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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

CIBC PRIVATE WEALTH ADVISORS, INC.
THREADLINE WEALTH
CITIGROUP GLOBAL MARKETS INC.
BUNKER
QST CAPITAL LLC
GREEN OCEAN GLOBAL ADVISORS LLC
TRIAXIOM CAPITAL, LLC
JOHN FRIEDMAN FINANCIAL
FOCUS PARTNERS WEALTH, LLC
TITLEIST ASSET MANAGEMENT, LLC
HARBORLIGHT INVESTMENTS, LLC
HOMETEAM VENTURES MANAGEMENT, LLC
RIGHT SIDE CAPITAL MANAGEMENT, LLC
LPL FINANCIAL LLC
JUST FUTURES
GREE CAPITAL PARTNERS, LLC
CACHE ADVISORS LLC
SVS CAPITAL GROUP LLC

Investors

CLARK A. JORGENSEN
JENNIFER YUEN-HING MAN
RANDALL OGDEN YURCHAK
VICKEN EKMEKJIAN
JOHN FRANCIS MCKENNA
DUY N TIEU
Raschard Jamaal McKinney
JOHN BRADFORD CRAIG
JOSEPH THOMAS GHIDOSSI
Molly Markward
Kelly Michelle Gwynn
STERLING TYLER MOORE
HUIMIN Judy JIANG
LUKE VERNON CARLSON
KYLE TIMOTHY SHEALER
JOHN MCNERTNEY
Noa Veronica Hoffman
Jacob Schwartz
MARK ALLAN MOBERG
Ryan Rogan Ahrens
MATHEW WAYNE LEE
JOHN FRIEDMAN
EMMANUEL ROMASANTA
CHRISTIAN ANDREW AMSBERRY
CHRISTOPHER VINCENT SHEEHY
JASON ERROL DRAUT
Kristian Pavlov
ZONIA LEI
GEORGE EDWARD GUERRERO
FRANCISCO A GARCIA
ALEXANDER WALTER SAINGCHIN
BRADLEY JAMES HANUS
SRIKANTH (NMN) NARAYAN
RIAN TONY GOULART
NICHOLAS THOMAS FONTAINE
Lulu Zamel Alaqili

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