Best Investors Account Sign in

Best financial advisors in Millbrae, CA

Registered advisers within 25 miles of Millbrae, CA.

Offices
2,477
Firms
1,707
Combined AUM
$32.1T
Firm-wide filings, not assets booked only here
Clients
3.22M
3,221,299 clients when Item 5C has a number
Avg / client
$9.96M
Combined AUM ÷ clients

Nearby offices

Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EMERSON EQUITY LLC
WELLS FARGO CLEARING SERVICES, LLC
SHUYI KONG WEALTH MANAGEMENT, INC.
U.S. BANCORP ADVISORS, LLC
CETERA INVESTMENT ADVISERS LLC
CONQUIS FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
CMF ADVISORY LLC
ALLSTATE FINANCIAL ADVISORS, LLC
LUNA CAPITAL MANAGEMENT, LLC
VALMAR CAPITAL LLC
MC INVESTMENTS & ADVISORY LLC
CIRCUIT WEALTH LLC
PLUTUS WEALTH MANAGEMENT

Investors

Weijia Guo
HARDIT NARAYAN CHAUDHARY
YINGQUAN ZHANG
JULIE CHI-CHING CHEN TUNG
MATTHEW PAUL SOLIS
Shuyi Kong
Jason Chia Wun Chen
IVAN JI CEN
KATHERINE ANN SIMMONDS
Jacob David Levy
Brieanna Rain Ford
PHILIP ROY GRITES
King tong Wong
David Lanshe
Benigno Gonzalez
RONA D. Stefani
ROBERT DARYL FONG
Jared James Burns-Coffin
RONAN CALCETA GAUDARIO
DAVID NOORIEL NISSIM
TOMMY SAJUTIE
YU MING CHEN
SIMRANJOT SINGH BACHAL
Zhaokun Yang

Within 25 miles of Millbrae, CA, Best Investors lists 1,707 registered investment advisory firms with 2,477 offices nearby, managing about $32.1T in combined regulatory AUM across 3,221,299 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 Millbrae

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