Best Investors Account Sign in

Best financial advisors in S San Fran, CA

Registered advisers within 25 miles of S San Fran, CA.

Offices
2,467
Firms
1,696
Combined AUM
$32.4T
Firm-wide filings, not assets booked only here
Clients
3.53M
3,528,402 clients when Item 5C has a number
Avg / client
$9.19M
Combined AUM ÷ clients

Nearby offices

Firms

BEYOND WEALTH ADVISORY LLC
WELLS FARGO CLEARING SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CITIGROUP GLOBAL MARKETS INC.
BLUE LION GLOBAL MANAGEMENT, L.P.
BANYAN ALPHA INVESTMENT L.P.
SAXON SECURITIES LLC
PREMISE VENTURE PARTNERS, LLC
SPRUCE CAPITAL PARTNERS
MENTA CAPITAL LLC
SOUTH BAY PARTNERS LLC
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
ORSO PARTNERS, LP
ALPHA SOLUTIONS INVESTMENT ADVISORS
EDWARD JONES

Investors

RANDY SHUWOON TAM
Isabella Hil-Won Tam
TINA TINAU LOUIE
HENRY VAN
Mark Brian Canlapan
WILSON KWOK
CHRISTIAN BARRON LOPEZ
JOSE BANDOQUILLO NAVARRO
JEFFREY LEONG
NED FRANCIS LUCIA
WILLIAM ANTHONY ROSSITTO
CLAIRE HSU BENOIT
Benigno Gonzalez
Virginia Lee
MICHAEL KA LAM
DENISE MARIE GRANVILLE
XIUQI JIANG
ROBERT NORMAN MOSES
ANTHONY T SAM
Nathalie Botros Lai
Jordan Baley Sam
Kelly Ann Cunningham
TOMMY SAJUTIE

Within 25 miles of S San Fran, CA, Best Investors lists 1,696 registered investment advisory firms with 2,467 offices nearby, managing about $32.4T in combined regulatory AUM across 3,528,402 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 S San Fran

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