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Best financial advisors in San Francisco, CA

Registered advisers within 25 miles of San Francisco, CA.

Offices
2,858
Firms
1,758
Combined AUM
$35.5T
Firm-wide filings, not assets booked only here
Clients
3.74M
3,736,253 clients when Item 5C has a number
Avg / client
$9.51M
Combined AUM ÷ clients

Nearby offices

Firms

YES VC MANAGEMENT COMPANY, LLC
FOOTBRIDGE PARTNERS, LLC
LPL FINANCIAL LLC
INCLUDE VENTURE PARTNERS MANAGEMENT, LLC
MJG CAPITAL MANAGEMENT, LLC
INCLUDE VENTURE PARTNERS, LLC
ANAGRAM ASSET MANAGEMENT, LLC
GALILEO FUND I GP LLC
VOYA FINANCIAL ADVISORS, INC.
HEAVYBIT, LLC
NFX CAPITAL MANAGEMENT, LLC
MISCHIEF CAPITAL MANAGEMENT, LLC
KAUL CAPITAL MANAGEMENT, LLC
INSPIRATION VENTURE PARTNERS
43 MANAGEMENT LLC
ROSENBLUM SILVERMAN SUTTON SF INC
ATLAS PEAK CAPITAL
X/SEED CAPITAL
BE BETTER TOMORROW, LLC
BV MGMT, LLC

Investors

CHRISTOPHER MILES CARTER
MATTHEW CREIGHTON SMITH
MICHAEL WADE
MATTHEW AARON ACIE
JOEL DANIEL STILWELL
HOLGER NMN BERNDT
Sherry Chan Karlsson
CHARLES THOMSON ANGLE

Within 25 miles of San Francisco, CA, Best Investors lists 1,758 registered investment advisory firms with 2,858 offices nearby, managing about $35.5T in combined regulatory AUM across 3,736,253 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 Francisco

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 CAPTRUST 963 advisers $1.24T AUM 8 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM