Best Investors Account Sign in

Best financial advisors in Belvedere, CA

Registered advisers within 25 miles of Belvedere, CA.

Offices
2,267
Firms
1,445
Combined AUM
$31.8T
Firm-wide filings, not assets booked only here
Clients
3.72M
3,718,238 clients when Item 5C has a number
Avg / client
$8.55M
Combined AUM ÷ clients

Nearby offices

Firms

KHP CAPITAL PARTNERS, L.P.
APELLA WEALTH
UNITED CAPITAL FINANCIAL ADVISORS
BEACON POINTE ADVISORS, LLC
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
LPL FINANCIAL LLC
RISING CAPITAL INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
KINGSFORD CAPITAL MANAGEMENT, LLC
CAYMAN CAPITAL MANAGEMENT, INC.
SLW MANAGEMENT COMPANY
GREAT GABLE PARTNERS, LP
PANI BEKAERT PLUIM & CO. LLC
OGBORNE CAPITAL MANAGEMENT, LLC.
AMITY VENTURES
REGIS METRO ASSOCIATES, INC.
STOVELL AI SYSTEMS
VALLEY INVESTMENT MANAGEMENT, LLC
CETERA INVESTMENT ADVISERS LLC

Investors

FLAVIA PAULA KIRZ
JILL DORYCE HOLLANDER
BRIAN PON
CHARLES M HAYNOR
REID SHERMAN MILES
CHARLES COLLINS SOMMER
BRIAN FRACK
LESLEY ESTELLE CANNAN
JOHN MICHAEL BAXMAN
CHRISTOPHER C WHEATON
MONICA BLAIR MUNOZ
CRAIG BERNARD KELLER
River Zachary Galland
Austin Krewson
M. SCOT LANCE
Batkhuu Batjargal
Hedieh Gharib
DENNIS BRIAN NOSS
JOHN STEPHEN MANCUSO
JOSEPH CAHNG-MING TO
ADRIENNE A RADAKOVIC

Within 25 miles of Belvedere, CA, Best Investors lists 1,445 registered investment advisory firms with 2,267 offices nearby, managing about $31.8T in combined regulatory AUM across 3,718,238 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 Belvedere

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 8 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM