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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

CREST WEALTH MANAGEMENT LLC
URBANITE CAPITAL, LLC
SHORESTOWN PARTNERS LLC
ATRIA VENTURES MANAGEMENT, LLC
CREDITEASE URBANITE CAPITAL, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
BRIO FINANCIAL GROUP
MINDSET CONSULTING (US) LLC
ANAGRAM ASSET MANAGEMENT, LLC
GALILEO FUND I GP LLC
MISCHIEF CAPITAL MANAGEMENT, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE FARM INVESTMENT MANAGEMENT CORP.
STRATEGIC ADVISERS LLC
SEVEN POST INVESTMENT OFFICE LP
DBL INVESTORS, LLC
DBL PARTNERS
STIFEL, NICOLAUS & COMPANY, INCORPORATED
TRUIST ADVISORY SERVICES, INC.
1919 INVESTMENT COUNSEL, LLC

Investors

NATHAN ALLAN ROOZEE
Robert Bilbao
CLARENCE WILLIAM ROW
Jordan Wolf Lautt
Shana J Hudson
Shana Athena Hudson
ALEXANDER AMUNDSON
BRANDON JAY MILLER
GERALD ANTONIO
MARIANA LLAMAS
MATTHEW RICHARD BECK
GENE BOYD ELLIOTT
Jamie Lee Alpaugh
Yerim Hahm
RACHEL SUNG-HEE SHIN
Vivian Marie Segura
Michael Sinclair Telford
Margaret Mary Callahan
Jonathan Smith Rushton
WENQIN SUN
FILLIA FRANSISCA
CHRISTOPHER MADRIL
SAMIR A. RAHMAN
AMIT PATEL
HOI YAN MAGGIE CHAN
KILLIAN ADWELL
ZACKARY BRIAN WILSON
GERARDO RAMOS
RIANNA SKOMOROVSKY
TIRTH KASHIKAR
PATRICK S. WATERS
TIFFANY LYNN MYERS
JARED MCCRAY
CHRISTINA HENSLEY
MICHAEL JOHN MILDBRANDT
JUN SHENG XU
MOHAMMAD SAKIBADIT KHAN
ARDAVAN MOVASSAGHI
GAVIN ZERBE
CHRISTANIE HUNTER
NOAH RODRIGUEZ
JEROD MAH
ZACKARY PETRAY
ADAM AHMAD
EMILY NAU
JULIE HONG
NICHOLAS YOUNG
SHINTA HALIM
KHALID SALEM ATTIGA
JOHN T LANDRETH
ASHLEY PAK
ANDY XIE
KARAN SINGH
JORGE CAMBEROS SOTO
SONALI BHAUMIK
MICHAEL POWELL
PAOLA NUNEZ-TORRES
GURPREET SINGH
TRISTAN LUDWIG
KEXIANG QIAN
NATHAN R MATEO
MARTHA A. BITTA
DANIELLA NICOLE LACROIX
CHLOE VICTORIA FOSTER
DOUGLAS HYMAN
EVAN COLE
EVAN DANIEL KRAMER
ALEXANDER Karl HAGEN
ALI KEVIN BASTANI
JUSTIN MICHAEL BROOKS
ERIC MATTHEW ALLBIN
BRIAN HANWEI LEE
LIZANINA A LUCERO
EMILY LADD DURAN
KELSEY WIEGMANN ELLIS
DANIEL ALFORD FEDDER
Christopher Lynton Hurtado
BRUCE WELLINGTON BLIGH
CHARLES OWEN TALLANT WYMAN
ASHLEY NICOLE MONK
ELDRIDGE FULLER GRAY
JOHNNY GIN YANG NG
KATHRINA TABANGCURA PAPIO
DANIEL LOREN HOLLIGAN
Ryan Watada
Zachary Jordan Abrahams
Nathan Nguyen
TODD LELAND STONE
MATTHEW EDWARD ECCLES
CHRISTA ROSINA DIBIASE
N. DAVID HOOVER
ANTHONY VICTOR STAIS
DENNIS JOSEPH JANSSEN
GERALD EDWARD O'HARA
JANET MARGARET BARNES
MATTHEW JAMES COSTELLO
OLIVER CHOY
FAHRUDIN VELIC
Mason Converse Billings
Stephen James Simon
Daniel Landa
Charles Marks
Angelique Nicolette Kelly-Patino
Luca Sea Craigie
Matthew Steven Newell
YU-FAN CHIANG
JEFFREY DONALD GREEN
ANDREW PRESTON PETERSON
TONI LYN DOBEL
DAVID JAY LOWI
JEFFREY JOHN BERGHOLT
SCOTT MICHAEL DUFF
JENNIFER CARROLL GREEN
ERIC JAMES KRUEGER
Margaret Sangster Jimenez
Taylor A Loughlin
PATRICK MERRILL
Sorcha Catherine Dolan
Kalisi Huhane
CHRISTOPHER WILLIAM INGLIS
DIANA GAYLE DORN
GREGORY STUART YOUNG
ROBERT DALE MAYBERRY
PAUL BENJAMIN CLARK

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