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Best financial advisors in Half Moon Bay, CA

Registered advisers within 25 miles of Half Moon Bay, CA.

Offices
2,237
Firms
1,530
Combined AUM
$31.8T
Firm-wide filings, not assets booked only here
Clients
3.73M
3,734,335 clients when Item 5C has a number
Avg / client
$8.51M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
U.S. BANCORP ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
FISHER INVESTMENTS
LPG INVESTMENT MANAGEMENT LLC
HIGHTOWER ADVISORS, LLC
CHEN FINANCIAL GROUP, LLC
OSAIC WEALTH, INC.
FINSIE
HIGHLAND CREEK PARTNERS MANAGEMENT, LP
TLG ADVISORS, INC.
WCEP MANAGEMENT LLC
SCALE-UP VC II GP, INC.
INDUSAGE GLOBAL CAPITAL MANAGERS, LLC

Investors

Warren Paul Barmore
Kellie Lynn Morlock
Jerson E Dominguez Vasquez
ROBERT B GARDNER
IRINA ALAMEA SHUVAEVA
JOHN MATTHEW PARSONS
JOHN WILLIAM PARSONS
CARLA JUNE STIRLING
Giuseppe Alessandro Distefano
AMANDA M LO
Junior Castellanos
Tom Gai
Christopher Anthony Devcich
Jeffrey Chu
NATHAN MICHAEL HALISKY
JAMES STEPHEN SMOLINSKI
BRIAN PHILIP KEPP
WARREN WOOHYUN CHO
KENT CHRISTOPHER ELLIS
Jessica Ann Nguyen
Wei Zhang
Sonia Bitar
GALLEN HO
AARON SCOTT ANDERSON
MICHAEL EUGENE FERGUSON
CHRIS LOUKAS STEPHENS
KENNETH PAUL SCHWEITZER
JARRED JEFFREY KRIZ
TOMMY A. ROMERO
DARRIN CIANCI
GALEN DONALDSON
SHAYAN SAERI
Isaiah Michael Wahlstrom
William Alec Moss
LINO GORDAN VALDIVIA
ANURAG CORAMUTLA
THOMAS JOSEPH MCGUIRK
MICHAEL ANTONI DENEVI
ALEXANDER KAMINARIS
DAVE DELA CRUZ AGUSTIN
MARK DAVID BERNARD
ROBIN MELENA KENNEDY
FLOR MARIA SANTANA
ROBERT RAYMOND RULE
CURTIS S CHEN
XIANG LI
BENJAMIN YOHANAN
MARC EUGEN KRIESSMANN
Li Yang Lee

Within 25 miles of Half Moon Bay, CA, Best Investors lists 1,530 registered investment advisory firms with 2,237 offices nearby, managing about $31.8T in combined regulatory AUM across 3,734,335 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 Half Moon Bay

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 8 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM