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Best financial advisors in Los Nietos, CA

Registered advisers within 25 miles of Los Nietos, CA.

Offices
3,392
Firms
1,362
Combined AUM
$28.3T
Firm-wide filings, not assets booked only here
Clients
3.52M
3,521,860 clients when Item 5C has a number
Avg / client
$8.02M
Combined AUM ÷ clients

Nearby offices

Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE FARM INVESTMENT MANAGEMENT CORP.
PFS INVESTMENTS INC.
CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
MML INVESTORS SERVICES, LLC
CERDA MUNOZ ADVISORS, INC
RBC SECURITIES, INC
EDWARD JONES

Investors

Rafael Macias Robles
MARIA FERNANDA GALLI
ADAM Christophe GONZALEZ
ALMA-ARACELI ALVAREZ
MARIA ELENA RICHARDS
RHONDA RENEE CANO
DAVID ANTHONY BRIANO
JORGE DANIEL CHAVEZ
Laura Zaragoza Guerrero
TOM KIM
LAURA PATRICIA ARREVILLAGA
YONG JOON CHO
JOHNNY BOWCHONG TAN
EDGAR ALEXIS JOVEL
Ricardo Olvera
RICARDO RODRIGUEZ
Wayne P Sellar
KEVIN EUGENE GOTTS
Stephanie Marie Gotts
Edward Todd Motley
HOWARD KENNETH WESS
HILBERTO CERDA
WILLIAM FRANK TORRES
AARON OCTAVIO MUNOZ
Rudy Stany Sanchez
Kenneth Stewart
Emma Janet Aragon
Yohan Chung
SOONHEE KIM CHO

Within 25 miles of Los Nietos, CA, Best Investors lists 1,362 registered investment advisory firms with 3,392 offices nearby, managing about $28.3T in combined regulatory AUM across 3,521,860 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 Nietos

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

1 CAPITAL RESEARCH AND MANAGEMENT COMPANY 134 clients $3.75T AUM 2 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 3 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 CAPTRUST 963 advisers $1.24T AUM 6 DIMENSIONAL FUND ADVISORS LP 3 clients · 269 advisers $1.02T 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