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Best financial advisors in Pescadero, CA

Registered advisers within 25 miles of Pescadero, CA.

Offices
1,371
Firms
817
Combined AUM
$17.6T
Firm-wide filings, not assets booked only here
Clients
3.21M
3,209,802 clients when Item 5C has a number
Avg / client
$5.48M
Combined AUM ÷ clients

Nearby offices

Firms

SEQUOIA CAPITAL OPERATIONS, LLC
SEQUOIA GLOBAL EQUITIES
UBS FINANCIAL SERVICES INC.
GATES PASS ADVISORS, LLC
TSINGYUAN VENTURES LLC
VIDI LLC
LPL FINANCIAL LLC
SVB WEALTH
RPS MANAGEMENT LLC
MORADO VENTURES, LLC
E12 VENTURE CAPITAL, LLC
BYERS CAPITAL INVESTMENT ADVISORY, LLC
KLEINER PERKINS
EXPONENTIAL TECHNOLOGIES FRONTIERS FUND MANAGEMENT COMPANY LLC
HAN RIVER PARTNERS
COPPERPLATE CAPITAL LLC
ALAMEDA CAPITAL MANAGEMENT, LLC
LONGITUDE CAPITAL MANAGEMENT CO., LLC
FRANK ELMER INVESTMENT STRATEGIES LLC

Investors

STEPHEN HOI TAK LUK
ERIK ALLEN SCHEI
KANAKA ESTHER SZABO-CUMMINGS
Louise Alexander
Jane Elizabeth Terry Khalaf
JUDY HAN
JEFFREY NOVEDA MANUEL
Carol Le
QWENDALYNN THUC LAI
JOSEPH DAVID SALMAN-TEHRANI
ANN THAI DUONG HUYNH
QAYSAR KHALEL AL ABOOSI
FRANK HUDSON ELMER

Within 25 miles of Pescadero, CA, Best Investors lists 817 registered investment advisory firms with 1,371 offices nearby, managing about $17.6T in combined regulatory AUM across 3,209,802 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 Pescadero

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