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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

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
TRANSMEDIA CAPITAL, LLC
DUNLAP EQUITY MANAGEMENT, LLC.
EMBARCADERO FINANCIAL GROUP
PARALLAX VOLATILITY ADVISERS, L.P.
SONEN CAPITAL LLC
TROOPER CAPITAL MANAGEMENT LLC
ONE CAPITAL MANAGEMENT, LLC
J.P. MORGAN SECURITIES LLC
ON INVESTMENT MANAGEMENT CO
LPL FINANCIAL LLC
PEBBLEBED MANAGEMENT, LLC
OPEN DOOR INVESTMENT MANAGEMENT LTD.
KUKUI TREE CAPITAL MANAGEMENT LLC
JSVK MANAGEMENT, LLC
BAPCD, INC.
FIAT LUX FINANCIAL PLANNING
CARBON REMOVAL PARTNERS (USA) LLC
LAVELLE CAPITAL
EQUIAM

Investors

LISA DENISE TUEMMLER
Jaime Patrice Zapata
Adrianna Gutierrez
Kathryn Sage Tuemmler
Lev L Mandel
CARTER WESLEY DUNLAP
Corey Douglas French
SEAN MCKEON
DANIEL VICTOR COZANO
Craig Valdes
Daniel Roland
Kristen L Curtis
Andrew Ciampa
Ryan Parry
Steven Moone
DAVID JOSHUA ROCKMAN
ROBERT JOHN ELDRED
WARREN GERALD JACKSON
KATHLEEN MELODY WILUSZ
SANJEEV RAO
BRIAN ALLEN PANTER
WYATT THOMAS MCGOVERN

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