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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

SURE VENTURES
MORGAN STANLEY
CENTOIC
J.P. MORGAN SECURITIES LLC
DISRUPTIVESECULARGROWTH CORPORATION
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE FARM INVESTMENT MANAGEMENT CORP.
AI VENTURES
AI VENTURES MANAGEMENT, LLC
AI FUND GROWTH VENTURES
EDWARD JONES
ARTA FINANCE
CERITY PARTNERS LLC
THE GOLDEN BIRD CAPITAL MANAGEMENT LLC
PAIR CAPITAL WEALTH MANAGEMENT, LLC
CITIGROUP GLOBAL MARKETS INC.

Investors

Quyen Huu Nguyen
Adam Brandon Pasco
Sameer Kalra
MARLINA KARTAWINATA
LIN WU
YNHU V DONG
Areeba Abdullah
DAVID JAMES KNUDSEN
James S Morimoto
Jack H Teale
Jin W Shin
Brenda Castellanos Rojas
Serop Kupelian
Shahrzad Keshavarz Adeli
Sri Lakshman Palasamudram
Komal Nilesh Shah
weijie yuan
MARY ZELL SPELLMAN BRADY
Mark Thomas Hegland
Harrison R Hsieh
SANDIE LI
JAMES DANIEL MIHM
CHRISTINE MARIE OPITZ
Swastik Singh
MANYA BHUTANI
JENNY TRAN LUONG
TRACI EILEEN HOLLANDER
ANNA WUZHEN
MATTHEW HENRY LUM

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