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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

URBANITE CAPITAL, LLC
SHORESTOWN PARTNERS LLC
ATRIA VENTURES MANAGEMENT, LLC
CREDITEASE URBANITE CAPITAL, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
ACCLARO WEALTH MANAGEMENT
CARION DOTY ADVISORS LLC
1919 INVESTMENT COUNSEL, LLC
SOFI WEALTH 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

Investors

Robert Bilbao
CLARENCE WILLIAM ROW
Jordan Wolf Lautt
Shana J Hudson
Shana Athena Hudson
ALEXANDER AMUNDSON
TIMOTHY HISAO OSHIMA
JEANNE YAO DOTY
ANTHONY PATRICK CARION
ELIZABETH ANN JUSON
ELANA ALEXANDRIA BRUTMAN
JOHN RUSSELL ROBERSON
JAMES JOSEPH O'CONNOR
ERIKA DE LA ROSA HENNESSEY
LAWRENCE V ZARTARIAN
ANDREW JEROME RAND
Justin Aaron Raleigh
David Shawn Newsome
DILLON DUTKANYCH
Melinda Guadalupe Cao
MASON BENNETT DRAKOS
VIDESHA WADE
CHRISTINE LEE
Kenzie Major
SALVADOR FERNANDEZ
Jerome Lemont Abbott
BAILEY POPE
Adriana Goiricelaya
John Cain
Jeremy Eric Johansen
BRIAN MICHAEL WALSH
Max Kimball
Gregory Matthew Palmieri
Robert Gilbert
Elizabeth Frances Thomas
Joshua Glenn Clayton
Robert Marshall Hill
Erin Elizabeth Daniel
Marcus Minsky
Christopher Lee McGoogin
Eduardo Alfaro
KENDALL MEADE
Joseph Dennis Cowper
Alex Baker
Sami Huseinovic
Alexander Meldrum
Michael Maher
Elizabeth Faye Bartlett
Stefanie Nicole Swezey
GENTIAN PLAKU
Nikita A Shah
Andrew Adam Evener
Robert Earl Brabson
Jorge Batista de Oliveira Neto
Mario Ismailanji
CHRISTOPHER TRUFANT
AIDAN NEUENSWANDER
Ryan Richardson
BENEDIKT HAID
Christian Webley
Szu Chen Lee
JASON HINESLEY
ROLAND MILLER
Charles R Hall
Jacquelyn Ruth Kesterson
SUSANA VASQUEZ FRANCO
Jami Liebl
AUSTIN STARRETT
KRISTINA HOGLUND
Jonathan Garcia
Jared S Butler
Ahmed Elsayed
Spencer Page
PALMER RANDOLPH
BRIAN WOOLSTON
JAMAR BROWN
Carlos Dardon
BRANDON DREW PETERSEN
Daniel Renner
Cody James Della Rocca
Benjamin Beasley
Jennifer Lynn Booms
Michael Ebel
RYAN NOLAN
Edziel Richard Bibiano
DAVID STAUFFER
KANECIA MCMORRIS
Angelo Michael Aguda
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 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