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Best financial advisors in Santa Clara, CA

Registered advisers within 25 miles of Santa Clara, CA.

Offices
1,452
Firms
806
Combined AUM
$18.0T
Firm-wide filings, not assets booked only here
Clients
3.41M
3,410,630 clients when Item 5C has a number
Avg / client
$5.28M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
J.P. MORGAN SECURITIES LLC
COVE
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
ALTURA WEALTH ADVISORS INC.
SILICON VALLEY FUTURE ACADEMY, LLC
CLARITY WEALTH ADVISORS
THRIVENT INVESTMENT MANAGEMENT INC.
COMMONWEALTH FINANCIAL NETWORK
BEACON POINTE ADVISORS, LLC
CHARLES SCHWAB & CO., INC.
TTP INVESTMENTS, INC.

Investors

DENNIS CHRISTOPHER QUAN
ALEXANDRA MARIA ANDERSON
Tanner McKendrick Kohl
Steven John Duffy
PETER LIND SIGNOR
Syed Ali
MAULUDIN GHAFARI
Salah A Saleh
James Robert Rukstalis
Arslan B Bahler
Gage L Campbell
Peter Bradshaw
Timothy Scott Decker
PARVIN NMN MANUCHEHRI
MILIND PINAK DALAL
Timothy Kang
MARK DONALD GRONERT
MICHAEL DAVID GLANTZ
Erik Peterson
WAYNE MELVIN PETERSON
Rebekah Ann Frank
XIOMARA MARIBEL VIELMAN
THOMAS MARK SELBO
YEA BIN LEE
Genesis Renteria
Andrew Elias Jimenez
ERICK ZHINAN LIU
CHRISTOPHER MICHAEL GENETTI
HANYU ZHAO
Yanming Lin
HARRIS WAYNE WILLNER
Peter M Ta
HARRISON CLAY WILLNER

Within 25 miles of Santa Clara, CA, Best Investors lists 806 registered investment advisory firms with 1,452 offices nearby, managing about $18.0T in combined regulatory AUM across 3,410,630 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 Santa Clara

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM