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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

ECHO45 ADVISORS LLC
BREAKOUT MANAGEMENT, LLC
WELLS FARGO CLEARING SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EDWARD JONES
SIGFIG WEALTH MANAGEMENT LLC
CHARLES SCHWAB & CO., INC.
COMMONWEALTH FINANCIAL NETWORK
SIERRA INVESTMENT PARTNERS, INC.
VALLEY WEALTH STRATEGIES, LLC
SELDON CAPITAL LP
J.P. MORGAN SECURITIES LLC
CSUITE INVESTMENT LLC
CAVU WEALTH ADVISORS, LLC
SPC
OSS CAPITAL, LLC
XEIA VENTURE PARTNERS LLC
HAHN CAPITAL MANAGEMENT, LLC
WEST COAST FINANCIAL WEALTH MANAGEMENT, INC

Investors

JON E HENDERSON
SEAN MICHAEL O'BRIEN
GENECAR Z VIVO
Jason Qiu
JAMES MATTHEW SUTTON
COLE STEPHEN MATSUURA
MABEL CHAN
BERENICE SANCHEZ
MAKSYM PYLYPENKO
Hedieh Gharib
Karl J Arias
BYUNG NAM KIM
IGOR KIPNIS
ADAM THOMAS LOVE
ROBERT ALLEN MORGAN
RODOLFO YANIER DURAN-CHAVEZ
MITCHELL LUM
GAIL ANNETTE COLEMAN
JEFFREY LAURANCE QUINTERO
KAREN ELIZABETH MCLELAND
DARRELL DENNIS PITTS
KENNETH HINGWAH CHAN
RICHARD BONAVITO
ELLEN BARBARA NEUMARK
JOHN PHILIP ROHAN
RICHARD DANIELS RUSSELL
GARY LUM
KEVIN THOMAS KITCHIN
Allen Chuckman Lee
Yuan QI
AMINTA ANGELA ROMERO-DUNKLE
THERESA HSIAO-HSIN CHAO
JUBISA MONTES
HELEN YANG
CHASE ROBERT GOULART
Ryan Wahl
GERALD MATTHEW CLONEY
Mathias Paul Simon Picot
Sarah Catherine Herde
PAUL OSCAR SOLORZANO
JOSHUA CHRISTIAN SCHEFERS
ANNIE HA
ARBEN ARIFI
Kevin Suarez
DAVID GEORGE SYLVESTER
JONATHAN PAUL RUDOLFS
MARK JAMES HANNA
YOAV KARNI

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