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Best financial advisors in San Bruno, CA

Registered advisers within 25 miles of San Bruno, CA.

Offices
2,468
Firms
1,703
Combined AUM
$32.3T
Firm-wide filings, not assets booked only here
Clients
3.21M
3,205,360 clients when Item 5C has a number
Avg / client
$10.1M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
AMS CAPITAL MANAGEMENT LLC
DELPHI MANAGEMENT PARTNERS VIII, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
TLG ADVISORS, INC.
CHEN FINANCIAL GROUP, LLC
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
CITIGROUP GLOBAL MARKETS INC.
SAVANT PARTNERS, LLC
UNION LABS
TRIBE CAPITAL
GUMI CRYPTOS CAPITAL LLC
YAMAHA MUSIC INNOVATIONS
SOLARIS FUND MANAGEMENT LLC
SEIA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PAIR CAPITAL WEALTH MANAGEMENT, LLC

Investors

ADAM CHRISTOPHER GREEN
MEAGAN COLLEEN MERRILL
Rasa Petrauskaite
Kali Franco
ALLYSON MARTA SALDANA
Shishun Kryskalla
SELINA ELAINE SOO
RYAN KENNETH LEE
GEORGE PAPADOYANNIS
Agustin Arroyo
JENNY TRAN LUONG
Li Yang Lee
MARK DAVID BERNARD
ROBIN MELENA KENNEDY
FLOR MARIA SANTANA
ROBERT RAYMOND RULE
CURTIS S CHEN
XIANG LI
BENJAMIN YOHANAN
MARC EUGEN KRIESSMANN
TRACI EILEEN HOLLANDER
ANNA WUZHEN
MATTHEW HENRY LUM
JONATHAN NICOLAS
ANNIE LOUIE
Alvin Yuheng Wan

Within 25 miles of San Bruno, CA, Best Investors lists 1,703 registered investment advisory firms with 2,468 offices nearby, managing about $32.3T in combined regulatory AUM across 3,205,360 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 San Bruno

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