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Best financial advisors in San Carlos, CA

Registered advisers within 25 miles of San Carlos, CA.

Offices
2,757
Firms
1,705
Combined AUM
$32.0T
Firm-wide filings, not assets booked only here
Clients
3.60M
3,604,082 clients when Item 5C has a number
Avg / client
$8.89M
Combined AUM ÷ clients

Nearby offices

Firms

EMBRACE VENTURES, LLC
OSAIC WEALTH, INC.
MA PRIVATE WEALTH, LLC
PROPEL VENTURE PARTNERS MANAGEMENT CO.
WELLS FARGO CLEARING SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CITIGROUP GLOBAL MARKETS INC.
HUSTLE FUND MANAGEMENT, LLC
U.S. BANCORP ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
LPL FINANCIAL LLC
ABACUS WEALTH PARTNERS
EDWARD JONES
WCEP MANAGEMENT LLC
SCALE-UP VC II GP, INC.

Investors

BASSEL FUAD MANSOUR
Mallory Nichole Davis
VIJAY C PATEL
MARTIN SCOTT MILLER
BRIAN CURTIS FERRIN
ERICA LYNN ARROYO
DANIEL LEDER
ADDIE CHAN
YUYING LEI
Jizi Gu
STEVEN MITCHELL KOURY
Elaine Yefun Lee
Gilbert Chavez Melgoza
Vicky Wong
Wendell Eric Graham
Michelle Xiaozhen Liu
NICOLE RAQUEL GRANATO
THOMAS ACHILLE CORTOPASSI
KEVIN SCOTT HATCH
MATTHEW JOHN RIVERA
Travis Benjamin
JONATHAN NORIEGA
ROBERT DUFFY TRACY
Sirinee Tippakorn
Veronique T Hsu
GAVIN Y LAM
JINGYAO LI
Jace Garcia Dela Vega
Derek Peter Bouskos

Within 25 miles of San Carlos, CA, Best Investors lists 1,705 registered investment advisory firms with 2,757 offices nearby, managing about $32.0T in combined regulatory AUM across 3,604,082 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 Carlos

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