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Best financial advisors in Redwood City, CA

Registered advisers within 25 miles of Redwood City, CA.

Offices
2,588
Firms
1,576
Combined AUM
$32.4T
Firm-wide filings, not assets booked only here
Clients
3.62M
3,621,150 clients when Item 5C has a number
Avg / client
$8.95M
Combined AUM ÷ clients

Nearby offices

Firms

STRATEGIC ADVISERS LLC
CHARLES SCHWAB & CO., INC.
CREATIVE PLANNING
OSAIC WEALTH, INC.
ASIA2G CAPITAL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CITIGROUP GLOBAL MARKETS INC.
BLUEPRINT INVESTMENTS AND TAX PLANNING
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
SK TELECOM VENTURE CAPITAL, LLC
EDWARD JONES
AJAY AGRAWAL

Investors

NOELLE OWENS
JANUARY K. JOHNSON
Susan Tzu-Ling Chen
HANNAH HAN
Amanda Cradeur
GARY PAUL JAMIESON CORNFORD
MARY YUKWAH LAI
Jordan Royce Matthews
AIYUN ZONG
Shu-Ming Chang Chu
NAMAL KUMARI HERATH DE SILVA
DANIEL GONG
Quang Phuong Nguyen
Xueling Zhang
Brian Zachary Wong
WEI HUA
Kuanyee Lee
Hsin Yi Vivian YI Hsieh
Xinyao Wang
Yihua Xie
Phoebe Zhang
Kunjie Ou
Wei Zhai
Xiaoyi Tang
Bela Ernst Palfalvi
Michael Minh Ngo
Ted G Cocoles
WENDY NICOLE BANKS
William Bing Wang
Joseph Jay Runyan
Daphne W Lawrence
Hector Kenneth Cervantes
PETER EDWARD GRASSI
ANIL GULATI
Estanislao S Saenz
Bao Quoc Nguyen
CHAO LIN WOOD
ANDREW C LAI
KATHY NGOC-HA LAM
BENJAMIN CHANG
VICKY HIN TSANG
TE HSIN WENDY YUAN
KHOA DANG LE
Paul E Schreiber
DANNY VIET PHAM
YUN HUANG
NWELIN NAING WONG
SZE WAI KWOK
CHRISTOPHER TAM DAO
PRABHLEEN KAUR DHANDA
Jiaying Ma
Kunyu Chen
RAUL TERUO LEON
Vuong H Le
JEFFREY RAY ALEJANDRO
ENDRY SURJANTO
LINH MY TRUONG
Apostolos N Kiriazis
RANA OROUMI
LUCAS LOC THAI
TIM JUEI-TING KAO
JEFFREY COPLAN
TREVOR DEPRIEST
TOMMY NGO
RAMON Dedrick WARE
PHU THANH NGUYEN
ANH H NGUYEN
MIKHAEL TURCAN
NATHANIEL L. GARCIA
DAE YOUNG CHUNG
FARZAD RAUFI
JOSHUA THOMAS DENTON
MARK RICHARD KLEINER
ERIC ALEXANDER TALLON
THU-HUONG NGUYEN
PAMELA LIJING YOU
ARMAN BHANGU
KIM ANNE BRADFORD
CLAIRE HSU BENOIT
Benigno Gonzalez
Virginia Lee
MICHAEL KA LAM
DENISE MARIE GRANVILLE
Eunice Huai-Ying Scholten
YEA BIN LEE
Genesis Renteria
Salah A Saleh
Andrew Elias Jimenez
AJAY AGRAWAL

Within 25 miles of Redwood City, CA, Best Investors lists 1,576 registered investment advisory firms with 2,588 offices nearby, managing about $32.4T in combined regulatory AUM across 3,621,150 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 Redwood City

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