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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

WELLS FARGO CLEARING SERVICES, LLC
ILLUMINA VENTURES
DFJ GROWTH
DRAPER FISHER JURVETSON
HERCULES ADVISER LLC
NEW ASSETS INVESTMENT ADVISORS LLC
SANDRO WEALTH MANAGEMENT LLC
ONEAMERICA SECURITIES, INC.
ZAPA INVESTING LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CHARLES SCHWAB & CO., INC.
OBEL FINANCIAL ADVISORS
CENTAURUS FINANCIAL, INC.
LPL FINANCIAL LLC
CARUSO FAMILY FINANCIAL ADVISORS (CFFA) LLC
RESTIVE INVESTMENT MANAGEMENT, LLC
J.P. MORGAN SECURITIES LLC

Investors

PETER SEYEDI
BART GILBERT SMITH
WE-YU CHOU
David C Tateosian
JACK SHAW
Robert Zapantis
Haiqing Chen
SEYEDNASER MOUSAVI
David McCaman
Alexander John Cassidy
EMMANUEL OBEL
DAMON SHIGERU YEE
ZHIHUI HUANG
James Daoang
RYAN Makoto YEE
Paul James Rubel
RUTH BETTENCOURT FREITAS
THOA NGOC TRAN ALGAN
PHILIP DREWS
MATHEW MILLER
Anthony Caruso
Minh Quang Le
FERNANDO MELLIN

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