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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

J.P. MORGAN SECURITIES LLC
LEIFM LLC
COMMONWEALTH FINANCIAL NETWORK
CHARLES SCHWAB & CO., INC.
META HEALTH CAPITAL, LLC
FIDERE
WELLS FARGO CLEARING SERVICES, LLC
ORION PARTNERS, LLC
STOVELL AI SYSTEMS
CITIGROUP GLOBAL MARKETS INC.
NAND CAPITAL, INC.
PORTFOLIO MANAGEMENT TECHNOLOGY
U.S. BANCORP ADVISORS, LLC
VISION CAPITAL INVESTMENT MANAGEMENT, INC.
BUAN CAPITAL LP
GABLES INVESTMENT MANAGEMENT, LLC

Investors

QIFEI QI
ANNIE HA
ARBEN ARIFI
Kevin Suarez
PAUL OSCAR SOLORZANO
Allen Chuckman Lee
Yuan QI
AMINTA ANGELA ROMERO-DUNKLE
THERESA HSIAO-HSIN CHAO
JUBISA MONTES
HELEN YANG
CHASE ROBERT GOULART
Ryan Wahl
GERALD MATTHEW CLONEY
Mathias Paul Simon Picot
Sarah Catherine Herde
ROBERT HARRY STUTCH
MABEL CHAN
BERENICE SANCHEZ
MAKSYM PYLYPENKO
DAVID MORRIS VISHER
JAMES BUCKNER STOVELL
CUONG T OUM
JOSIE JO-TING SU
YUNYAN ZHOU
ERIC MANGPUI TANG
Xiaodong Miao
DAVID SOUNGKWON KIM
Richard J Flores
IGOR PLESHCHUK

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