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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

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE FARM INVESTMENT MANAGEMENT CORP.
E. DEMMLER AND ASSOCIATES
LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
OSAIC WEALTH, INC.
BAPCD, INC.
BROOKER WEALTH MANAGEMENT
LINCOLN INVESTMENT
EDWARD JONES

Investors

Chih Han Goh
DARA MAY CHAN
TODD D ANGLIN
EUGENE CHARLES DEMMLER
ROOSEVELT KIRK
CRAIG JESSE ROSENBLATT
JESSICA KOCZUR TUFTE
Julie Sumiki
SHERWIN HENRY COLEMAN
JULIE HUE LA
JESSICA LYNN HUGHES
HECTOR FRANK SIQUEIROS
Sandra Ivonne Gonzalez Vargas
FEI KUO CHIANG
GREGORY JOHN HANNAH
MILTON BOYD
RAKAN FARES SAWALHA
ANDREW MICHAEL NEVIN
Kevin Yee
SCOTT PATRICK KELLEY
DIANNE YEUK-HA WOON
HERA TONG GUTIERREZ
Dominic James McKenna

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