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Best financial advisors in San Gregorio, CA

Registered advisers within 25 miles of San Gregorio, CA.

Offices
1,369
Firms
822
Combined AUM
$17.6T
Firm-wide filings, not assets booked only here
Clients
3.38M
3,378,588 clients when Item 5C has a number
Avg / client
$5.20M
Combined AUM ÷ clients

Nearby offices

Firms

WHITESPACE FINANCIAL, LLC
GENIUS VENTURES
SCRIBBLE VENTURES MANAGEMENT, LLC
HANOVER (HNVR)
FISHER INVESTMENTS
DEFY PARTNERS MANAGEMENT, LLC
PANDECT BIOVENTURES MANAGEMENT, LLC
NANODIMENSION, INC.
REDPOINT VENTURES
BENCHMARK CAPITAL HOLDINGS
R136 VENTURES
HIGHTOWER ADVISORS, LLC
WELLS FARGO CLEARING SERVICES, LLC
CLUAIN-ERAIRD EQUITY INVESTORS, LLC
NEW ENTERPRISE ASSOCIATES
WESTERN TECHNOLOGY INVESTMENT (WTI)
ANDREESSEN HOROWITZ
G2VP, LLC
A16Z PERENNIAL MANAGEMENT, L.P.
CHANGE FORCES

Investors

DAVID ANGUS BLACKWOOD
NATHAN MICHAEL HALISKY
JAMES STEPHEN SMOLINSKI
BRIAN PHILIP KEPP
WARREN WOOHYUN CHO
KENT CHRISTOPHER ELLIS
Jessica Ann Nguyen
Wei Zhang
Sonia Bitar
GALLEN HO
AARON SCOTT ANDERSON
MICHAEL EUGENE FERGUSON
CHRIS LOUKAS STEPHENS
KENNETH PAUL SCHWEITZER
JARRED JEFFREY KRIZ
TOMMY A. ROMERO
DARRIN CIANCI
GALEN DONALDSON
SHAYAN SAERI
Isaiah Michael Wahlstrom
William Alec Moss
LINO GORDAN VALDIVIA
ANURAG CORAMUTLA
CHRIS F PARKER
MICHAEL EUGENE DEGGELMAN
KELLY SUZANNE JAMES
BRENNAN MICHAEL KURTELA

Within 25 miles of San Gregorio, CA, Best Investors lists 822 registered investment advisory firms with 1,369 offices nearby, managing about $17.6T in combined regulatory AUM across 3,378,588 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 Gregorio

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM