILLNER
VIVIAN YU RONG CHU
KEVIN DON NUSS
Daniel James Zachary
Ka Ki Kenneth Leung
Liming Zhang
ALAN JOSEPH DAY
Nathalya Wolf
Jose Leyva
Ben Kim
WA NHUT HUONG
MATTHEW JAMES SHIBATA
Jawad Ehsanyar
BENJAMIN ALBERT FEINER
PETER WING CHING LING
SYLVIA CHIN
VICTOR JAY HUANG
William Weibin Li
Savannah Sue Warren
NICOLAS PAUL, RENAUD VIEVILLE
JOSHUA MICHAEL GATTI
KEVIN RAY REDILA
Veniamin Barinov
ANNA RAMSEY NORMAN
GARY LAWRENCE CHENG
Michael Kenji King
Jack David McHargue
Scott Robert Belshaw
MICHAEL DALE MILTON
VALERIE NGUYEN TU
PATRICK John PHILLIPS
Hana B Cuartelon
Kylee J Harrison
Matthew John Healy
EVELYN MAY-YEE HUEY
KIMBRELY ANN GRUIDL
MARIA DA CONCEICAO SANTOS
BENJAMIN CHANG
VICKY HIN TSANG
TE HSIN WENDY YUAN
KHOA DANG LE
Paul E Schreiber
DANNY VIET PHAM
YUN HUANG
NWELIN NAING WONG
SZE WAI KWOK
CHRISTOPHER TAM DAO
PRABHLEEN KAUR DHANDA
Jiaying Ma
Kunyu Chen
Runtao Liu
Gia Luu Phan
Glenn A Bittner
Kelly Lee Schreiner
Eunice Huai-Ying Scholten

Within 25 miles of Fremont, CA, Best Investors lists 1,114 registered investment advisory firms with 2,114 offices nearby, managing about $19.9T in combined regulatory AUM across 3,404,186 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 Fremont

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