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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

J.P. MORGAN SECURITIES LLC
HSBC SECURITIES (USA) INC.
JACOB ASSET MANAGEMENT OF NEW YORK LLC
CHALIMEDA ELEVATION CAPITAL GP LLC
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
MUNIFI, LLC
EDWARD JONES
CHECCHI CAPITAL ADVISERS, LLC
OSAIC WEALTH, INC.
M HOLDINGS SECURITIES, INC.
O'BRIEN INVESTMENT MANAGEMENT, LLC
WELLS FARGO CLEARING SERVICES, LLC
ARCADIAN CAPITAL MANAGEMENT, LLC
CORNERSTONE GROUP VENTURES, LLC
U.S. BANCORP ADVISORS, LLC

Investors

Arthur Blakey
Luis J. Arzate
Miguel Lazarte
ANNA TOSUNYAN
LAUREN GUZMAN
MICHAEL RADER
CURTIS FRANK VEGA
ERICA Lihong PU
Kirk Whalen
Andrey Manannikov
Derenik Sardarimasihi
Gabriela Maria Holian-Martinez
Alireza Damirchilou
RICHARD DAVID CORDELL
RICARDO RAMIREZ
Wang Liao
JEFFREY PAUL NEEDHAM
CHRISTINE PRAKASH
DAVID EDUARDO GRANDE
Eric Ingber
JAMIE YEUNG
DAVID ABDOUSH
Bren Grand Pre
Louie M Bitanga
ANN M VILLAR
DEAN MORI SELIGMAN
JANET LEE SIMON
JEREMY MURPHY
Sahar Saedi Tehran
Thomas Joseph Immer
Kevin Michael Kiely
KIMBERLEA KAY ARCHER
CHARLES PETER HASTINGS
KIM MARESH PETERSEN
ADAM DEAN CHECCHI
LUCA PASQUINI
HAIYANG ZHANG
GREGORY PHILIP FONG
JOHN DANIEL VOGELZANG
RAYMOND CATIPON ABRACOSA
JOSE OVIDIO PEREZ
John Shiels O'Brien
MICHAEL DENNIS O'BRIEN
MICHAEL JOHN PERRY
Joel A Barbee
DANIEL JOSE VALDES

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