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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

INTEGRAL FINANCIAL LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
HIDDEN POINT CAPITAL, LLC
EDWARD JONES
J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
FUTURE WEALTH LLC
THE TILTED FUNDS GROUP, LLC
MORGAN STANLEY
STATE FARM INVESTMENT MANAGEMENT CORP.
EQUITY ADVISORS, LLC
ASL FINANCIAL, LLC
ORCHARD CITY WEALTH MANAGEMENT, LLC
CHINESE ABRAHAM INVESTMENT ADVISORS LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
PRUNEYARD FINANCIAL GROUP, INC.

Investors

WEIMING HO
CHARLES ELLIOTT
CHRIS PATRICK MCCRARY
Susan M Bergstrom
Todd Matthew Bergstrom
BALASUBRAMANYAM KARANAM
MENG ZHANG
Gary Yung
Linda Ma
DAVID LIN
Yi Hung Daphne Chan
Ka Eun Lee
Sara Alaei
JAYWANT SRIVATSA
ADAM MCCUNE MCAFEE
KAREN JEAN LANDRY
ERIK JAMES JUE
ESTHER C TENG
Whitney Catherine Corbett Rohrer
HO YU Emily LIU
Xianzheng Zhong
Yujin Zheng
LIN YAN
Andrew Everett Bettisworth
ANGELA R. MENDE
ZVART POTOUKIAN
CHARLES E PICKETT
JASON ALVIN DEGROODT
ARDESHIR TOUSSI
ADAM ALEXANDER ANDERSON
JUDY HONG FANG
SUSAN PI-HSIA HUANG-CRAMER
GRACE JIE FENG MA
ANNA WU
Jessica Ka-Ling Yiu
CALVIN TATKWAN WATT
JOSEPH FRANCIS KEENAN
KEN ROSENBERG
JEREMY THOMAS BELNAS
LAM KWOK
YING MEI
FULTON Y CHANG
DOUGLAS CHARLES GILLILAND
JESSICA WEN-QIAN CHANG
MATTHEW EDWARD PARK
XI WANG
RYAN TAKEO KANETOKU
Lilianna T Watt
VINCENT KAFU YIP
KAREN H ZHU
Catherine M Shen
Qizhen Xie
Yupeng Yang
Zipeng Zheng
YANYIN YU
Jeremy Grant Hsia
Diane Joan Baer
Allison A Lee
Eric Zhang
Brian Shih
DEWI H HARTONO
GREG D EDGAR
FRANK FEIPANG AUYEUNG
ERIKA MARLENA TONGES
JULIA JIUYAN LI
HONGMIN LU
STEVEN DO
Debby L Kurniawati
RIVER LI
Kristina Kashuba
HAOYI LUO
DAYNA A. SUMIYOSHI
GEORGE DONALD BETTISWORTH
ANNA DEMARCUS
JASON ALEXANDER DEPRIEST GRAY
LAURA AUBREY PETERSON
James Ronald Morris
RENEE MAURINE SNOW
ETHAN PEPPER
Thomas R Boscardin
Russell Thomas Case
WILLIAM FUNG
Preeti Sehgal
CINDY SHU-WAY SHI
FIERA NURBAYANI BREIN
JOHN DANIEL MASEGIAN

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