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Best financial advisors in El Sobrante, CA

Registered advisers within 25 miles of El Sobrante, CA.

Offices
2,275
Firms
1,367
Combined AUM
$32.6T
Firm-wide filings, not assets booked only here
Clients
3.73M
3,729,997 clients when Item 5C has a number
Avg / client
$8.75M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
ASYMMETRY VENTURES ADVISORS, LLC
OSAIC WEALTH, INC.
J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
POINT SUR INVESTORS LLC
CETERA INVESTMENT ADVISERS LLC
WEN CAPITAL ADVISORY GROUP, INC.
WADA CAPITAL MANAGEMENT, LLC
CITIGROUP GLOBAL MARKETS INC.
EARNED WEALTH ADVISORS, LLC
FARMERS ASSET MANAGEMENT, LLC
HARBORLIGHT INVESTMENTS, LLC

Investors

JEFFREY ALLAN MARKS
ROBIN ALEXANDRA STARR
KAITLYN SARA ZAWADA
ZOUBIR BELKACEMI
Adrian Jan Kula
Akgaukhar Nuskabayeva
JIN CHENG Darrin WU
MILA NUES COFFEY
JASON ANTHONY DONDERO
Moises Ismael Ramirez
Lino Manuel Amaral
WENJING HE
SAKAE WADA
Bei Lei Yu
ALPHONSUS CHEN
SEAN JOSEPH CONNOLLY
HUIMIN Judy JIANG
NAVJEET SINGH CHAHAL
Dilnoor Kaur
Nitu Kumar
Sunita Pathak
Pooja Agarwal
Seema Saini
William Beyer
CHRISTOPHER VINCENT SHEEHY
JASON ERROL DRAUT

Within 25 miles of El Sobrante, CA, Best Investors lists 1,367 registered investment advisory firms with 2,275 offices nearby, managing about $32.6T in combined regulatory AUM across 3,729,997 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 Sobrante

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