Best Investors Account Sign in

Best financial advisors in Morgan Hill, CA

Registered advisers within 25 miles of Morgan Hill, CA.

Offices
508
Firms
193
Combined AUM
$14.2T
Firm-wide filings, not assets booked only here
Clients
2.76M
2,763,198 clients when Item 5C has a number
Avg / client
$5.15M
Combined AUM ÷ clients

Nearby offices

Firms

COMMONWEALTH FINANCIAL NETWORK
EASTSOUND CAPITAL ADVISORS, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO CLEARING SERVICES, LLC
J.P. MORGAN SECURITIES LLC
FOCUS PARTNERS WEALTH, LLC
PRIVATE ADVISOR GROUP, LLC
EDWARD JONES
J WARD FINANCIAL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CLEAR CREEK CAPITAL, LLC
GIBBS WEALTH MANAGEMENT, LLC
DESAI WEALTH LLC

Investors

MICHAEL KIRK ELDER
JAMES MICHAEL MCEVOY
Niels Mcevoy
MARK GENARO VALENCIA TAYLAN
VICTOR MARTIN GAXIOLA
KIMBERLY KLOR GAXIOLA
MARK THOMAS GRISEDALE
GABRIELA RUVALCABA
IBUN ANDO
JESSICA LAILOR LEVAN
Victor Acevedo
Jesus Maciel
DANIEL THOMAS NEWQUIST
DANIEL JEFFREY MAY
BRADLEY BRIAN LEDWITH
MICHAEL B. NAPOLI
Marisa Otto
James A Ward
Hai Thanh Tran
GREGORY MILES BABCOCK
Vaishali Desai
MARIKA SOMORJAI
DAVID JOHN VANDERZWAAG
ROBERT GALINDO
THOMAS DAVID VANDERZWAAG
KARL JAMES NICHOLAS THOENI
KRISTI BAKER ELLINGTON

Within 25 miles of Morgan Hill, CA, Best Investors lists 193 registered investment advisory firms with 508 offices nearby, managing about $14.2T in combined regulatory AUM across 2,763,198 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 Morgan Hill

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM