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Best financial advisors in Fairfax, CA

Registered advisers within 25 miles of Fairfax, CA.

Offices
1,730
Firms
1,183
Combined AUM
$29.9T
Firm-wide filings, not assets booked only here
Clients
3.41M
3,405,448 clients when Item 5C has a number
Avg / client
$8.78M
Combined AUM ÷ clients

Nearby offices

Firms

WILSON & BOUCHER CAPITAL MANAGEMENT, LLC
WINSHIP WEALTH PARTNERS
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
OSMIUM PARTNERS, LLC
MARIN BAY WEALTH ADVISORS, LLC
WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
RISING CAPITAL INC.
REICHER CAPITAL MANAGEMENT, LLC
CAPITAL F PARTNERS, LLC
CITIGROUP GLOBAL MARKETS INC.
NORWOOD INVESTMENT PARTNERS, LP
EDWARD JONES
GROUNDED CAPITAL, LLC
GROUNDFORCE CAPITAL MANAGEMENT, LLC
YLV MANAGEMENT LLC
CLIMACTIC MANAGEMENT, LLC
CYAN VENTURES MANAGEMENT COMPANY, LLC

Investors

BENJAMIN DUNCAN WILSON
CRAIG STEPHEN SLAYEN
SEAN NEZAR ALI
GREGORY PAUL CLEARY
DMITRY VLADIMIROVICH LEYKIN
JEFFREY D RANKE
BESART MORINA
TEUTA MORINA
Batkhuu Batjargal
SRDAN STOJIC
Mark Joseph Lavan

Within 25 miles of Fairfax, CA, Best Investors lists 1,183 registered investment advisory firms with 1,730 offices nearby, managing about $29.9T in combined regulatory AUM across 3,405,448 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 Fairfax

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 8 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM