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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

CETERA INVESTMENT ADVISERS LLC
NOVIRIAN CAPITAL LLC
HOUSATONIC PARTNERS
VILA, LLC
GALVANIZE CLIMATE SOLUTIONS LLC
J.P. MORGAN SECURITIES LLC
FOUR RIVERS MANAGERS LLC
FOUR RIVERS GROUP
FINANCIAL ZEN
ENSPIRE WEALTH MANAGEMENT, LLC
RIGHT SIDE CAPITAL MANAGEMENT, LLC
CITIGROUP GLOBAL MARKETS INC.
LPL FINANCIAL LLC
CRYPTO LOTUS LLC
ERA PARTNERS LLC
APHIAS CAPITAL, L.P.
FIGURE INVESTMENT ADVISORS, LLC
TOP TIER CAPITAL PARTNERS, LLC
INTERMEDE GLOBAL PARTNERS INC

Investors

JACK YUSHENG LIN
Timothy Kwong
Iriana Belen Lee Hung
MAN TAT TAI
JIAQIAN LIAN
STANLEY TOY
Amanda Grace Bearden
RICHARD DAVID VALENZI
Kaden Matthew Wootton
MILES WANLI SHE
Lilly Zoltak
Roopali Cirillo
Wanda Wu
DANIEL Kanwar Singh DHILLON

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