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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

MENTA CAPITAL LLC
SOUTH BAY PARTNERS LLC
LPL FINANCIAL LLC
CONQUIS FINANCIAL LLC
OSAIC WEALTH, INC.
J.P. MORGAN SECURITIES LLC
BLUE LION GLOBAL MANAGEMENT, L.P.
STATE FARM INVESTMENT MANAGEMENT CORP.
EMERSON EQUITY LLC
CETERA INVESTMENT ADVISERS LLC
ALLSTATE FINANCIAL ADVISORS, LLC
ATARAXIA PARTNERS, LLC
EDWARD JONES
STRATEGIC ADVISERS LLC
LUNA CAPITAL MANAGEMENT, LLC
WELLS FARGO CLEARING SERVICES, LLC

Investors

WILLIAM ANTHONY ROSSITTO
KATHERINE ANN SIMMONDS
Jacob David Levy
Brieanna Rain Ford
MICHAEL JOHN MCCORMACK
Connor Lawrence McCormack
King tong Wong
David Lanshe
Benigno Gonzalez
NANCY M. MARTINEZ
RONA D. Stefani
SHIRLEY ANK WONG
NICHOLAS ANTHONY SUTTON
ALAN MARIUS MADRINAN NAGUIT
ANNIE CRONIN
EMMANUEL ABESAMES SANTOS
JASON ORCENA TIONGSON
Sven Geffken
Jason D Uchi
NOELLE OWENS
JANUARY K. JOHNSON
RONAN CALCETA GAUDARIO
DAVID NOORIEL NISSIM
JOSE BANDOQUILLO NAVARRO
JOHN REGINALD ROXAS
BRIAN CHONKIT LEI

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