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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

CITIGROUP GLOBAL MARKETS INC.
VERITA STRATEGIC WEALTH PARTNERS, LLC
THE GP MANAGER, LLC
SEVEN HILL TECH VENTURES LLC
BASE10 PARTNERS MANAGEMENT LLC
IGP INDUSTRIES, LLC
MISSION CREEK CAPITAL PARTNERS, INC.
CHEQUERS FINANCIAL MANAGEMENT LLC
LPL FINANCIAL LLC
010118 MANAGEMENT, L.P.
MERL INVESTMENTS LLC
NWK GROUP
SYMBOL CAPITAL, LLC
CARDINAL POINT CAPITAL LLC
TORONADO PARTNERS LLC
ACTIVATE CAPITAL PARTNERS
SF EQUITY PARTNERS MANAGEMENT, LLC
DOUBLE BAY MANAGEMENT & PLANNING
SAS FINANCIAL ADVISORS, LLC.
PFM HEALTH SCIENCES, LP

Investors

TINGHEI LEE
MARIO ABRAHAM TOLEDO MARTINEZ
SEAN PAUL RUMRILL
AUTUMN JOY ANDERSON
Aaron S Brailov
SHANA LESCH BALLARD
IAN THOMAS FRALEY
MELANIE ANN PELAYO
Marisa Anne Heiden
LAWRENCE STEWART HING
CHARLES SPARTACO GEHRING
JONATHAN EVIN LEDERER
HENRI W. MOUDI
LORENA MICHELLE MOUDI
Nicole Anne Tanenbaum
Jakob Kekaimalu Adams
Rodney Rodriguez La Fleur
PATRICIA ANN DELGRANDE
MEGAN ELISE GORMAN
REED WILLIAM MCCUE
Yukun Wang
Natalie Azmi Masarweh
William GEORGE Vlahos
MICHAEL VELZO
ELAINE QUN YU
GRAHAM CHARLES GREEN
CHRISTOPHER ROBERT OWEN
LOUISE CLARE FUNG
MARTE ROBERT WERNER
BRIAN DREW ACARD
NADIM JOSEPH NAHAS
HARRY KEIR OXLEY
ELIZABETH MAY PRINDLE
MONIQUE RENEE SAN MIGUEL LOPEZ
Syeda Nasira Iqbal
Vivian ChaoMingJing Fox
IRA HAROLD FATEMAN

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