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Best financial advisors in Presidio, CA

Registered advisers within 25 miles of Presidio, CA.

Offices
2,337
Firms
1,474
Combined AUM
$32.4T
Firm-wide filings, not assets booked only here
Clients
3.49M
3,491,758 clients when Item 5C has a number
Avg / client
$9.28M
Combined AUM ÷ clients

Nearby offices

Firms

GLOBAL-ASSETS INC
FRANCISCO PARTNERS
LOGOS GLOBAL MANAGEMENT, L.P.
KURV INVESTMENT MANAGEMENT LLC
PERCHERON CAPITAL
FORERUNNER VENTURES MANAGEMENT, LLC
PARK WEST ASSET MANAGEMENT LLC
L2 POINT MANAGEMENT LLC
PASSPORT CAPITAL, LLC
GREENOAKS
DRAGONEER INVESTMENT GROUP, LLC
EPICENTER CAPITAL, L.P.
CERTUITY, LLC
NUMERAI
ALLIED VALUE, LLC
BUCKHILL CAPITAL LP
SELDON CAPITAL LP
MHS CAPITAL MANAGEMENT III, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

James Francis Puleo
Anna Yu
PAUL SCHWARZBACH
Meiting Xie

Within 25 miles of Presidio, CA, Best Investors lists 1,474 registered investment advisory firms with 2,337 offices nearby, managing about $32.4T in combined regulatory AUM across 3,491,758 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 Presidio

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 BLACKROCK FUND ADVISORS 1 clients · 9 advisers $4.28T AUM 2 T. ROWE PRICE ASSOCIATES, INC. 83 clients · 235 advisers $2.20T AUM 3 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 4 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 5 CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 39 advisers $1.72T AUM 6 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 7 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 8 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM