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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

IEQ CAPITAL, LLC
LPL FINANCIAL LLC
DELTA INVESTMENT MANAGEMENT, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CARTE VERTE MANAGEMENT LLC
CALERA CAPITAL ADVISORS, LP
ALBOURNE AMERICA LLC
CENDANA CAPITAL
CERITY PARTNERS LLC
LEGATO CAPITAL MANAGEMENT, LLC
1919 INVESTMENT COUNSEL, LLC
TURN/RIVER MANAGEMENT, L.P.
COTA CAPITAL MANAGEMENT, LLC
FACTORIAL FUNDS MANAGEMENT LLC
SERENT CAPITAL MANAGEMENT COMPANY, L.L.C.
COMMERCE VENTURES
GENERATION INVESTMENT MANAGEMENT US LLP
CORIENT

Investors

ALEXANDER GREGORY SCALES
Nicholas Philip Barbieri
NICHOLAS D KRUEGER
RYAN J SITTAUER
TIMOTHY PATRICK ANDERSON
EDWIN ANTHONY BARRETTO
ANDREW DOOLING HOUGHTON
NICHOLAS GRANGER ATKESON
DANIEL CRAIG YOUNG
Winston Bromley Gaffron
Christopher Timothy Atkeson
Xuan Wang
MICHAEL PAUL KRESS
STANLEY KEITH HALL
TATHATA LOHACHITKUL
G STEPHEN KENNEDY
JOHN PAUL SHEARMAN
THOMAS STEPHEN CAWKWELL
ANDREW DONALD MCCULLOCH
KRISTEN HOFFLANDER JONES
RICHARD MARC GRANT
VICTOR LOUIS HYMES
ELIZABETH ANN JUSON
ELANA ALEXANDRIA BRUTMAN
JOHN RUSSELL ROBERSON
JAMES JOSEPH O'CONNOR
ERIKA DE LA ROSA HENNESSEY
LAWRENCE V ZARTARIAN
ANDREW JEROME RAND
MARTIM LUIS DE ARANTES OLIVEIRA
Alexa Schmidt
DANIEL PAUL DAMOND
THEODORE WILLIAM BEEBE
CRAIGE MARCELLO BERTERO
SIMON ANDREW TRYZNA
Kavin Kumaran Hariharan
Kegan Mackenzie Johnson

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