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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

CITRINE CAPITAL
SCRUM VENTURES LLC
MOMENT PARTNERS, LLC
LATITUDE CAPITAL
MIDAS CAPITAL MANAGEMENT
LEONIS CAPITAL PARTNERS, LLC
KIVA CAPITAL MANAGEMENT, LLC
SUMMIT TRAIL ADVISORS, LLC
WORLD INVESTMENT ADVISORS, LLC
BRIO FINANCIAL GROUP
URBAN INNOVATION MANAGEMENT LLC
PHENOMENAL VENTURES LLC
BASE CASE MANAGEMENT, LLC
UPRISING MANAGEMENT, LLC
LANDED MANAGEMENT COMPANY, LLC
AXEVIL CAPITAL, LLC
8-BIT CAPITAL MANAGEMENT, LLC
HAYSTACK MANAGEMENT COMPANY, LLC
VANARTH INVESTMENT MANAGEMENT LLC
RESOLUTE.VC, LLC

Investors

Samantha Mockford
JIRAYR ROUBEN KEMBIKIAN
RYAN STERLING COLE
BRANDON MITCHELL HAGERLA
PATRICK JOSEPH HITCHCOCK
SCOTT H. HAMPTON
JASON WALKER COHEN
Erik Ryan Midas
JOHN WILLIAM SCARBOROUGH
DANIELA PEDLEY
THOMAS PETER PALECEK
TYLER DREW WALL
BRANDON JAY MILLER
GERALD ANTONIO
MARIANA LLAMAS
MATTHEW RICHARD BECK
GENE BOYD ELLIOTT
Jamie Lee Alpaugh
Yerim Hahm
RACHEL SUNG-HEE SHIN
Vivian Marie Segura
Michael Sinclair Telford
Margaret Mary Callahan
Jonathan Smith Rushton

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