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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

ADAP TAX FINANCIAL, INC.
BUCK WEALTH STRATEGIES, LLC
PROSPERITY CAPITAL ADVISORS
BROOKER WEALTH MANAGEMENT
LPL FINANCIAL LLC
LEGACY WEALTH MANAGEMENT, LLC
CHARLES SCHWAB & CO., INC.
CETERA INVESTMENT ADVISERS LLC
DUET ADVISORY SERVICES LLC
VECTORS CAPITAL, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC WEALTH, INC.
BAPCD, INC.
WELLS FARGO CLEARING SERVICES, LLC
THE R.L. BROWN ADVISORY GROUP, LLC
J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES

Investors

Gregory Francis Crofton
KEVIN LYLE SHELTON
CAROL LYNN OCHOA
ANDREW MICHAEL NEVIN
Kevin Yee
SCOTT PATRICK KELLEY
DANIEL BURKE BELTRAN
Sonja H. Kurhanewicz
Richard Daniel Scarpitti
Huizhen Wu
Scott James Martinez
Xiao Lu Jiang
Qiaoyi Yu
JOSEPH EDWARD MCKISSACK
GULNEER S SARANG
DEREK H BYSTROM
Kevin Christian Maas
Berenice Robante
HUINI LI
Hannah Beatriz Amy Young
Mitchell Dean Bertonneau
Russell Alexander Lin
WINNIE GUO
Isaac Damien Cowen
ALEX KUPERMAN
Grant Robert Johnson
Sneha Dhar Karihaloo
STEVEN CLINT GEE
SHARON ANNE ALMEIDA
Jacqueline Nicole Almeida
LAWRENCE C MUI
GREGORY JOHN HANNAH
MILTON BOYD
DAVION H CHAIDEZ
ROBERT LEO BROWN
LILI HUANG
Lu Hao
Brian W. Krebs
Mark Brian Canlapan
Blake Harmer
JENNIFER LYNNE LOYER
Casey Kehr
KAREN JULIE GOODWIN
ALLEN FRANCIS LIPSCOMB
Schuyler William Gregory
Jeffrey Ralph Bohn
Jordan L Bohn

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