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Best financial advisors in Brentwood, CA

Registered advisers within 25 miles of Brentwood, CA.

Offices
2,694
Firms
1,214
Combined AUM
$28.0T
Firm-wide filings, not assets booked only here
Clients
3.50M
3,504,392 clients when Item 5C has a number
Avg / client
$8.00M
Combined AUM ÷ clients

Nearby offices

Firms

RAYNMAKER FINANCIAL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
SAGEWATER WEALTH MANAGEMENT LLC
GOOD BALANCE FP LLC
STEVEN ROBERT JAKOWCHIK
PRINCIPIA GROWTH
STARSHOT CAPITAL, LLC
INTERLOCK EQUITY LP
CORAL TREE MANAGEMENT, LP
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CORBEL CAPITAL PARTNERS
WELLS FARGO CLEARING SERVICES, LLC
KINGSWOOD CAPITAL MANAGEMENT, L.P.
BLUE ZONE WEALTH ADVISORS, LLC
TERRAMAR CAPITAL ADVISORS, L.P.
J.P. MORGAN SECURITIES LLC
AIR VENTURE PARTNERS LLC
UPI MANAGEMENT, LLC
VICENTE CAPITAL PARTNERS, LLC

Investors

ASHLEY CAMILLE WARNE
PHILIP RICHARD WARNE
Cheyun Xia
STEVEN ROBERT JAKOWCHIK
JAMES M LOFTUS
DEAN HO YEOL YOON
JAMES CANELA
BAKTASH AHMAD RASHIDI
Jay Carl Sanders
JUDITH MARIA LU
JOSHUA MARTIN SAILAR
BRYAN JAMES LEE
Anderson Jansen Lafontant
Justin Junho Yoo
Lincoln Rosenblood-Cappe
Michael Phung

Within 25 miles of Brentwood, CA, Best Investors lists 1,214 registered investment advisory firms with 2,694 offices nearby, managing about $28.0T in combined regulatory AUM across 3,504,392 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 Brentwood

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 CAPITAL RESEARCH AND MANAGEMENT COMPANY 134 clients $3.75T AUM 2 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 3 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 CAPTRUST 963 advisers $1.24T AUM 6 DIMENSIONAL FUND ADVISORS LP 3 clients · 269 advisers $1.02T 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