Best financial advisors in Gilroy, CA

Registered advisers within 25 miles of Gilroy, CA.

Offices

137

Firms

50

Combined AUM

$8.40T

Firm-wide filings, not assets booked only here

Clients

2.21M

2,207,866 clients when Item 5C has a number

Avg / client

$3.80M

Combined AUM ÷ clients

Nearby offices

EDWARD JONES

7652 MONTEREY ST SUITE 104
GILROY, CA 95020

HORNOR, TOWNSEND & KENT, LLC

7539 EIGLEBERRY ST
GILROY, CA 95020

AMERIPRISE FINANCIAL SERVICES, LLC

8339 CHURCH ST STE 204
GILROY, CA 95020

LPL FINANCIAL LLC

8343 CHURCH ST
GILROY, CA 95020-4450

EDWARD JONES

8060 SANTA TERESA BLVD STE 140
GILROY, CA 95020

CLEAR CREEK CAPITAL, LLC

2005 JEANIE LN
GILROY, CA 95020

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

101 VINEYARD TOWN CTR
MORGAN HILL, CA 95037

PRIVATE ADVISOR GROUP, LLC

275 Tennant Ave, Ste 102
Morgan Hill, CA 95037

EDWARD JONES

275 Tennant Avenue Suite 205
MORGAN HILL, CA 95037

J WARD FINANCIAL

16360 MONTEREY STREET SUITE 210
MORGAN HILL, CA 95037

FOCUS PARTNERS WEALTH, LLC

17190 MONTEREY ROAD SUITE 202
MORGAN HILL, CA 95037

LPL FINANCIAL LLC

17500 DEPOT ST, STE 130
MORGAN HILL, CA 95037

LPL FINANCIAL LLC

55 WEST FIRST STREET
MORGAN HILL, CA 95037

WELLS FARGO CLEARING SERVICES, LLC

17590 MONTEREY ST
MORGAN HILL, CA 95037

J.P. MORGAN SECURITIES LLC

17599 MONTEREY STREET
MORGAN HILL, CA 95037

STATE FARM INVESTMENT MANAGEMENT CORP.

17770 MONTEREY RD Suite D
Morgan Hill, CA 95037

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

18181 Butterfield Ste 170
Morgan Hill, CA 95037

10.1 miles away

COMMONWEALTH FINANCIAL NETWORK

18640 SUTTER BLVD. SUITE 200
MORGAN HILL, CA 95037

10.6 miles away

EASTSOUND CAPITAL ADVISORS, LLC

355 Woodview Avenue Suite 300
Morgan Hill, CA 95037

10.9 miles away

EASTSOUND CAPITAL ADVISORS, LLC

355 Woodview Avenue Suite 300
Morgan Hill, CA 95037

10.9 miles away

Firms

HORNOR, TOWNSEND & KENT, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

LPL FINANCIAL LLC

CLEAR CREEK CAPITAL, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

PRIVATE ADVISOR GROUP, LLC

J WARD FINANCIAL

FOCUS PARTNERS WEALTH, LLC

WELLS FARGO CLEARING SERVICES, LLC

J.P. MORGAN SECURITIES LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

COMMONWEALTH FINANCIAL NETWORK

EASTSOUND CAPITAL ADVISORS, LLC

Investors

Elizabeth Murillo

JEFFREY MICHAEL ORTH

Thomas Cole Montoya

CHRISTOPHER DANIEL LOO

KARL JAMES NICHOLAS THOENI

KRISTI BAKER ELLINGTON

Robert Timothy Fortino

Lukas Timothy Fortino

MICHAEL B. NAPOLI

DANIEL THOMAS NEWQUIST

DANIEL JEFFREY MAY

MARK THOMAS GRISEDALE

BRADLEY BRIAN LEDWITH

JESSICA LAILOR LEVAN

GABRIELA RUVALCABA

VICTOR MARTIN GAXIOLA

KIMBERLY KLOR GAXIOLA

MICHAEL KIRK ELDER

JAMES MICHAEL MCEVOY

MARK GENARO VALENCIA TAYLAN

Within 25 miles of Gilroy, CA, Best Investors lists 50 registered investment advisory firms with 137 offices nearby, managing about $8.40T in combined regulatory AUM across 2,207,866 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 Gilroy

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM