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Best financial advisors in Cotati, CA

Registered advisers within 25 miles of Cotati, CA.

Offices
342
Firms
140
Combined AUM
$11.6T
Firm-wide filings, not assets booked only here
Clients
2.60M
2,604,429 clients when Item 5C has a number
Avg / client
$4.44M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PRIVATE ADVISOR GROUP, LLC
NORTHBAY ADVISORS
EAGLE STRATEGIES LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
FPC INVESTMENT ADVISORY, INC.
FIRST BRIDGE LENDING

Investors

George A Hoang
Jason Turner
MATTHEW Willis RICHARDSON
Celena Andrea Narez Helm
William Ospina-Torres
KEITH LAWSON GARLOCK
Anthony James Feeney
Frank M Galan
KENNETH JURGEN WEISE
JASON BRADLEY JOHNSON
RICHARD EDWARD DUARTE
ADAM GOURLEY
DANIEL ALAN PETERSON
William L Ekren
Christopher P Stafford
JUSTIN MICHAEL LERETTE
Leif Stefone Tinsley
Krista Neary
Cecilia Ivette Licon
ANTHONY CHARLES MAESTRI
ADAM RUSSELL TRAGANZA
EDWARD JOSEPH BUSTAMANTE
BRUCE STEVEN TERRY
MICHAEL J CALVELLI
Samuel Edward Westermann
Tyler Louis Schalch
Matthew M Kalabokes
BIJAN GOLKAR
John Craig Walker
Katherine Wells

Within 25 miles of Cotati, CA, Best Investors lists 140 registered investment advisory firms with 342 offices nearby, managing about $11.6T in combined regulatory AUM across 2,604,429 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 Cotati

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

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM