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Best financial advisors in Palo Alto, CA

Registered advisers within 25 miles of Palo Alto, CA.

Offices
1,705
Firms
934
Combined AUM
$17.7T
Firm-wide filings, not assets booked only here
Clients
3.39M
3,391,104 clients when Item 5C has a number
Avg / client
$5.22M
Combined AUM ÷ clients

Nearby offices

Firms

ALTAMONT CAPITAL PARTNERS
WELLS FARGO CLEARING SERVICES, LLC
EQUITYBEE ADVISORS, LLC
HOLBROOK GLOBAL STRATEGIES
TREGARON CAPITAL
REBALANCE LLC
FOCUS PARTNERS WEALTH, LLC
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
CITIGROUP GLOBAL MARKETS INC.
LPL FINANCIAL LLC
CRV, LLC
J.P. MORGAN SECURITIES LLC
TWENTY TWO VENTURES, L.L.C.
VERTICAL VENTURE PARTNERS
ACCEL MANAGEMENT CO. L.L.C
MFV PARTNERS MANAGEMENT, LLC
THRESHOLD VENTURES II MANAGEMENT COMPANY, LLC
THRESHOLD MANAGEMENT, LLC
THRESHOLD VENTURES I MANAGEMENT COMPANY, LLC

Investors

POURYA NAEIMI
CRISTINA A TRIANTOS
PAUL THEODORE BOSCIA
CHRISTIE MARIE WHITNEY
Svetlana A Kot
SONJA GRACE BREEDING
Matthew Peter Jude
Heidi Bao Phan
MITCHELL JAY TUCHMAN
SARAH SWIFT BRANDON
SCOTT DAVID PURITZ
STEVEN DAVID KEIRN
Eric Joseph Berquist
GRANT CARVER
ROBERT JAMES EMENS
Justin Norsworthy Wiles
SARABPREET KAUR
JASWINDER PAL MEHRA
ROBERT VINCIENT NICOLOSI
Andreja Dugacki
MELISSA DENISE SHAW
TIMOTHY MONTILLANO SALUNGA
BRYAN PAUL BRADSHAW
ROBERT ZIMMERMAN
DAVID MCLAUGHLIN
QAYSAR KHALEL AL ABOOSI
Sruti NLN
CHAD STANLEY THOMAS
ANGELA ON KEI LAU
SASHA LUSHA ZHU
DAO NGUYEN
PABLO MARTIN SERNA
Yue Carol Liao
Samuel Veytser

Within 25 miles of Palo Alto, CA, Best Investors lists 934 registered investment advisory firms with 1,705 offices nearby, managing about $17.7T in combined regulatory AUM across 3,391,104 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 Palo Alto

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