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Best financial advisors in Stanford, CA

Registered advisers within 25 miles of Stanford, CA.

Offices
1,580
Firms
879
Combined AUM
$17.6T
Firm-wide filings, not assets booked only here
Clients
3.39M
3,389,009 clients when Item 5C has a number
Avg / client
$5.20M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
FRANK, RIMERMAN ADVISORS LLC
OCEANIQ CAPITAL, LLC
MAYA ADVISORS, INC.
OMEGA VENTURE PARTNERS
MORGAN STANLEY
PRUVEN MANAGEMENT COMPANY, LLC
INNOVATION ENDEAVORS MANAGEMENT COMPANY, LLC
INNOVATION ENDEAVORS IV ADVISERS LLC
INNOVATION ENDEAVORS III ADVISERS LLC
KHOSLA VENTURES, LLC
DCI FUND GP LLC
J.P. MORGAN SECURITIES LLC
CLEAR VENTURE MANAGEMENT, LLC
UPWEST LABS MANAGEMENT, LLC
LIGHTSPEED FACTION
ROCKEFELLER FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
GRIT VENTURES LLC

Investors

JOHNPAUL LONARDO
ADAM Jay GENSLER
PATRICK JOSEPH SULLIVAN
TSUN TAT WONG
Kai Chen
YING YING JING
Qianqian He
LAVINA NAGAR
Crispin Dale Hanshaw
RICHARD ROLAND FULTON
JESSICA C. LEE
LYN-JEN TSAI
LETICIA ONG
MARK NATHAN MAIZEL
LANCE A BUCKELDEE
JUSTIN ARTHUR YIP
JOANNA HO
Ashna Sharma
KATHLEEN E CARRION
Sarah Elizabeth Hipolito
Bryan Raymond Carp
Heather Wong
Thomas George Chandler Johnson
Peter Charles Wisowaty
Sigal R Barak
Riley V Tolles
THOMAS MARTIN MCCUE
MICHAEL WAYNE SOSNOW
SCOTT DOUGLAS RASH
JOHN WONG
KENNETH ANDREW MARCUS
VALERIE P CORRADINI
STEVEN CHRISTOPHER BONO
MUHAMMAD ATIF SIDDIQI
CHRISTINA YUNI
Christopher Phillips
RACHELLE ELAINE RUIZ
RIVKA MAROM FRANCO
CHAD C BELL
KHIET T HUYNH
BRIAN STEWART PENZEL
Nora Zele
TAYLOR LEE LAMBERT
HUI XU
HSIAO-YUN YANG
MATTHEW MICHAEL BARKER
DAVID PRICE ENEMARK
NIDA MEMON
Suna Yalaz-Angell
DANIELLE JESSICA ALDAMA
MATTHEW THOMAS CURTIS
STEVEN R EGGERS
LEE ROLAND SUNDSTROM
RICHARD ALAN CATIPON
Sophia Szeto
HILLARY S LINDBERG
CORINNE wong paraso
JONATHAN YOUNG
JONATHAN David SCHMIDT
Thach Q Nguyen
JEZZA Castro PIMENTEL
Shannon Marie Schatzman
Ryan G Meirose
Vanessa G Zapanta
Chih Chieh Lien
David William Finston
Gabriel De Oliveira
PHILIP L MOFFATT
Yaqiong Zhong
Maria Alejandra Bravo Murillo
Eric Lucero
Katelyn Pan
Tanvi Devarakonda
TERRY V MCKEE
KENNETH DAVID FRIEDMAN
DAVID DANIEL MUMFORD
HOLLY ANNE STOWELL
GREG EARL ROYSE
DANIEL WILLIAM MURPHY
WILLIAM ARTHUR MICHAELSEN
JEFFREY JON PHILLIPS
GREGORY D GAON
Richard Michael Boden
RUPESH SHAH
KYLE J MORGENROTH
ALEXANDER SCHNACK CURTIS
ROBERT KRISTOFER WOLFFE
MICHAEL J KRIGEL
NOAH J RUBIN
SARAH E DELANEY
Shuyang Feng
Proteek Biswas
Haotian Xie
AVERY BLAIR TULLY
LINDSAY E HUTTER
Nguyen S La
Michael L Zosky
LAURA ROSE BARBERIAN
STEPHEN JAY CLARKE
MARK THOMAS CURTIS
MICHAEL JAMES CORLEY
SANDRA NODA LANOIE
DAN LEE FLORES
CHRISTOPHER M JONES
Marco G Nocero
MARIANNA FREDERICK PAULS
Blake Romero
Christopher A Bracamonte
Joenah Norasing
Melissa Whitney
ERIC MARIO CASTILLO
Dino Marco Marraccini
Noah M White
Samuel A Maran
Tyler L Hogan
Cynthia Cougoule
BRIAN N TUCKER
Gloria Infante
Lindsay Ann Adamson
Michael H Anki
Monique Garduno
RICHARD JASON DUPONT
Swati G Seth
David Le
Todd Duncan
Sarah Freitas
Afarin Haidari-Kahkesh
Kevin William Yee
Harpreet K Dehar
Michelle Ovalle
Mark Beach
Anthony Custodio
Jose Anthony Ray Casarez
DAO NGUYEN
Vanessa A. Hubbard-Vargas
Aubrey Tarpley
Luke McIntyre
Katherine Ryan
Brett W Berry
YUBI LI
Nhi Nguyen
Carson TJ Schmick
WING YIN TERESA LEE
Chun Man Wong
Katherine Julia Latypov
Sonya Alee Brampton
TONY HAO-YI CHANG
JEAN C GANNON
ANDY LAM
VANESSA G. ANDERSON
HECTOR GARZA
JERRY KHAMNIVONG
MICHAEL JACINTH NGUYEN
TOM D NGUYEN

Within 25 miles of Stanford, CA, Best Investors lists 879 registered investment advisory firms with 1,580 offices nearby, managing about $17.6T in combined regulatory AUM across 3,389,009 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 Stanford

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