Best Investors Account Sign in

Best financial advisors in Pittsburg, CA

Registered advisers within 25 miles of Pittsburg, CA.

Offices
861
Firms
396
Combined AUM
$17.1T
Firm-wide filings, not assets booked only here
Clients
3.33M
3,327,975 clients when Item 5C has a number
Avg / client
$5.15M
Combined AUM ÷ clients

Nearby offices

Firms

FUTURE FRONTIER CAPITAL, LLC
POINT SUR INVESTORS LLC
CLAYTON PARTNERS LLC
BLUME CAPITAL MANAGEMENT, INC.
J.P. MORGAN SECURITIES LLC
Z21 VENTURES MANAGEMENT COMPANY, LLC
STRATEGIC ADVISERS LLC
LPL FINANCIAL LLC
VOLEON CAPITAL MANAGEMENT LP
ALTA VIA CAPITAL
WEALTHPAVER
LPL ENTERPRISE, LLC
SIMPLICITY WEALTH
OSAIC WEALTH, INC.
MASON & ASSOCIATES, INC.
CITIGROUP GLOBAL MARKETS INC.
DUET ADVISORY SERVICES LLC
CETERA INVESTMENT ADVISERS LLC

Investors

Alex Gates
JASON GORDON STANKOWSKI
BRIAN GUY LANCASTER
JEFFREY VALENTINE ST. CLAIRE
PETER BRAY REIDENBACH
Samaya Patel
AMY STOEPLER THACHER
Tim Everhart
VERNON DELANEY HOBBS
Peter Green
YINGYU SITU
ASHLEY COONS
HAMED RASHIDPOUR
NICHOLAS RYAN WILSON
MICHELLE TANG
DIANA ESPINOZA
NICHOLAS A KLARMAN
KARA Y CHAN
MAYA BAXTER
TASHINA REYES
GABRIEL YEOTZIN GUTIERREZ RODRIGUEZ
MARTHA J. MASTRACCI
SAHIL DILAWARI
OLIVIA PENG
WENSHAN HE
SEAN JOSHUA PEREZ
TONG PAGE
MITCHELL PHILLIP ALVEY
AHAMAD SHAGHASSI
RODRIGO FLORES
MICHAEL PIERCE
DAVID WEED
RYAN CHRISTOPHER HERRERA
ALI POSWAL
ANDREW F KLASE
KELSIE A. KAHN
JOSHUA GRASSEL
MEGAN LINFORD
KEVIN R. STROMFELD
PATRICK BAUZON
PUJA AGGARWAL
MORGAN JOSEPH JAVONILLO
ERIN ESCOBAR
YIA LEE
BRANDON FONG CHENG
AMANDA LUONG
STEVEN MARC RAVLIN
Hai Nguyen
PATRICK GAYNOR
CARL MATTHEW GABLER
DRAGOS GEORGESCU
Hariharan Raghavan Iyer
LI DONG
Sherry Xin Hu
GERMAINE C CORDES
ALLAN WILLIAM MOSKOWITZ
DARREN SCOTT TAGGART
Mark Lawrence Hortizuela Cortez
SHARON ANNE ALMEIDA
Jacqueline Nicole Almeida
MIRANDA MUN CHANG

Within 25 miles of Pittsburg, CA, Best Investors lists 396 registered investment advisory firms with 861 offices nearby, managing about $17.1T in combined regulatory AUM across 3,327,975 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 Pittsburg

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 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM