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Best financial advisors in Newark, CA

Registered advisers within 25 miles of Newark, CA.

Offices
1,848
Firms
999
Combined AUM
$19.1T
Firm-wide filings, not assets booked only here
Clients
3.40M
3,401,020 clients when Item 5C has a number
Avg / client
$5.60M
Combined AUM ÷ clients

Nearby offices

Firms

RETIREMENT CAPITAL STRATEGIES, INC.
OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
ANDREY, DOUGLAS
PROSPERITY CAPITAL ADVISORS
MARATHON RETIREMENT PLANNING
ATLAS GROVE CAPITAL LLC
SPC
DUET ADVISORY SERVICES LLC
BRIGHTPLAN LLC
RAYMOND JAMES & ASSOCIATES, INC.
ESO MANAGEMENT SERVICES LLC
FARMERS ASSET MANAGEMENT, LLC
LPL FINANCIAL LLC
NEWFRONT RETIREMENT SERVICES, INC.
FISHER INVESTMENTS

Investors

THOMAS EARL VAUGHAN
Easan Sean Arulanantham
ANTHONY ROCCO GIULIANO
Wilson Ku
Jace Garcia Dela Vega
Derek Peter Bouskos
Douglas George Andrey
CAROL LYNN OCHOA
Anthony Joseph Pontes
DANIEL JOSEPH BOWEN
DRAGOS GEORGESCU
CARL MATTHEW GABLER
DEREK JAMES PRITCHARD
SHARON ANNE ALMEIDA
Jacqueline Nicole Almeida
Haleigh Rose Albers
DANIEL LEE STOKES
DANIEL S LEE
CHANTAL MUKAI HERSEY
Luis Manuel Amato
JOAN CHRISTINE GONZALEZ
HENDRA PRAWIRA ISKANDAR
LAUREL S FIERRO
DENISE MICHELLE BOOK-HERNANDEZ
RYAN William GERDTS
CHRISTOPHER S WENG
KATHERINE ELIZABETH DAVALOS
WILLIAM BERNARD GERDTS
DAVID MCWILLIAM LUCAS
Quang Thi Phan
RYAN WILLIAM BRAVO
JASON CHRISTOPHER HEISE
PETER MARTIN EVANS
NEIL KRISTIAN FLUKEN
MATTHEW BENJAMIN BOND
CHRISTOPHER MICHAEL MANZI
RICHARD ANTHONY DIREGOLO
Nolan Kauhiahiwa Sam Ku
Aaron Brendan Moore
Peter James Evans
JERALD FRANK HENDERSON
JUSTIN CHARLES SKELTON
MICHAEL HUGHES
MARCOS D PASTRANA
DEAN ALAN BECKER
SCOTT BARTLETT MCCLOSKEY
ABIY FISSEHA
CHRISTIAN MICHAEL BRETZ
CHRISTOPHER JAMES CALL
CLAY DEAN WILLIAM STAFFORD
Jacob Daly
JENNIFER ANN LUKES
Lynn McCaffery
Ali Ahmadi
Ryan Sevy
Brandon Buckley
JUSTIN SCOTT MCADAMS
EDWIN THOMAS WILSON
DAVID BURNSIDE
FLORA C TSO
COLIN JEFFREY FUNK
GREGORY MICHAEL HARRISON
RYAN EATON WHYTE
SCOTT CURTIS MEIER
SEJI ALEXANDER
KIMLY THI HOANG
DHRUV JHIGAN
FABRIZIO F ORNANI
Sam Lerner
MICHAEL LESLIE RHODES
MATTHEW BENNETT SYMONS
MICHAEL CHRISTIAN PETERSEN
PAUL MATTHEW GRUMET
JOSHUA GARY EINHORN
CHAD TAYLOR ALLEN
YANCEY ORLANDO QUINONES
LUIS CASIAN
STEPHANIE BOWEN KUEHNE
AMIR FALLAHI ARZOODAR
CHELSEA DAWNE CORNELSEN
JILL TIECK SJOSTRAND
THOMAS WILLIAM COLE
NICOLE JAMALLE HUCKINS
JOHN AMIEL RICHARDS
DYANA LENORE MATHIS
Pooja Ravikiran
JOSHUA JIANSEN TAM
OLIVIER PAUL-MARIE CLERC-RENAUD
DYLAN PATRICK SHANNON
Christopher Canova
ERVIN MICHAEL BERNHART
LARS FREDRIK STRAME
LAURINE MARIE GARRITY
DANIEL MICHAEL RODKEWICH
MATTHEW PATRICK HAGEN
MARGARET NANCY CHAN
LUCAS E PUETZ
JONATHAN LOC DUY TRAN
ALEXANDER JEOUSIAN DENG
ELISABETH ANN DELLINGER
ADAM MICHAEL SCHNEIDER
JOSEPH STEPHEN PECK
JOSHUA D MASSE
ANDREW PAUL COOPER
ALISON MORI FOWLER
JOSE BRAZ SALANGSANG
WENDY LYNN NICHOLSEN
NIRANJAN TEJASVI SRINIVAS
DANIEL JAMES COBLE
CHRISTOPHER GENE WONG
WALTER KIRBY GOWEN
ADAM ROSS KLICK
MICHAEL WIDEMAN
JULIAN TOKI BURKE
NURUL ATIQAH BINTI BACHIK
MAX IAN KAPLAN
LAURA MERIYE SCHAEFER
LOUIS LYLE BLAKENEY
HERSHEY VIVELLE ARDINA CLORINA
STEVEN MICHAEL GRACIA
WAYNE WANG
DAVID HAYES MARTENS
DANIEL CHRISTOPHER O'BRIEN

Within 25 miles of Newark, CA, Best Investors lists 999 registered investment advisory firms with 1,848 offices nearby, managing about $19.1T in combined regulatory AUM across 3,401,020 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 Newark

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