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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

PFS INVESTMENTS INC.
J.P. MORGAN SECURITIES LLC
LUNA CAPITAL MANAGEMENT, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
U.S. BANCORP ADVISORS, LLC
MC INVESTMENTS & ADVISORY LLC
BALANCE CASH MANAGEMENT INC.
LPL FINANCIAL LLC
CIRCUIT WEALTH LLC
PLUTUS WEALTH MANAGEMENT
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
ROBERTSON STEPHENS
PB INVESTMENT PARTNERS, L.P.
SENTINEL DOME PARTNERS, LLC
ALLSTATE FINANCIAL ADVISORS, LLC
CMF ADVISORY LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

EPHRAIM CALBERT
Thanh Nguyen
King tong Wong
David Lanshe
Benigno Gonzalez
RONAN CALCETA GAUDARIO
DAVID NOORIEL NISSIM
RONA D. Stefani
Tyler Siv
Arleen-Grace Santos Vatuvei
YU MING CHEN
Stan Markuze
ROBERT DARYL FONG
VEGA SINGLAN HUEN
SIMRANJOT SINGH BACHAL
Zhaokun Yang
ROBERT RYAN DUNCAN ANDERSON
Jose Fernando Campos
MATTHEW ANDREW LAU
Jared James Burns-Coffin
Ray Wai Man Chan

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