Best Investors Account Sign in

Best financial advisors in Nas N Island, CA

Registered advisers within 25 miles of Nas N Island, CA.

Offices
1,106
Firms
475
Combined AUM
$18.2T
Firm-wide filings, not assets booked only here
Clients
91.7M
91,681,110 clients when Item 5C has a number
Avg / client
$198.8K
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
HORACE MANN INVESTORS, INC.
U.S. BANCORP ADVISORS, LLC
EDWARD JONES
J.P. MORGAN SECURITIES LLC
COMMONWEALTH FINANCIAL NETWORK
ANDREWS CAPITAL MANAGEMENT INC
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
ARANOVA CAPITAL, LLC
HAYES HART CPA'S WEALTH MANAGEMENT, INC
SANDBOX CAPITAL MANAGEMENT LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
ISLANDER ADVISORY GROUP LLC
SESTANTE FAMILY OFFICE
ORION CAPITAL MANAGEMENT LLC

Investors

WILLIAM ROLFE SHINEN
HAMID YAZARLOU
Hector Alberto Penalosa
Claudia Mata
Sean Casey Connors
Lee Joseph Fox
Hayley Noel Beard
SERGIO GODINEZ
Travis Harrington
JOSHUA D PERRI
KEVIN J HANSEN
Adawna Ruthart
SHEILA MARIE BRAUN
KELLY ANN BRAUN
Shannon Clancy
JANE MARIE BRAUN
JOE REX WOODS
JULIA DOYLE
MARK WARREN ANDREWS
NATHANIEL IHM
GEORGE DUNTON MULLEN
BRANDON Reid MATHER
John M Hart
Samantha Delgado
DANIEL JEROME WHITE
BENJAMIN WILLIAM WHITE

Within 25 miles of Nas N Island, CA, Best Investors lists 475 registered investment advisory firms with 1,106 offices nearby, managing about $18.2T in combined regulatory AUM across 91,681,110 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 Nas N Island

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 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM