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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

LPL FINANCIAL LLC
LEGACY WEALTH MANAGEMENT, LLC
VR FUND MANAGEMENT, L.L.C
WESTWAVE CAPITAL LLC
PANDECT CATALYST FUND MANAGEMENT LLC
ADAP TAX FINANCIAL, INC.
BUCK WEALTH STRATEGIES, LLC
COMMONWEALTH FINANCIAL NETWORK
J.P. MORGAN SECURITIES LLC
SR ONE CAPITAL MANAGEMENT, LP
WNDRCO CAPITAL MANAGEMENT LLC
NEUBERGER BERMAN BD LLC
U.S. BANCORP ADVISORS, LLC
SANDRO WEALTH MANAGEMENT LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
INFINITY FINANCIAL SERVICES ADVISORY
WELLS FARGO CLEARING SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
ARCHETYPE MGMT, LLC

Investors

DANIEL BURKE BELTRAN
Sonja H. Kurhanewicz
Gregory Francis Crofton
KEVIN LYLE SHELTON
MICHAEL ROBERT MARTIN
ERIC PRESTON MARTIN
LILI HUANG
Lu Hao
Brian W. Krebs
Junior Castellanos
Zayd Addassi
Farshad Mashayekhi
Ran Bi
Varun Surapaneni
Sean Hinze
Blair Stuart Schmidt
Cheryl Lynn Bates Rhoades
Maxine Annapolen Drexler
Blaine Gregory Schmidt
David C Tateosian
LAWRENCE C MUI
John Zamboanga
DIANN REBECCA ROBINSON
Xiao Liu
Huayan Xiao
Vikas P Chonkria

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