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Best financial advisors in Pleasanton, CA

Registered advisers within 25 miles of Pleasanton, CA.

Offices
1,693
Firms
846
Combined AUM
$19.6T
Firm-wide filings, not assets booked only here
Clients
3.63M
3,630,859 clients when Item 5C has a number
Avg / client
$5.40M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
PANDECT CATALYST FUND MANAGEMENT LLC
ADAP TAX FINANCIAL, INC.
BUCK WEALTH STRATEGIES, LLC
CONTINUUM ADVISORY, LLC
LPL FINANCIAL LLC
LEGACY WEALTH MANAGEMENT, LLC
J.P. MORGAN SECURITIES LLC
PRUDENT PROSPERA PLANNING, INC.
CETERA INVESTMENT ADVISERS LLC
KNIGHT AND COMPANY WEALTH ADVISORS, LLC
DEJARNATT, PAUL E
MML INVESTORS SERVICES, LLC
U.S. BANCORP ADVISORS, LLC
INFINITY FINANCIAL SERVICES ADVISORY
COMMONWEALTH FINANCIAL NETWORK
TURNMARK CAPITAL LLC
WELLS FARGO CLEARING SERVICES, LLC
RPG INVESTMENT ADVISORY, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Investors

LAWRENCE C MUI
Gregory Francis Crofton
KEVIN LYLE SHELTON
Daniel Copenhagen
DANIEL BURKE BELTRAN
Sonja H. Kurhanewicz
LILI HUANG
Lu Hao
Brian W. Krebs
ATUL C DUBAL
JONATHAN CHARLES ILLIG
HOWARD COREY HERTZ
PAUL EDWARD DEJARNATT
ANTONIO ACCARDO
Blair Stuart Schmidt
Cheryl Lynn Bates Rhoades
Maxine Annapolen Drexler
Blaine Gregory Schmidt
John Zamboanga
MICHAEL ROBERT MARTIN
ERIC PRESTON MARTIN
ADAM JOSHUA SADOWY
ROBBY WILLIAM ENGELDINGER
MATTHEW OSCAR VERA
ROBERT JAMES VALENTINE
NANCY LAURA ROBERTSON
RANDALL GARRISON ROBERTSON

Within 25 miles of Pleasanton, CA, Best Investors lists 846 registered investment advisory firms with 1,693 offices nearby, managing about $19.6T in combined regulatory AUM across 3,630,859 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 Pleasanton

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 BLACKROCK INVESTMENT MANAGEMENT, LLC 81 clients · 711 advisers $677B AUM