Best Investors Account Sign in

Best financial advisors in Black Point, CA

Registered advisers within 25 miles of Black Point, CA.

Offices
1,499
Firms
983
Combined AUM
$29.8T
Firm-wide filings, not assets booked only here
Clients
3.44M
3,441,230 clients when Item 5C has a number
Avg / client
$8.66M
Combined AUM ÷ clients

Nearby offices

Firms

ELLE CAPITAL FUND INVESTMENT MANAGER LP
VOLEON CAPITAL MANAGEMENT LP
HONTE ADVISORS LLC
CITIGROUP GLOBAL MARKETS INC.
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Z21 VENTURES MANAGEMENT COMPANY, LLC
STRATEGIC ADVISERS LLC
BSF II GP, LLC
BERKELEY SKYDECK FUND I GP, LLC
BSF OPPORTUNITY FUND I GP, LLC
EP WEALTH ADVISORS
J.P. MORGAN SECURITIES LLC
EMPOWERING FINANCIAL
STATE FARM INVESTMENT MANAGEMENT CORP.
SCHELLING POINT PARTNERS

Investors

DARREN SCOTT TAGGART
Mark Lawrence Hortizuela Cortez
Sebastien Tomescu
EMMANUEL PABLO
Yahweh Khao Sok
ASHLEY COONS
HAMED RASHIDPOUR
NICHOLAS RYAN WILSON
MICHELLE TANG
DIANA ESPINOZA
NICHOLAS A KLARMAN
KARA Y CHAN
MAYA BAXTER
TASHINA REYES
GABRIEL YEOTZIN GUTIERREZ RODRIGUEZ
MARTHA J. MASTRACCI
SAHIL DILAWARI
OLIVIA PENG
WENSHAN HE
SEAN JOSHUA PEREZ
TONG PAGE
MITCHELL PHILLIP ALVEY
AHAMAD SHAGHASSI
RODRIGO FLORES
MICHAEL PIERCE
DAVID WEED
RYAN CHRISTOPHER HERRERA
ALI POSWAL
ANDREW F KLASE
KELSIE A. KAHN
JOSHUA GRASSEL
MEGAN LINFORD
KEVIN R. STROMFELD
PATRICK BAUZON
PUJA AGGARWAL
MORGAN JOSEPH JAVONILLO
ERIN ESCOBAR
YIA LEE
BRANDON FONG CHENG
AMANDA LUONG
DOROTHY TSE LEE
JONATHAN K DEYOE
Carrie A Sax
BRYAN S MATHENEY
Ku Hei Mo
YAOCHAO WEI
JAKE BIRNBERG
Calvin T Metcalf
MICHAEL KURT VEIT
Shelbi Cleaver
Lazena D Kelly-Andrada

Within 25 miles of Black Point, CA, Best Investors lists 983 registered investment advisory firms with 1,499 offices nearby, managing about $29.8T in combined regulatory AUM across 3,441,230 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 Black Point

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