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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

INNOVATION GLOBAL ADVISORS, LLC
REMEDIOS FINANCIAL PLANNING
PONTE INVESTMENT MANAGEMENT LLC
VIOLIN EQUITY LLC
DBA TANA INVESTMENT ADVISORS
SAND HILL GLOBAL ADVISORS, LLC
HSBC SECURITIES (USA) INC.
RAYMOND JAMES & ASSOCIATES, INC.
FRANK, RIMERMAN ADVISORS LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
BRAIN TRUST MANAGEMENT
ABUNDANCE ADVISERS
CETERA INVESTMENT ADVISERS LLC
CHOU CAPITAL MANAGEMENT, LLC
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIPPLE VENTURE CAPITAL LLC

Investors

CHRISTINE GARCEAU REMEDIOS
JEFFREY LOUIS ABADIE
MEGHAN DEGROOT DATERS
Jimmy Ka Ching Chow
Cheng Aik Ong
FABIO NUNES
Adam S Lawlor
Kyle Douglas Baker
Andrew Mo
SHAILESH SACHDEVA
JOHN T. CAVENDER
BRIAN MATTHEW KREISCHER
AZEB GESSESSE CLARK
DAVEN SAMAMITTRAN SHARMA
PAUL ALAN BRATRUDE
VIC LEUNG
Demetrios John Zarefakis
Mei Xie

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