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Best financial advisors in Greenbrae, CA

Registered advisers within 25 miles of Greenbrae, CA.

Offices
1,808
Firms
1,215
Combined AUM
$30.3T
Firm-wide filings, not assets booked only here
Clients
3.41M
3,407,488 clients when Item 5C has a number
Avg / client
$8.88M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
WINSHIP WEALTH PARTNERS
REICHER CAPITAL MANAGEMENT, LLC
OSMIUM PARTNERS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
MARIN BAY WEALTH ADVISORS, LLC
WELLS FARGO CLEARING SERVICES, LLC
AIKAPA
AMERITAS ADVISORY SERVICES, LLC
PROSSER CREEK ASSET MANAGEMENT LLC
MARINER
SLOW CAPITAL, INC.
DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP
KCM INVESTMENT ADVISORS
FAIRVIEW CAPITAL
SPYGLASS CAPITAL MANAGEMENT, LLC

Investors

BESART MORINA
TEUTA MORINA
SEAN NEZAR ALI
CRAIG STEPHEN SLAYEN
Batkhuu Batjargal
Hedieh Gharib
GREGORY PAUL CLEARY
DMITRY VLADIMIROVICH LEYKIN
JEFFREY D RANKE
EDI ALVAREZ
PETER MARTIN TURNBAUGH
KEVIN M TURNBAUGH
Jeremiah Curtis Griffith
Alexandra Marie Scott
JEFF BRYAN OGSTON
RICHARD THOMAS BOYER
MATTHEW ALLEN JOHNSON
GESA EMARIE JARAVATA
MICHELLE LORRAINE DURGY
Honna Manhan Li
DONALD OLSEN JESBERG
JOHN CRAWFORD POGUE
JOHN ARTHUR LUNDIN
GUY JON BENSTEAD
RAYMOND JAMES RANDOLPH
JAMES ANDREW ROBILLARD

Within 25 miles of Greenbrae, CA, Best Investors lists 1,215 registered investment advisory firms with 1,808 offices nearby, managing about $30.3T in combined regulatory AUM across 3,407,488 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 Greenbrae

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