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Best financial advisors in Pacifica, CA

Registered advisers within 25 miles of Pacifica, CA.

Offices
2,372
Firms
1,644
Combined AUM
$32.1T
Firm-wide filings, not assets booked only here
Clients
3.20M
3,203,869 clients when Item 5C has a number
Avg / client
$10.0M
Combined AUM ÷ clients

Nearby offices

Firms

ATARAXIA PARTNERS, LLC
EDWARD JONES
OSAIC WEALTH, INC.
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CITIGROUP GLOBAL MARKETS INC.
LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
EMERSON EQUITY LLC
CETERA INVESTMENT ADVISERS LLC
ALLSTATE FINANCIAL ADVISORS, LLC

Investors

Sven Geffken
Jason D Uchi
MICHAEL JOHN MCCORMACK
Connor Lawrence McCormack
XIUQI JIANG
DENISE MARIE GRANVILLE
CLAIRE HSU BENOIT
Benigno Gonzalez
Virginia Lee
MICHAEL KA LAM
TOMMY SAJUTIE
JEFFREY LEONG
Mark Brian Canlapan
NANCY M. MARTINEZ
TINA TINAU LOUIE
HENRY VAN
PHILIP ROY GRITES
SHIRLEY ANK WONG
NICHOLAS ANTHONY SUTTON
ALAN MARIUS MADRINAN NAGUIT
ANNIE CRONIN
EMMANUEL ABESAMES SANTOS
JASON ORCENA TIONGSON
IVAN JI CEN
JOSE BANDOQUILLO NAVARRO
JOHN REGINALD ROXAS
BRIAN CHONKIT LEI

Within 25 miles of Pacifica, CA, Best Investors lists 1,644 registered investment advisory firms with 2,372 offices nearby, managing about $32.1T in combined regulatory AUM across 3,203,869 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 Pacifica

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