Best Investors Account Sign in

Best financial advisors in Saratoga, CA

Registered advisers within 25 miles of Saratoga, CA.

Offices
1,370
Firms
764
Combined AUM
$17.5T
Firm-wide filings, not assets booked only here
Clients
3.38M
3,380,145 clients when Item 5C has a number
Avg / client
$5.19M
Combined AUM ÷ clients

Nearby offices

Firms

GRADIENT CAPITAL MANAGEMENT LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
SARATOGA RESEARCH & INVESTMENT MANAGEMENT
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
J.P. MORGAN SECURITIES LLC
EDWARD JONES
POMERIUM CAPITAL MANAGEMENT, LLC
AGATA INVESTMENTS LLC
EVLA HILLS EQUITY SERVICES LLC
CITIGROUP GLOBAL MARKETS INC.
SINGULAR MANAGEMENT COMPANY LLC
CENTAURUS FINANCIAL, INC.
SUVAN VENTURES LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
TRANSAMERICA FINANCIAL ADVISORS, LLC

Investors

PHILIP NORMAN MILLS
KEVIN PETER TANNER
SHOICHI ADAM SATO
MARC COOK CROSBY
MATTHEW DANIEL CASAS
Tierney Leigh-McClenahan Bosset
Matthew Tyler Keating
Andrew Joseph Early
JAMES HAROLD TANNER
PHILIP ALBERT SPENCER
MATHEW EDWARD SPENCER
TRACEY ALDEN DEVINE
JOSEPH HOWARD POLLARD
MARK LEE MCCLENAHAN
ROBERT LEE MENG
Jared Zhu
ERICA WENJUN WU
TingTing Zhao
Lucy McGuire
Jennifer C Cardoza
RAKESH GUPTA
Ying Sun
Chi Yu Lu
CELINE XIAOLIN CHEN
Glynis A. Wineinger
Khuong Tran
JOHN MICHAEL STEPHENS
Ping He
TSANKUEN WANG
Hui Yao Stacy Lu
YUEZUE JOANNA Price
YUH-JIUN CHEN
Frank A Gomez
Eugene Mendoza
NAVDEEP SINGH BRAR
Mark E. Manasco
DAVID CRUZ CASTELLANOS

Within 25 miles of Saratoga, CA, Best Investors lists 764 registered investment advisory firms with 1,370 offices nearby, managing about $17.5T in combined regulatory AUM across 3,380,145 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 Saratoga

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