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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

INNOVATION GLOBAL ADVISORS, LLC
REMEDIOS FINANCIAL PLANNING
PONTE INVESTMENT MANAGEMENT LLC
VIOLIN EQUITY LLC
DBA TANA INVESTMENT ADVISORS
SAND HILL GLOBAL ADVISORS, LLC
HSBC SECURITIES (USA) INC.
RAYMOND JAMES & ASSOCIATES, INC.
FRANK, RIMERMAN ADVISORS LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
TREE LINE CAPITAL PARTNERS, LLC
BINGHAM PRIVATE WEALTH, LLC
WHITE OAK GLOBAL ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
AFT US CAPITAL LLC
GARHWAL, CHAN & WILLIAMS INC.
GRAIL PARTNERS
RUBRIC ADVISORS LLC

Investors

CHRISTINE GARCEAU REMEDIOS
JEFFREY LOUIS ABADIE
MEGHAN DEGROOT DATERS
Jimmy Ka Ching Chow
Cheng Aik Ong
FABIO NUNES
Adam S Lawlor
Kyle Douglas Baker
Andrew Mo
SHAILESH SACHDEVA
JOHN T. CAVENDER
BRIAN MATTHEW KREISCHER
AZEB GESSESSE CLARK
WHEELOCK RICHARD BINGHAM
Daniel Clay Hechler
IAN JEFFREY STERN
SHANE THOMAS HILLER
Farooq Imam
HARI RAM GARHWAL
ANITA SO CHAN
NIHAL SHASHIKANT MUZUMDAR
Harish Prabandham

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