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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

STRATEGIC ADVISERS LLC
LPL FINANCIAL LLC
EMERSON EQUITY LLC
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
ALLSTATE FINANCIAL ADVISORS, LLC
WELLS FARGO CLEARING SERVICES, LLC
POPLAR GLOBAL WEALTH MANAGEMENT LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
OSAIC WEALTH, INC.
SHUYI KONG WEALTH MANAGEMENT, INC.
U.S. BANCORP ADVISORS, LLC
CONQUIS FINANCIAL LLC

Investors

NOELLE OWENS
JANUARY K. JOHNSON
NANCY M. MARTINEZ
SHIRLEY ANK WONG
NICHOLAS ANTHONY SUTTON
ALAN MARIUS MADRINAN NAGUIT
ANNIE CRONIN
EMMANUEL ABESAMES SANTOS
JASON ORCENA TIONGSON
JOSE BANDOQUILLO NAVARRO
JOHN REGINALD ROXAS
BRIAN CHONKIT LEI
PHILIP ROY GRITES
IVAN JI CEN
DARRELL MINGKONG YOUNG
Weijia Guo
MICHAEL JOHN MCCORMACK
Connor Lawrence McCormack
YINGQUAN ZHANG
JULIE CHI-CHING CHEN TUNG
MATTHEW PAUL SOLIS
Shuyi Kong
Jason Chia Wun Chen
HARDIT NARAYAN CHAUDHARY
John P Lamesajan
KATHERINE ANN SIMMONDS
Jacob David Levy
Brieanna Rain Ford

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