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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

ELEVATE WEALTH ADVISORS, LLC
MML INVESTORS SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LPL FINANCIAL LLC
PACIFIC SPECIALTY INVESTMENT GROUP, LLC
INNOVATIVE CAPITAL MANAGEMENT
ATTIVO LEGACY ADVISORS, LLC
RETIREMENT INVESTMENT ADVISORS INC.
ABRAHAM & CO., INC.
WELLS FARGO CLEARING SERVICES, LLC
PRUVISE
LOCKERMAN FINANCIAL GROUP, INC
NEWPORT WEALTH ADVISORS, INC.
SHI SANCHEZ CAPITAL MANAGEMENT LLC
WHITTIER ADVISORS, LLC

Investors

JASON MICHAEL ROTMAN
Michael Rodger Thibodeaux
Jack William Jentz
ROBERT JOHN CONLISK
JOHN EDWARD DEWEY
ZANNA SLAVENIECE-PRIEDE
Joseph Roland Christian
Ethan Barnes
IRA MARK HERMANN
DAVID WARFIELD BENNETT
SAL MARTIN SANCHEZ
PAUL JOSEPH SALERNO
BLAKE ELLIOTT MATEREWICZ
ALICIA EMILY MCKIE
SCOTT CHRISTOPHER GROVE
RITA SHIHPING LEE YEH
JAMES PATRICK KEANE
KEVIN JAMES DYKES
LUKE DUNCAN ACHAY
James Willard Burmane
WEIPING CHEN
PHILIP ANDREW ROBERTS
KAITLYN ALEXANDRA DELL
Michael Charles Di Rocco
Nathaniel Rafael Choo
Julia Patterson
ROBERT Matthew SCHRAEDER
Brooke Natalie Bastiaans
JEREMIAH James GOLDENETZ
Enrique Ricardo Santos
JEFFREY BELFIELD BUSH
ANDREW LEE MOORE
CHIHJUNG TRACY LU
LI ZHU
SALINA CHORSAI LO
DAVID MICHAEL CONNELLY
HANK YEH WANG
CHRIS WILLIAM SOUSOUNIS
CHRISTOPHER MCROBERTS SMITH
MICHAEL ODELL MCKNIGHT
ROBERT JOHN BLAUER
ANDREW HYUN
CHASE ALEXANDER SKISTIMAS
CHRISTOPHER GEORGE BIELER
Michael Acosta
PETER FRANCIS ROBERTS
JOSEPH WILLIAM BREZDEN
Robert A Meertins
AARON TOWNSEND DIAZ
Mariah Whalen
YVAN HUU CAO
ASIA TRAN PHAN
Samuel James Bauserman
JUNE ELAINE REDICK
TIMOTHY NEAL DAVIDSON
TRACY LYNN MARLIN
TIMOTHY JOHN SHEA
CHRISTOPHER JOHN RHODES
SCOTT MICHAEL PARENT
RODERIC LAMARR SMITH
ADAM KEITH SMITH
FRANK MERCURI
MARK STUART BILLES
Maida M Talens
MARITES DE LEON VELENA
DAVID WILLIAMSON
Brooke N Zasadny
Chelsea Pittman
JEFFREY LI
Tristan Michael DeMers
LISA LYNN LOCKERMAN
LAWRENCE MICHAEL DEPAUL
SURYA JOSHUA KANE METZLER
David Harlan Hatch
MATTHEW SCOTT SMITH
MARY THERESA GIBSON
Joseph Anthony Puritt
Matthew Scott Albrecht
MASON LANE CARPENTER
Hayden Beckett Jankoski
Natalie Rose Anselmo
Christopher Bouffier

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