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Best financial advisors in Rodeo, CA

Registered advisers within 25 miles of Rodeo, CA.

Offices
2,267
Firms
1,365
Combined AUM
$32.6T
Firm-wide filings, not assets booked only here
Clients
3.73M
3,729,999 clients when Item 5C has a number
Avg / client
$8.75M
Combined AUM ÷ clients

Nearby offices

Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
EARNED WEALTH ADVISORS, LLC
OSAIC WEALTH, INC.
ASYMMETRY VENTURES ADVISORS, LLC
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
BENNING FINANCIAL GROUP, LLC
PRIVATE ADVISOR GROUP, LLC
POINT SUR INVESTORS LLC
PORTA INVESTMENT MANAGEMENT

Investors

Bei Lei Yu
ALPHONSUS CHEN
SEAN JOSEPH CONNOLLY
NAVJEET SINGH CHAHAL
Dilnoor Kaur
Nitu Kumar
Sunita Pathak
Pooja Agarwal
Seema Saini
Lino Manuel Amaral
ROBIN ALEXANDRA STARR
KAITLYN SARA ZAWADA
ZOUBIR BELKACEMI
MILA NUES COFFEY
JASON ANTHONY DONDERO
Adrian Jan Kula
Akgaukhar Nuskabayeva
JIN CHENG Darrin WU
JEFFREY ALLAN MARKS
Ariel Julian Castillo
Kenneth Kay Casper
RANDY CHARLES BENNING
JOSEPH HENRY FRANTZ
Moises Ismael Ramirez
THOMAS KABRICK PORTA
SIMONE LANE

Within 25 miles of Rodeo, CA, Best Investors lists 1,365 registered investment advisory firms with 2,267 offices nearby, managing about $32.6T in combined regulatory AUM across 3,729,999 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 Rodeo

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 CAPTRUST 963 advisers $1.24T AUM 8 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM