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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

TIGER & BULLDOG MANAGEMENT, LLC
ELEFUND MANAGEMENT COMPANY, LLC
ALPHASKEW MC, LLC
SURE VENTURES
MORGAN STANLEY
NOOSPHERE VENTURES MANAGEMENT COMPANY, LLC
EL CAMINO GLOBAL CAPITAL, LLC
WEALTH ARCHITECTS, LLC
AP INVESTMENT MANAGEMENT
NIMBLE VENTURE STUDIO LLC
OSAIC ADVISORY SERVICES, LLC
J.P. MORGAN SECURITIES LLC
DISRUPTIVESECULARGROWTH CORPORATION
EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
CERITY PARTNERS LLC

Investors

Quyen Huu Nguyen
Adam Brandon Pasco
Sameer Kalra
MARLINA KARTAWINATA
LIN WU
YNHU V DONG
Areeba Abdullah
DAVID JAMES KNUDSEN
James S Morimoto
MARK RICHARD GORDON
Jessica Ng
LILLIAN GRACE SWENSON
Justin Philip Mazzon
TYLER JUSTIN SCOTT
AMY ELIZABETH CONO
IRIS SZE-WAI NGUYEN
CHRISTOPHER JOHN MISSIRLIAN
JACQUELINE LARES
Wai Fung Tang
Alexis Marriott
MARK THOMAS JOHNSEN
PATRICK NEAL PHILLIPS
Peter Chen Trinh
Samuel Koji Mitsui-Reyes
Charles Duc Huy Tran
RYAN PATRICK KOLSTAD
ANITHAH NEELAKANDA-PILLAI
Alena Povarova
Jose Alberto Villalobos
Sri Lakshman Palasamudram
Lucy McGuire
Jennifer C Cardoza
NILOUFAR SATTARY
HERBERT WU
Swastik Singh
MANYA BHUTANI
TingTing Zhao
Madalina Loredana Andrei
CHRISTINE MARIE OPITZ

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