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Best financial advisors in Portola Vally, CA

Registered advisers within 25 miles of Portola Vally, CA.

Offices
1,493
Firms
845
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

STATE FARM INVESTMENT MANAGEMENT CORP.
DECODE FINANCE LLC
PNC WEALTH MANAGEMENT LLC
COLE, THOMAS C.
CERITY PARTNERS LLC
NTI MANAGERS, LLC
PARIVEDA INVESTMENT MANAGEMENT
DISRUPTIVESECULARGROWTH CORPORATION
MEZZI
SUNDANCE GROWTH MANAGEMENT, LLC
RITUAL CAPITAL MANAGEMENT COMPANY, LLC
PAX VENTURES MANAGEMENT, LLC
PRIMETECH VENTURES LLC
EDWARD JONES
SER CAPITAL PARTNERS MANAGEMENT, LP
K9 VENTURES, LLC

Investors

GURBINDER SINGH MAVI
JOHN WARD MCAFEE
YVONNE WARDA THOMAS
CHRISTINE MARIE OPITZ
Swastik Singh
MANYA BHUTANI
BRIAN PATRICK MURPHY
Sri Lakshman Palasamudram
Madalina Loredana Andrei
DU QUANG VO

Within 25 miles of Portola Vally, CA, Best Investors lists 845 registered investment advisory firms with 1,493 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 Vally

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