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Best financial advisors in El Cerrito, CA

Registered advisers within 25 miles of El Cerrito, CA.

Offices
2,348
Firms
1,442
Combined AUM
$32.6T
Firm-wide filings, not assets booked only here
Clients
3.73M
3,729,522 clients when Item 5C has a number
Avg / client
$8.75M
Combined AUM ÷ clients

Nearby offices

Firms

POINT SUR INVESTORS LLC
WEN CAPITAL ADVISORY GROUP, INC.
WADA CAPITAL MANAGEMENT, LLC
CITIGROUP GLOBAL MARKETS INC.
HARBORLIGHT INVESTMENTS, LLC
J.P. MORGAN SECURITIES LLC
EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
FARMERS ASSET MANAGEMENT, LLC
MONTY ASSET MANAGEMENT
FOG CITY ADVISORS, LLC
OSAIC WEALTH, INC.
FARM GIRL CAPITAL LLC
AI FUNDS
STATE FARM INVESTMENT MANAGEMENT CORP.
NORTHERN CALIFORNIA FIDUCIARY ADVISORS, LLC

Investors

WENJING HE
SAKAE WADA
HUIMIN Judy JIANG
CHRISTOPHER VINCENT SHEEHY
JASON ERROL DRAUT
Di Wu
ERIC CHAN
Kyle Ashcraft
Moises Ismael Ramirez
SCOTT L POLAND
William Beyer
Thinh Thi Ngoc Nguyen
MARK KIRKHAM PINGREE
GRACE M REYES
SARAH GREEN
Joshua Wulkan
Terrence Chris Kotsatos
JASON VITUCCI
Dinh An Khuong Le
Alexander Michael Arnest
Ofer Wolfson
FRANK BURNLEY BLISS
Yen Trac

Within 25 miles of El Cerrito, CA, Best Investors lists 1,442 registered investment advisory firms with 2,348 offices nearby, managing about $32.6T in combined regulatory AUM across 3,729,522 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 El Cerrito

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