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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

CETERA INVESTMENT ADVISERS LLC
BOND
STATE FARM INVESTMENT MANAGEMENT CORP.
ENCORE CONSUMER CAPITAL, LP
LEGATO CAPITAL MANAGEMENT, LLC
LANTERN WEALTH ADVISORS, LLC
BASE10 PARTNERS MANAGEMENT LLC
IGP INDUSTRIES, LLC
MISSION CREEK CAPITAL PARTNERS, INC.
WESTERLY CAPITAL MANAGEMENT LLC
CONGRUENT MANAGEMENT, LLC
PERIGON WEALTH MANAGEMENT, LLC
GLOBAL RETIREMENT PARTNERS LLC
ACME
MONT
HELLMAN & FRIEDMAN LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
BREX ASSET MANAGEMENT LLC
TENZING GLOBAL

Investors

JON KAZUO JOHIRO
ADRIENNE JANG
JAKE SUI NG
JOSEPH BENJAMIN RUBY
SABRINA ADELINE STEWART
BURTON JAY DROBNIS
KEVIN ANDERS
SHANA LESCH BALLARD
IAN THOMAS FRALEY
MELANIE ANN PELAYO
Marisa Anne Heiden
LAWRENCE STEWART HING
CHARLES SPARTACO GEHRING
JONATHAN EVIN LEDERER
HENRI W. MOUDI
LORENA MICHELLE MOUDI
CHRISTOPHER PAINE SPIRES
ERIC JONATHAN LINSER
SCOTT ALLEN YI
JEREMY D KOVACS
ERIC SETH JARDINE
TYLER WILLIAM BROOKS
STEVEN LEE TOPAL
GABE MICHAEL WOLOSKY
Viviana Alexis Mattos
CAITLIN Mary Louisa PILISUK
Sarah Michelle George
THOMAS MAHONE TOLLESON
CHRISTIE ANN BAKER
SCOTT DALE ELISHA
JEFFREY LEWIS GITTERMAN
KENNETH DEAN FINCHER
TREVIN LAMONT EPPS
DAVID NATHAN HALE
ARTHUR JOHN AMBARIK
DEV GUPTA
SHEILA ELIZABETH LITTLE
Jonathan Joseph Masse
LINDSAY HAMBLETON STURMAK
JEREMY PAUL
MARY LOUISE BALLIN
RAFIA KHUSHBAKHT HASAN
JENNIFER ANNE EASLEY
WILLIAM LUTHER RACKLEY
JOHN ANDREW PAGANELLI
ARTHUR FREDRIC GREEN
DANIEL J MCAULIFFE
DANIEL GERARD GWIZDAK
ANDREA MARGUERITE HAMILTON
EDWARD CARL HOFFMAN
Clay Worthington Kinnard
ELIZABETH ANN BOSWORTH
Christina Lee Amor
Rachel F. Elson
Alexander Mitchell Lazieh
JOSEPH NM RUST
Jake Sierka
ANDREW MARK/NICHOLAS BELLAK
RICHARD JEFFREY THOMAS
KENNETH MICHAEL QUARNACCIO
WILLIS BARNETT WIGGINS DOBBS
MARC ADAM SPECHT
ALEXANDRA JOY QUITKO
JASON PAUL CONDON
BRYCE RYAN BROWN
SHEETAL SHYAM BAGDE
DAVID J BAUER
Robert N Hardwick
GEORGE MILLHOLLAND MATTHAI
PAUL EDWARD DROLSON
STEPHANIE LISA HAYES
PHILIP ALLEN HART
MARK JOEL ACKERMAN
DEAN WILLIAM KUHLKIN
DENISE S LEE
EDMOND SUKALIC
Matthew Tyler Torkelson
JOHN EDWARD TOWNES TAYLOR
ROBERT BLANEY SLOAN
STEPHEN JAMES SPAROLINI
Timothy James Kaiser
MICHAEL ROBERT LOMBARDO
SHELLEY DIANE MARTIN
SANDRA MARIE KERR
THOMAS JOSEPH HAGGERTY
BENJAMIN L COVAR
Marcelina Marie Castel de Oro
IRA SCOTT GOLDBERG
ELIAS STUART RAUCH
ROBERT JOHN DEVALLE
Martin Attiq
BRADLEY SCOT FRISK

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