Best Investors Account Sign in

Best financial advisors in Corte Madera, CA

Registered advisers within 25 miles of Corte Madera, CA.

Offices
2,059
Firms
1,311
Combined AUM
$31.2T
Firm-wide filings, not assets booked only here
Clients
3.49M
3,493,373 clients when Item 5C has a number
Avg / client
$8.94M
Combined AUM ÷ clients

Nearby offices

Firms

GREEN RISE PARTNERS, LP
PROPRIETOR WEALTH MANAGEMENT INC.
LEAP FORWARD VENTURES, LLC
STRATUM FUND MANAGEMENT, LLC
KHP CAPITAL PARTNERS, L.P.
APELLA WEALTH
UNITED CAPITAL FINANCIAL ADVISORS
BEACON POINTE ADVISORS, LLC
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
EAGLE STRATEGIES LLC
AIKAPA
DIVERSIFIED PLANNING CONCEPTS, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LAVA CREEK CAPITAL MANAGEMENT, LLC
CWM, LLC
LPL FINANCIAL LLC
LITFUND
OTHERWISE FUND MANAGEMENT, LLC

Investors

MARK RICHARD BOURGUIGNON
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
William Denler
EDI ALVAREZ
GARY ALAN HOOKER
Hedieh Gharib
KONRAD JACOB KUCIEJ
BRIAN LYNN EISENBARTH
BRADLEY ALLEN DILLON
JOHN FRANCIS HARTY
Batkhuu Batjargal

Within 25 miles of Corte Madera, CA, Best Investors lists 1,311 registered investment advisory firms with 2,059 offices nearby, managing about $31.2T in combined regulatory AUM across 3,493,373 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 Corte Madera

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