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Best financial advisors in South San Francisco, CA

Registered advisers within 25 miles of South San Francisco, CA.

Offices
2,476
Firms
1,698
Combined AUM
$32.4T
Firm-wide filings, not assets booked only here
Clients
3.53M
3,528,402 clients when Item 5C has a number
Avg / client
$9.19M
Combined AUM ÷ clients

Nearby offices

Firms

STARPORT CAPITAL MANAGEMENT, LLC
CERVIN VENTURES MANAGEMENT, LLC
SEAFARER CAPITAL PARTNERS, LLC
GILMARTIN CAPITAL LLC
WEST HALL CAPITAL PARTNERS LLC
MAVEN EQUITY PARTNERS, LLC
TRIAVERA CAPITAL LLC
GREENSTONE PARTNERS, LLC
COGITAS CAPITAL MANAGEMENT LLC
KERN CAPITAL
CROWN ADVISORS MANAGEMENT, INC.
FARTHER
TWENTY TWO VENTURES, L.L.C.
WARM SPRINGS ADVISORS INC.
AMERICAN PACIFIC GROUP
ROSS CREEK CAPITAL MANAGEMENT, LLC
MIRADOR CAPITAL PARTNERS
WEALTHSPIRE ADVISORS
INTEGRATED ADVISORS NETWORK LLC
LONGVIEW INVESTMENT MANAGEMENT

Investors

JONATHAN DAVID LEIDY
DAVID JOSEPH TARANTINO
PHILIP ROESING RICE
DANIEL BUNTIN MURRAY
COLIN BREUVART DRAKE
LESLIE HULL MILLER
KARL KING HOAGLAND

Within 25 miles of South San Francisco, CA, Best Investors lists 1,698 registered investment advisory firms with 2,476 offices nearby, managing about $32.4T in combined regulatory AUM across 3,528,402 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 South San Francisco

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 8 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM