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Best financial advisors in San Lorenzo, CA

Registered advisers within 25 miles of San Lorenzo, CA.

Offices
3,062
Firms
1,869
Combined AUM
$34.3T
Firm-wide filings, not assets booked only here
Clients
3.80M
3,804,787 clients when Item 5C has a number
Avg / client
$9.01M
Combined AUM ÷ clients

Nearby offices

Firms

BLUEPRINT INVESTMENTS AND TAX PLANNING
PFS INVESTMENTS INC.
J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
MML INVESTORS SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC WEALTH, INC.
MWA FINANCIAL SERVICES INC.
EDWARD JONES
ALLSTATE FINANCIAL ADVISORS, LLC
LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
U.S. BANCORP ADVISORS, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Investors

RAUL TERUO LEON
AURORA HEITMAN
Rodolfo Ornelas
Courtney Fisher
DAVID SAMUEL GRODIN
Justin Solo
Bobbie Zerby
Gregory H. Van Ess
Byron D Covington
ERIC FISHER GROSS
MINJOO LEE
JEFFREY TAN SINFUEGO
MARLON ERNESTO VILLAVICENCIO
Ji Sung Chung
Yongsheng Jiang
Steven K. Ng
TIMOTHY JAMES RICH
KEITH MERWIN OSLIE
NONA PARMELEE BELOUS
RENA TERESE MAY
Hok In Un
Chun Kit Lee
LULU XIONG
ELLEN NGUYEN
Alfredo Banuelos
Steven Moone
Herman Yang
Grace Campbell
Rosalyn Antonio
BRUCE ALLEN GEKKO
EDWARD BENJAMIN HARRIS
PATRICK John PHILLIPS
MOHAMMAD ASIF SHAMS
TAMMY TERRI LAU
RICKY SIU
RICKY TRIEU LUONG
Alice Huang
PUIWAH YU
ANJUNA MANEL-SINGH
THOMAS JOSEPH NOHR
MAXWELL COLBY NOHR

Within 25 miles of San Lorenzo, CA, Best Investors lists 1,869 registered investment advisory firms with 3,062 offices nearby, managing about $34.3T in combined regulatory AUM across 3,804,787 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 Lorenzo

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