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Best financial advisors in Concord, CA

Registered advisers within 25 miles of Concord, CA.

Offices
1,795
Firms
1,052
Combined AUM
$31.6T
Firm-wide filings, not assets booked only here
Clients
3.71M
3,710,046 clients when Item 5C has a number
Avg / client
$8.53M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
COMMONWEALTH FINANCIAL NETWORK
THRIVENT INVESTMENT MANAGEMENT INC.
WEALTH & TAX PLANNERS LLC
EDWARD JONES
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
AMERITAS ADVISORY SERVICES, LLC
CONSOLIDATED PORTFOLIO REVIEW CORP
OSAIC WEALTH, INC.
COPPELL ADVISORY SOLUTIONS LLC
ARBOR WEALTH MANAGEMENT
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
ASSETMARK, INC.
INVESTMENT GROWTH MANAGEMENT, INC
EARNED WEALTH ADVISORS, LLC

Investors

RODELL LIWANAG VILLAMOR
Jessica Steffensen
JEFFREY WADE HASTINGS
JOHN DAVID AARON
RONALD DAVID SANCHEZ
MANUEL LOUIS SOLIZ
Elena M Richey
MARK ALAN GREENBERG
Auropuja Markus
STEVEN HOLROYD WAY
LES ANTHONY GARAVENTA
JOHN CURTIS STOLLER
KENNETH NEIL MARTINSON
MARJORIE EVELYN GRACE
Kirandeep Kaur
ADAM AMIR BAGHERIAN
Ryan David Aguiar
STEVE JOHN AGUIAR
PHILLIP JOSEPH DUTRA
BENJAMIN YAU CHEUNG WONG
POUNEH VAFAEENIA LOMBOY
MICHAEL KIM
JOHN ALLEN BUCHANAN
BRADLEY ALLEN
JASON ELLIOT CADELL
DYLAN ALEXANDER SCHLOTT
JENNIFER LINDA ADAMS
Joseph Patrick Condon
KEITH DAVID STEMPEL
SHAUN MICHAEL CLEMENTS
ALEXE DIMITRIOS RODOPOULOS
Todd Eugene Sult
MARA Tebben
BRIAN PAUL FITZGERALD
JACK SPENCER DRIGGS
BRANDON MICHAEL SWIFT
Briana-Capri Thadison
SHELBY ROSE HAYES
Nidya Garcia-Jimenez
Jeremy Harris Trudell
ALYSSA HULL
BRADLEY POERTNER
Daniel Jiyong Kim
Aidan Joseph Nash
James Evan Maguire
Megan Elizabeth Scoggins
Randy Jerome Lawrence
Alexander Louis Caiola
Warren Jackson Green
Brendan Patrick Mallon
Jacob Irwin Epstein
Anthony Scott Kuc
Andrew W Hirschler
SARA ANNE PAULSON
DENNIS JOSEPH KEELEY
Desiree Marvel Sii
MICHAEL STALILIONIS
MATTHEW WILLIAM LIAMERO
ANTHONY JOSEPH DIRITO
RYAN FRANCIS NOLAN
Robert Emory Bossong
ALICIA ANN REED
CHRISTOPHER PAUL RANDAL
ANTHONY NGHIA HUYNH
FRANK ALBERT HAYN
PHILLIP EDWIN MANNING
TODD ROBERT MARSELL
JEAN NOH BOLTON
MICHAEL CICOTELLO
DAVID JOEL BURSON
Eric Thomas Alexander
PHILLIP E LEGORRETA
JASON F. MILLER
ELIZABETH MARIE BUCKLY
MICHAEL JOSEPH FERGUSON
ERIC C HOELTER
BRANDON GEORGES LABORDE
ARMEN ATTALLAH
KIRSTYN RAE KUNZ
DOUGLAS PATRICK DEERING
RICHARD F REPA
NORA GILLIS
ERIC ROBERT BURKHARDT
COURTNEY NICOLE RICHARS
Tyler Hope Bolin
BRIAN NATHANIEL POSNER
MICHAEL Christopher SIMPKINS
MATT SCHAMP
NICHOLAS RENO CARCIONE
MATTHEW EDWARD GAUNT
Michael Bernard Dolan
Mitchell Edward Hotz
Jacqueline Noelle Silva
Kirsten Nicole Frosch
Tyler Benser- Ridley
Dylan James Brandon
Ann Huchingson
Trevor John Cornett
John Torano Miranda
Timothy Reitz
KURTIS WILLIAM REICHERT
Joseph Anthony Perry
Nicole Anne Taylor
Zoe Brunson
Philip Joseph Moraci
Scott Daniel McQuillen
PATRICIA LYNN BRADY
MICHAEL JOEL ABELSON
JOHN DAVID RESNICK
GRETCHEN BETH GOLEMBEWSKI
MARK STEVEN PICKETT
Kristina Diane Toland
FAITH ROBIN CHAFFEE
JOEL MAURICE VAUSE
ADRIANNA BEACH
AMANDA LEANN RYSIEWICZ
Robert Anthony Barucci
JARED MICHAEL POERTNER
HEIDI ELISE WALLACE
NIKKI TING TING CHUANG
Joseph Samuel Ebeling
NICK ORON LAPIN
ALEJANDRO HERRERA
MICHAEL CARROLL ROSSI
Ryan Eric Wilson
Bethany Ann Hatch
Alexander J Scott
Maxwell Patrick Stangret
SCOTT HAMILTON BOLIN
PATRICK E WARD
CHAD ALLEN AZARA
Eric Andrew Stjernstrom
Tiona Loreal Atwater
Ryan Michael Pineda
Elizabeth M McConville
Scott Matthew Friel
RACHAEL ELYSE ELKEN
Michael Ryan Aulson
Goran Santic
Joshua Kylam Malik
Robert Anthony Lima
Caden Matthew Calla
Art John Dougan
John Henry
KARRI H KEEPERS
MINDY SUE FOULGER
GARY THEODORE COX
Ryan David Byrne
DOUGLAS ERIC DRENCKPOHL
Alexander Louis Peterson
Christopher Karch Keller
Christian John Horcher
Cristian Herrera
Cruz Lagunas
Levi David Scoggins
Bannack T Wheeler
Maximilian Dominic Basso
Matthew Boyer
Kevin Lee Pollard
Sabrina Ann Williams
Samuel Reece Moraci
Geraldo Joshua Wingate
WILLIAM MATTHEW UPHAM
Jhon Khalil Khan
Leesa Jane Nichols
David Liu Sun
TIMOTHY PETER HINTZOGLOU
Ian Tongol
TODD ALAN ROULEAU
NICHOLAS LOUIS GIZZARELLI
DAVID KRISTIAN HARLOW
BARRETT THOMAS GRAY
Devin Gregory Clare
ROBERT G PEELMAN
HAROLD MICHAEL LEWELLEN
Thomas Anthony Walker
JARED MARK NELSON
Caitlin Marie Howerton
Brett Adam LeMmon
Shawn Dean Stifle
Ana Karen Chena Davila
Denise Ann Mitchell
Shamitoj Sandhu
Sunita Pathak
Ali Oromchian
JEANETTE LYNN BEATTY
JOSEPH EUGENE KALINOWSKI
BARRY WILSON OLIVER
JOHN HADEN WERHAN
CARSON KNUDSEN HENDERSON
Muhammad Naadir Jalill
Patrick Lee Beaman
GILBERT ELLIOT COTTO
ADAM NICHOLAS BRAUNSCHEIDEL
JASON MAHONEY ODELL
William Truett Davis
Tyler Braxton Bayless-Edwards
Seema Saini
Nitu Kumar
Devon James Hunter

Within 25 miles of Concord, CA, Best Investors lists 1,052 registered investment advisory firms with 1,795 offices nearby, managing about $31.6T in combined regulatory AUM across 3,710,046 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 Concord

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 CAPTRUST 963 advisers $1.24T AUM 8 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM