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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

HUNT WEALTH MANAGEMENT
API CAPITAL, LLC
USI SECURITIES, INC.
CAPITAL MANAGEMENT ADVISOR GROUP, LLC
INDEPENDENT FINANCIAL GROUP, LLC
CIVILIZATION VENTURES MANAGEMENT, LLC
J.P. MORGAN SECURITIES LLC
TRANSAMERICA FINANCIAL ADVISORS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
KESTRA ADVISORY SERVICES, LLC
MML INVESTORS SERVICES, LLC
INVESTOR FAN
SIERRA INVESTMENT PARTNERS, INC.
VALLEY WEALTH STRATEGIES, LLC
OSAIC WEALTH, INC.
CLBI INVESTMENTS INC
AMERIPRISE FINANCIAL SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
MERCER GLOBAL ADVISORS INC.

Investors

DAVID BRIAN HUNT
RONALD HARVEY HUNT
Matthew Gregory Coons
Kelby Von Houston
Brian Christopher Way
TIMOTHY BRYAN MENEZ
JAMES RAPHAEL YEE
TIMOTHY RICHARD YEE
Salomon Cazares
Alejandro Saavedra
Sylvana Youssef
STACEY VAN QUINN
JOHN PHILLIP SCHWEITZER
EDNA BALIDO REYES
RAJ ALAGAPPAN NATARAJAN
ROLANDO AGUIRRE SAPANTAY
Wenjun Luo
FRANK JOSEPH EVANGELIST
DANIEL ALAN GARFIN
JOHN ANDREW HOHMAN
RAYMOND KEITH ADAIR
ANDREW J THIERMANN
Woojin Shin
STEVEN RICHARD SEROTTE
Nityesh Arumugam
IRVIN HAN HU
Albert Jiray Sung
Andrew Earl Howard
Nathan Powell
ANKUR Reddy VANTERU
SCOTT PHILBRICK BOWHAY
JOSHUA CHRISTIAN SCHEFERS
BRENDAN GREY HAWES
JASON VITUCCI
ALSIDA M. CANTON
MARK JOHNSON KRAUTH
EMIL JOHN PEINERT
WILLIAM ALLAN FARBER
NATHANIEL JAMES HURST
Connor Gray
MICHAEL MORRIS ROTHSCHILD
DAVID LEE SHACKELFORD
KURT DOUGLAS KING
MARK ANTHONY PORTER
Jardee Marie Worcester
FARSHID NORMAN BAHRAMIPOUR
JAMES EDWARD WITH
Morgan Ann Hathaway
PAUL GIACOLETTI
SARA HOLLAND
MATTHEW LAWRENCE GIACOLETTI
KEVIN BACHARACH
JAIME ESTRADA
CRAIG BACHARACH
CHRISTINA KO TALBOT
DAVID Alberto VENTURA
Jessica Qikai Chen
ELISHA ANN SANDHU SANCHEZ
AARON JAMES LANGSTON
FANNY GUO
JESSICA ANN MARIE CARUSO
PHILLIP KARL SWENSON
Xinyi Li Cresci
AUSTIN MICHAEL JAMATI
TIMOTHY HAROLD KALLAS
ALEJANDRO H AGUILAR
ANNIE JEAN GOTTBEHUET
MICHAEL SHAWN GANDY
Mary Ann Sullivan
JEDD DANIEL NICOLAS
ERIC ULYSSEE FRAMPTON
MARK D ERICSON

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