Best Financial Advisors in Union City, CA

Within 25 miles of Union City, CA, Best Investors lists 1,692 registered investment advisory firms with 2,943 offices nearby, managing about $34.1T in combined regulatory AUM across 3,615,662 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 Union City

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 CAPTRUST 963 advisers $1.24T AUM 8 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM

Best financial advisors in Union City, CA

Nearby offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

WELLS FARGO CLEARING SERVICES, LLC

J.P. MORGAN SECURITIES LLC

LPL FINANCIAL LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

OPEN FAMILY OFFICE (OFO) WEALTH MANAGEMENT LLC

CETERA INVESTMENT ADVISERS LLC

SCHWAB WEALTH ADVISORY, INC.

WELLS FARGO CLEARING SERVICES, LLC

NEEV FINANCE

ROKR CAPITAL MANAGEMENT LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

LPL FINANCIAL LLC

OSAIC INSTITUTIONS, INC.

ONEAMERICA SECURITIES, INC.

WELLS FARGO CLEARING SERVICES, LLC

LPL FINANCIAL LLC

CETERA INVESTMENT ADVISERS LLC

J.P. MORGAN SECURITIES LLC

MONTREUX EQUITY PARTNERS

Firms

Investors

Largest firms in Union City