Advisor directory / California

Financial advisors in Soquel, CA

9 active registered advisors in Soquel, CA — part of 33,711 across California.

The largest firms in Soquel

Ranked by the assets they manage.

Blackrock Fund Advisors7 advisors · $4.3T
T. Rowe Price Associates, Inc.17 advisors · $2.2T
Morgan Stanley3,423 advisors · $2.0T
Merrill Lynch, Pierce, Fenner & Smith Incorporated2,972 advisors · $1.8T
Strategic Advisers LLC1,546 advisors · $1.4T
Captrust35 advisors · $1.2T
Pgim, Inc.1 advisor · $1.1T
Dimensional Fund Advisors LP5 advisors · $1.0T
Edward Jones1,153 advisors · $1.0T
UBS Financial Services Inc.1,216 advisors · $916B
LPL Financial LLC3,179 advisors · $819B
Alliancebernstein L.P.59 advisors · $763B

Advisors on file

Alan Richard GaleEdward Jones · Soquel
Daniel Eduardo HernandezCharles Schwab & CO., Inc. · Soquel
Eduardo ValeroCharles Schwab & CO., Inc. · Soquel
Eli C PaoCharles Schwab & CO., Inc. · Soquel
Jacob Trent YoungOsaic Wealth, Inc. · Soquel
Lauren Ann StitelerCharles Schwab & CO., Inc. · Soquel
Mark Alan GerberOsaic Wealth, Inc. · Soquel
Matthew Carlos LopezOsaic Wealth, Inc. · Soquel
Michael Philip JordanLincoln Investment · Soquel

Research the advisor and the investments

Source: SEC Investment Adviser Public Disclosure.

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