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Best financial advisors in Emeryville, CA

Registered advisers within 25 miles of Emeryville, CA.

Offices
2,611
Firms
1,568
Combined AUM
$33.8T
Firm-wide filings, not assets booked only here
Clients
3.73M
3,731,268 clients when Item 5C has a number
Avg / client
$9.07M
Combined AUM ÷ clients

Nearby offices

Firms

TRILLIUM INVESTMENTS
ARCHETYPE MGMT, LLC
DEFILADE CAPITAL MANAGEMENT, L.P.
TRIGOFI
STRYKER FINANCIAL
MARINER
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
INTERFUNDS
SELBY WEALTH MANAGEMENT
RO2 WEALTH
CANONICAL CRYPTO MANAGEMENT, LLC
SAVOIA INVESTMENTS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LIBERTY WEALTH MANAGEMENT, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
J.P. MORGAN SECURITIES LLC
BETTER VENTURES CENTRAL LLC
THE RODA GROUP CLEAN TECH MANAGEMENT, LLC

Investors

ALISHA KATHRYN-SHIN BHARDWAJ
NIKHIL BHARDWAJ
Alvaro Illan Fernandez
FARZAD KHOSHNOODI
SCOTT LAURENCE LUMMER
JOSEPH JAMES SIMS
Alexis J Howard
David E Siegel
GEORGE R PASTOR
JOSEPH ALBERT WELLS
ROBERT JOHN WELLS
DANIEL KEITH BEATTY
eric kho
Yahweh Khao Sok
Lazena D Kelly-Andrada
Daniel Dean Ross
NICHOLAS ALEXANDER DEL JUNCO
Brett Michael Wippler
NICKOLAS BOWERS
Adam John McNulty
DAVID Sean GILLIMORE
CANDACE CAROLE HAMILTON
STEPHEN ERNEST MANTZOURIS
Steven SAMUEL Christensen
Stanislav Godsky
Claire Danielle Hollander
Adrian Marcel Azofeifa
Philip Rontell
Lucas McNulty
DAVID JAMES HOLLANDER
Matthew del Junco
Jordan Johal
KAMERON Ray JACKSON
Dylan Mann
KELVIN J KWAN
MICHAEL TERRENCE HULLEN
Leon Pierre Augustine
WILLIAM MERRILL FAY
Yun Cho Messina

Within 25 miles of Emeryville, CA, Best Investors lists 1,568 registered investment advisory firms with 2,611 offices nearby, managing about $33.8T in combined regulatory AUM across 3,731,268 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 Emeryville

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