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Best financial advisors in Los Altos, CA

Registered advisers within 25 miles of Los Altos, CA.

Offices
1,512
Firms
857
Combined AUM
$17.6T
Firm-wide filings, not assets booked only here
Clients
3.38M
3,379,215 clients when Item 5C has a number
Avg / client
$5.21M
Combined AUM ÷ clients

Nearby offices

Firms

KNIGHT AND COMPANY WEALTH ADVISORS, LLC
FUTURE VENTURES
MARINER
MATTER VENTURE PARTNERS
STELLAR VENTURES MANAGEMENT, LLC
RPS MANAGEMENT LLC
MORADO VENTURES, LLC
E12 VENTURE CAPITAL, LLC
GATES PASS ADVISORS, LLC
TSINGYUAN VENTURES LLC
VIDI LLC
LPL FINANCIAL LLC
EXPONENTIAL TECHNOLOGIES FRONTIERS FUND MANAGEMENT COMPANY LLC
FRANK ELMER INVESTMENT STRATEGIES LLC
U.S. BANCORP ADVISORS, LLC
STRATEGY CAPITAL LLC
NSV WOLF MANAGEMENT, LLC
CETERA INVESTMENT ADVISERS LLC
TSVC MANAGEMENT LLC
TEEC ANGEL FUND III, LLC

Investors

KIRK DOUGLAS KNIGHT
Phillip Earl Campit
KEVIN J RYAN
SEAN VAN DER WAL
Matthew Charles Millett
MICHAEL J SNOWDEN
GEOFFREY THOMAS WATERS
ERIK ALLEN SCHEI
KANAKA ESTHER SZABO-CUMMINGS
Louise Alexander
Jane Elizabeth Terry Khalaf
FRANK HUDSON ELMER
David Ta-Wei Lee
VICTOR PAUL MANDELLA

Within 25 miles of Los Altos, CA, Best Investors lists 857 registered investment advisory firms with 1,512 offices nearby, managing about $17.6T in combined regulatory AUM across 3,379,215 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 Los Altos

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM