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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

SCHWAB WEALTH ADVISORY, INC.
ROKR CAPITAL MANAGEMENT LLC
ORSO PARTNERS, LP
ALPHA SOLUTIONS INVESTMENT ADVISORS
EDWARD JONES
BANYAN ALPHA INVESTMENT L.P.
SAXON SECURITIES LLC
PREMISE VENTURE PARTNERS, LLC
SPRUCE CAPITAL PARTNERS
MENTA CAPITAL LLC
SOUTH BAY PARTNERS LLC
LPL FINANCIAL LLC
DISRUPTIVESECULARGROWTH CORPORATION
THE GOLDEN BIRD CAPITAL MANAGEMENT LLC
NEEV FINANCE
WELLS FARGO CLEARING SERVICES, LLC
ATINC, LLC
MAGNUM TECH PARTNERS, LLC

Investors

Kalyani Chandra
ROBERT NORMAN MOSES
ANTHONY T SAM
Nathalie Botros Lai
Jordan Baley Sam
Kelly Ann Cunningham
NED FRANCIS LUCIA
WILLIAM ANTHONY ROSSITTO
Sri Lakshman Palasamudram
WILSON KWOK
CHRISTIAN BARRON LOPEZ
JOSE BANDOQUILLO NAVARRO
RAKAN FARES SAWALHA

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