Best Investors Account Sign in

Best financial advisors in Milpitas, CA

Registered advisers within 25 miles of Milpitas, CA.

Offices
1,474
Firms
782
Combined AUM
$18.8T
Firm-wide filings, not assets booked only here
Clients
3.39M
3,388,501 clients when Item 5C has a number
Avg / client
$5.54M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
GLOBAL ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
CITIGROUP GLOBAL MARKETS INC.
U.S. BANCORP ADVISORS, LLC
WELLS FARGO CLEARING SERVICES, LLC
THE GUARDINO FINANCIAL GROUP
OSAIC WEALTH, INC.
INDEPENDENT FINANCIAL GROUP, LLC
NI ADVISORS
CETERA INVESTMENT ADVISERS LLC
CHARLES SCHWAB & CO., INC.
ENL CAPITAL MANAGEMENT LLC
BRAVE14 CAPITAL LLC
NEW ASSETS INVESTMENT ADVISORS LLC

Investors

Dan Michael Santillan
Ravdeep Singh Bhasin
Rocky Sze Lok Yip
Edith Lau
Yajing Eva Qiu
SHIOU-YEAN CHEN
TOMONARI YAMANAKA
ISRAEL THOMAS JACOB RIOS
Quang Le Anh Nguyen
Alice Huang
KIM HOANG PHAM
CHADWICK P SUNTAY
SALvatore JOSEPH GUARDINO
BHAVIN CHANDRAKANT MEHTA
DANIEL TUAN KIEN LOY
JOHN C SHEN
NEERAJ BHATIA
NANCY YEN CHANG
JINRONG WANG
HONGFANG ZHANG
THEODORE HENDRICKUS FRANSE
CHUN DOK CHRIS WONG
SUIHOCK GOY
DENNIS BRIAN NOSS
Kimberly Ann Barentsen
Bala Subramanian
SHIRLEY JAMIL CORIA
Jarrod Benjamin Silvers
LINH THI WONG
Eileen Bader
Sneha Dhar Karihaloo
CHAITI CHATTERJEE
Ruoyun Liang
Paul Qibin Yang
HTET HTET AUNG
CATHY HA
WE-YU CHOU
Lwin Mar Kaung Myint
KEVIN HUYNH
Hoa Minh Kha
Tien Binh An Vo
Kim Lee

Within 25 miles of Milpitas, CA, Best Investors lists 782 registered investment advisory firms with 1,474 offices nearby, managing about $18.8T in combined regulatory AUM across 3,388,501 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 Milpitas

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 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM