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Best financial advisors in Sunnyvale, TX

Registered advisers within 25 miles of Sunnyvale, TX.

Offices
1,656
Firms
877
Combined AUM
$21.0T
Firm-wide filings, not assets booked only here
Clients
41.6M
41,568,082 clients when Item 5C has a number
Avg / client
$506.3K
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
ADVISOR RESOURCE COUNCIL
WELLS FARGO CLEARING SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J.P. MORGAN SECURITIES LLC
TRUIST ADVISORY SERVICES, INC.
PFS INVESTMENTS INC.

Investors

Michael Jay Taysom
LINDSAY CAMPIONE
Salman Tejani
Mathew Edward Singleton
MICHAEL SHAWN DANTER
Matthew Allen Taylor
Clint A Edsall
LISA LINDA ALLEN
JAMES ALBERT WADE
BRADLEY MARK WEDDLE
NAOMI NICOLE RHODES
PAOLA CAROLINA PACHECO
IMELDA BANDA
Giovanny Olvera
Deysi Arely Torres Garcia
Danny Alejandro Pena Rauda
Phillip Neal Smith
Loren-Dean Alan Mims
Kyle Roehrig
Luis Ramos
Michael Derek Bryant
Ryan Clifford Adams
RANDOLPH SAMUEL BALCH
Mario Guillermo Ayala
JUAN CARLOS VANEGAS
Larry Leander Allen
Gerald Ray Blakely
Austin A McAvoy
DIANA F FARRAR

Within 25 miles of Sunnyvale, TX, Best Investors lists 877 registered investment advisory firms with 1,656 offices nearby, managing about $21.0T in combined regulatory AUM across 41,568,082 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 Sunnyvale

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 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM