Best Investors Account Sign in

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

BASIS SET BUILDERS, LLC
MTVP MANAGEMENT, LLC
EIGHTY-SEVEN CAPITAL MANAGEMENT, LLC
FRIENDS & FAMILY CAPITAL MANAGEMENT, LLC
EASTLINK CAPITAL MANAGEMENT, LLC
DIRECTROUND MANAGEMENT, LLC.
NEXTEQUITY PARTNERS
WELLS FARGO CLEARING SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
KHOSLA VENTURES, LLC
TAYAN CAPITAL MANAGEMENT, LLC
OCEANIQ CAPITAL, LLC
MAYA ADVISORS, INC.
FRANK, RIMERMAN ADVISORS LLC
OMEGA VENTURE PARTNERS
STRUCTURAL CAPITAL MANAGEMENT COMPANY II, LP
THOMPSON HUTTON, LLC
CHARLES SCHWAB & CO., INC.
VENROCK MANAGEMENT, LLC
PANNA MANAGEMENT LLC

Investors

MEENAKSHI SAXENA
JOSEPH PLATON ABAD
EMILY ANN CHAPMAN
BRIAN RONALD TAYAN
TSUN TAT WONG
Kai Chen
YING YING JING
Qianqian He
LAVINA NAGAR
ADAM Jay GENSLER
PATRICK JOSEPH SULLIVAN
Sarah Elizabeth Buchardt

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