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Best financial advisors in Sunol, CA

Registered advisers within 25 miles of Sunol, CA.

Offices
1,572
Firms
833
Combined AUM
$19.0T
Firm-wide filings, not assets booked only here
Clients
3.40M
3,400,208 clients when Item 5C has a number
Avg / client
$5.60M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
FOURTH REALM LLC
FIVE STONE CAPITAL, LLC
PRUDENT PROSPERA PLANNING, INC.
CETERA INVESTMENT ADVISERS LLC
U.S. BANCORP ADVISORS, LLC
OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
BEYOND FINANCIAL SERVICES
PANDECT CATALYST FUND MANAGEMENT LLC
ADAP TAX FINANCIAL, INC.
BUCK WEALTH STRATEGIES, LLC
DEJARNATT, PAUL E
LPL FINANCIAL LLC
LEGACY WEALTH MANAGEMENT, LLC
J.P. MORGAN SECURITIES LLC
CONTINUUM ADVISORY, LLC

Investors

Yvonne M Flores
Zubair Ahmad Hakimi
QIUWEN XIA
ATUL C DUBAL
JONATHAN CHARLES ILLIG
HOWARD COREY HERTZ
Gregory Erich Schmidt
DON WILLNER
VIVIAN YU RONG CHU
KEVIN DON NUSS
Daniel James Zachary
Ka Ki Kenneth Leung
Gregory Francis Crofton
KEVIN LYLE SHELTON
LAWRENCE C MUI
PAUL EDWARD DEJARNATT
DANIEL BURKE BELTRAN
Sonja H. Kurhanewicz
LILI HUANG
Lu Hao
Brian W. Krebs
Daniel Copenhagen
Blair Stuart Schmidt
Cheryl Lynn Bates Rhoades
Maxine Annapolen Drexler
Blaine Gregory Schmidt

Within 25 miles of Sunol, CA, Best Investors lists 833 registered investment advisory firms with 1,572 offices nearby, managing about $19.0T in combined regulatory AUM across 3,400,208 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 Sunol

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 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM