Advisor directory / California
Financial advisors in Pleasanton, CA
209 active registered advisors in Pleasanton, CA — part of 33,711 across California.
The largest firms in Pleasanton
Ranked by the assets they manage.
- Blackrock Fund Advisors
- T. Rowe Price Associates, Inc.
- Morgan Stanley
- Merrill Lynch, Pierce, Fenner & Smith Incorporated
- Strategic Advisers LLC
- Captrust
- Pgim, Inc.
- Dimensional Fund Advisors LP
- Edward Jones
- UBS Financial Services Inc.
- LPL Financial LLC
- Alliancebernstein L.P.
Advisors on file
- Adam Joshua SadowyWells Fargo Advisors · Pleasanton
- Ai Leng GohWells Fargo Advisors · Pleasanton
- Alex KupermanCharles Schwab & CO., Inc. · Pleasanton
- Alexander Rollen Edward DayEquitable Advisors, LLC · Pleasanton
- Alfred Brian PasaoaWells Fargo Advisors · Pleasanton
- Allan Magnaye AlcaydeLPL Financial LLC · Pleasanton
- Allen Francis LipscombAmeriprise Financial Services, LLC · Pleasanton
- Allison Lynn BordeauxMorgan Stanley · Pleasanton
- Amber Tamara L NguyenMerrill Lynch, Pierce, Fenner & Smith Incorporated · Pleasanton
- Ankit M ShahMariner · Pleasanton
- Anthony M RicardoMerrill Lynch, Pierce, Fenner & Smith Incorporated · Pleasanton
- Anthony Rocco GiulianoOsaic Wealth, Inc. · Pleasanton
- Antonio AccardoMML Investors Services, LLC · Pleasanton
- Audrey Denise GlafkidesMirador Capital Partners · Pleasanton
- August BermanMorgan Stanley · Pleasanton
- Barbara Chie LeonTransamerica Financial Advisors, LLC · Pleasanton
- Berenice RobanteCharles Schwab & CO., Inc. · Pleasanton
- Blaine Gregory SchmidtU.S. Bancorp Advisors, LLC · Pleasanton
- Blair Stuart SchmidtU.S. Bancorp Advisors, LLC · Pleasanton
- Blake HarmerAmeriprise Financial Services, LLC · Pleasanton
Research the advisor and the investments
Source: SEC Investment Adviser Public Disclosure.
Compare firms and investments · Research fund alternatives · Understanding advisors · Advisor costs · Choosing an advisor.