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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

GREEN OCEAN GLOBAL ADVISORS LLC
TRIAXIOM CAPITAL, LLC
JOHN FRIEDMAN FINANCIAL
FOCUS PARTNERS WEALTH, LLC
TITLEIST ASSET MANAGEMENT, LLC
SOFTTECH VC INC.
UNCORK CAPITAL
MORGAN STANLEY
CHARLES SCHWAB & CO., INC.
CETERA INVESTMENT ADVISERS LLC
EAGLE STRATEGIES LLC
J.P. MORGAN SECURITIES LLC
HOMETEAM VENTURES MANAGEMENT, LLC
DFJ DRAGON
DNX VENTURES
DNX VENTURES
DRAPERDRAGON MANAGEMENT, LLC
DRAPERDRAGON MANAGEMENT COMPANY II, LLC
BOOST VC MANAGEMENT COMPANY, LLC
DRAPER MANAGEMENT COMPANY, LLC

Investors

JOHN MCNERTNEY
Noa Veronica Hoffman
Jacob Schwartz
MARK ALLAN MOBERG
Ryan Rogan Ahrens
MATHEW WAYNE LEE
JOHN FRIEDMAN
EMMANUEL ROMASANTA
CHRISTIAN ANDREW AMSBERRY
Blake Van Grouw
Eric Daniel Lee
Sophia Wu
TRI D NGUYEN
JASON PAUL CORDA
Cedric Zhou
EMILY Ryan GERA
ALWIN A WEIBEZAHN RODRIGUEZ
Bradley P Jerome
Jeffrey Y Liang
RODD LEE
JOSEPH A KNEBEL
Abraham M Meza
JARROD LEE DILL
Ka Ho Ngai
Richard Daniel Scarpitti
Huizhen Wu
Scott James Martinez
Xiao Lu Jiang
Qiaoyi Yu
JOSEPH EDWARD MCKISSACK
GULNEER S SARANG
DEREK H BYSTROM
Kevin Christian Maas
Berenice Robante
HUINI LI
Hannah Beatriz Amy Young
Mitchell Dean Bertonneau
Russell Alexander Lin
WINNIE GUO
Isaac Damien Cowen
ALEX KUPERMAN
Grant Robert Johnson
Sneha Dhar Karihaloo
STEVEN CLINT GEE
THOMAS MANNING
Kin Hung Chan

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