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Best financial advisors in Portola Valley, CA

Registered advisers within 25 miles of Portola Valley, CA.

Offices
1,499
Firms
846
Combined AUM
$17.6T
Firm-wide filings, not assets booked only here
Clients
3.38M
3,380,225 clients when Item 5C has a number
Avg / client
$5.22M
Combined AUM ÷ clients

Nearby offices

Firms

SCRIBBLE VENTURES MANAGEMENT, LLC
HANOVER (HNVR)
CLUAIN-ERAIRD EQUITY INVESTORS, LLC
G2VP, LLC
CHANGE FORCES
LIGHTSTONE VENTURES
WESTERN TECHNOLOGY INVESTMENT (WTI)
CANVAS VENTURES
MORGENTHALER MANAGEMENT CORPORATION
THEORY VENTURES MANAGEMENT, LLC
ALMAZ CAPITAL
LEADOUT CAPITAL MANAGEMENT, LLC
ALMAZ CAPITAL PARTNERS, LTD
ELEVEN PRIME LLC
NEXT LEGACY MANAGEMENT, LLC
GENIUS VENTURES
MORGAN STANLEY
MAKENA CAPITAL MANAGEMENT, LLC

Investors

JASON PAUL BOGARDUS
Tami L Lautoa
WALTER FRANCIS EVANS
DANIEL JOHN SOARES
RACHEL ERIN MATTE MURFIT
Robert Francis Vaughan
Whitney L Itano
Floriberta Sario Perez
Samuel Vaughan
JENNIFER CAI
CHRISTOPHER THOMAS ROTH
Matthew Fortuna
ELIZABETH L KENT-LEVY
GERARD JAN ZELL
ELIZABETH KOHS SMITH
MARIA SELINA REYES
AMI MINAE RUSSELL
KATHARINE A PARTRIDGE
NHI PHUONG GIANG
PALLAVI IYER
ELIZABETH P ROBBINS
Harlan Peter Sylvester
JULIAN L LAI
GABRIELLE S FLEISCHER
DANA L TOBIAS
WILLIAM H MAUNG
Hailey Elizabeth Hagy
Brent Nicholas Kuhne
Joshika J Kumari
Jessalind C Tsui
Ali Yousuf
DEREK BRIAN FOWLER
DANIEL DANA I JACKSON
CHRISTOPHER ROY MICHINAKA
WILLIAM CRAIG ZASLOW
NORMAN FRANKLIN NG
ALBERT GIBBONS
EVAN ROSENBERG
DANIEL DANA JACKSON
William R Petit
Nicole M Lee
Evan Johnson
GREGORY VINTON VAUGHAN
RICHARD ALAN PETIT
ANDREW LYON CHASE
MARK S. DOUGLASS
MARY ELIZABETH TOOTELL
THOMAS HULETT JUDSON
GABRIELLA FODOR WANG
Shashi Vivek Bhatia
TREVOR THOMAS MCDONOUGH
MEERA RAMAN
Jeremy Alexandre Techer
Kyle S Kinnear
Mart B Oller
Emmanuel Assa
Whitney Catherine Corbett Rohrer
Angelina J Yu
TODD VINCENT NELSON
Connor A MacMitchell
CATHERINE H FANG
BLADIMIR MARQUEZ
Andrew C Kropp
KATHLEEN M CARROLL
JEFFREY DAVID TRAUM
Alvin To
Tong-Ba V Nguyen

Within 25 miles of Portola Valley, CA, Best Investors lists 846 registered investment advisory firms with 1,499 offices nearby, managing about $17.6T in combined regulatory AUM across 3,380,225 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 Portola Valley

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