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Best financial advisors in San Leandro, CA

Registered advisers within 25 miles of San Leandro, CA.

Offices
3,097
Firms
1,930
Combined AUM
$34.8T
Firm-wide filings, not assets booked only here
Clients
3.83M
3,826,305 clients when Item 5C has a number
Avg / client
$9.10M
Combined AUM ÷ clients

Nearby offices

Firms

GIVING TREE WEALTH ADVISORS
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
THE RETIREMENT PLANNING GROUP, LLC
BROOKER WEALTH MANAGEMENT
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EAGLE STRATEGIES LLC
INTEGRITY ALLIANCE, LLC.
FISHER & WIENS WEALTH MANAGEMENT, LLC
JERSIN FINANCIAL SERVICES
ANDREWS, LUCIA WEALTH MANAGEMENT LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PHILOSOPHY CAPITAL MANAGEMENT LLC
LODESTAR PRIVATE ASSET MANAGEMENT LLC

Investors

NICHOLAS VENTIMIGLIO
JOHN JUHAN KIM
ALEXIS A ZULUETA
DIANA R CHAN
JAY DORAISWAMI
SAMSON KAM LONG CHAN
NOLAN MITCHELL PARKER
SCOTT PATRICK KELLEY
Nathan Thomas Bennett
Donald Alan Ledoux
CODY CARL SMITH
Tyler Andrew Bailey
Daschel Elias Grammer
Neil Stewart Hunter-Smith
Keith Wayne Campbell
John Kelley Odea
Vanessa Louise Savage
Jeneen Sarah Slack
Kimberly Rose Damiani
Brendan Robert Noonan
Jay M Gilson
MICHAEL JAMES SCHOMAKER
Connor Joseph Merrigan
Robert Lee Avey
Kristin MacKay Sullivan
Aaron T Peabody
Jeffrey Daniel Lee
Jack Prescott Hollmeyer
Rachael Marie Kepke
Justin Patrick Ward
Rachel Kaylan Francis Hogarty
Samuel Hollan Benbow
Austin Tyler Muto
Cyril Mathew
Madison Jayne Underwood
Thomas Murray Kelly
Brianna Elizabeth Visalli
RONALD FRANCIS MACK
Christine Rose Cabras
Ani Abrahamson
DAVID ARTHUR DENISON
ROSA YESENIA HARNACK
James Stavros Louchis
ALVIN R. BARNETT
Sharon Ching Hua Lin
YUEN HAN LEE
Alice Larisa Wilms
Lovlean K Purewal
ROBERT ANTHONY JERSIN
BEAU MITCHEL FISHER
SCOTT JONATHAN LUCIA
Lazena D Kelly-Andrada
Jeffrey McCann
ANTHONY JOHN JURADO
JOSEPH WEBSTER HARRISON
JASON RILEY MCCOY
Amanda Mishaela Albright
KEVIN LEVERNE GRAY

Within 25 miles of San Leandro, CA, Best Investors lists 1,930 registered investment advisory firms with 3,097 offices nearby, managing about $34.8T in combined regulatory AUM across 3,826,305 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 Leandro

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