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Best financial advisors in Mountain View, HI

Registered advisers within 25 miles of Mountain View, HI.

Offices
20
Firms
10
Combined AUM
$6.72T
Firm-wide filings, not assets booked only here
Clients
841K
841,001 clients when Item 5C has a number
Avg / client
$7.99M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EDWARD JONES
PEAK PLANNING GROUP, LLC
LPL FINANCIAL LLC
DFG INVESTMENTS AND TAX LLC
MORGAN STANLEY
COMMONWEALTH FINANCIAL NETWORK
CETERA INVESTMENT ADVISERS LLC

Investors

CLAIRE DE RIVERA JUSTO
ERIC FUTOSHI FUJIMOTO
JOYCE SACHIKO SATO
SANDRA HARUE TOKUUKE
JONATHAN D COUNTESS
KAPENA KAUMUALII LUM
JUSTIN THYME TAKEDA
ARTHUR KENGO MIHO
Roberto Valencia
Boaz Bok See Yung
Kate Wong
IRIS HISAKO KUWAYE
DAVID LEE HALL
BARRY KAU YANG MARK
JILL MARIE MARK
MICHAEL FUK HUNG CHANG
MICHELLE MOANA VICTORINE
Elyse Fumie Robinson
Zachary Charles Debauche
Tara Christine Rowlette
Dawn Julie De Coito
Keith Gardner Marrack
Zachary Keli'i Pacleb
BARRY DEAN JENSEN
Austin William Dante
ROXANNE MAE DANTE
DWAYNE TSUKASA MUKAI
DAVID YUKIO OMURA
Grant Koichi Omura
STACEY ANN WILLIAMS
ROBERT MITSUO WILLIAMS
MILES KAZUHISA NAGATO
PAUL SOO YONG MOON
Jonathan Sharp

Within 25 miles of Mountain View, HI, Best Investors lists 10 registered investment advisory firms with 20 offices nearby, managing about $6.72T in combined regulatory AUM across 841,001 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 Mountain View

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 8 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM