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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

TRIATOMIC CAPITAL
LIGHT STREET CAPITAL MANAGEMENT, LLC
ICON MANAGEMENT ASSOCIATES VII, LLC
ONEPRIME CAPITAL
ICON MANAGEMENT ASSOCIATES V, LLC
ICON MANAGEMENT ASSOCIATES VI, LLC
ICON MANAGEMENT ASSOCIATES IV, LLC
NGP CAPITAL US, LLC
TRIANGLE PEAK PARTNERS, LP
FOCUS PARTNERS WEALTH, LLC
GROWTH STREET MANAGEMENT, LLC
49 PALMS VENTURES
SEARCH FUND PARTNERS
J.P. MORGAN SECURITIES LLC
AMPLIFY PARTNERS
MAGNETIC SUPER ANGEL FUND MANAGEMENT LLC
QUEST VENTURE PARTNERS
PARK AVENUE SECURITIES LLC
PEAR VENTURES MANAGEMENT, LLC

Investors

STEVEN DAVID KEIRN
Eric Joseph Berquist
GRANT CARVER
ROBERT JAMES EMENS
Justin Norsworthy Wiles
SARABPREET KAUR
JASWINDER PAL MEHRA
Lilly Zoltak
Roopali Cirillo
Wanda Wu
BRENT T CONWAY

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