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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

STRATUM FUND MANAGEMENT, LLC
KHP CAPITAL PARTNERS, L.P.
APELLA WEALTH
UNITED CAPITAL FINANCIAL ADVISORS
BEACON POINTE ADVISORS, LLC
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
SPITFIRE CAPITAL LLC
OSAIC WEALTH, INC.
CITIGROUP GLOBAL MARKETS INC.
COHEN CAPITAL MANAGEMENT INC
AVILA REAL ESTATE CAPITAL
WELLS FARGO CLEARING SERVICES, LLC
RIDGECREST WEALTH PARTNERS, LLC
LINCOLN INVESTMENT
EDWARD JONES
NORWOOD INVESTMENT PARTNERS, LP
GROUNDED CAPITAL, LLC

Investors

FLAVIA PAULA KIRZ
JILL DORYCE HOLLANDER
BRIAN PON
CHARLES M HAYNOR
REID SHERMAN MILES
CHARLES COLLINS SOMMER
BRIAN FRACK
LESLEY ESTELLE CANNAN
JOHN MICHAEL BAXMAN
CHRISTOPHER C WHEATON
MONICA BLAIR MUNOZ
CRAIG BERNARD KELLER
River Zachary Galland
Austin Krewson
M. SCOT LANCE
GRIFFIN WOODS BARASH
TUCKER JAMES BARASH
NICOLA TANG
Brodie Trister Cohen
HENRIK INGEMANN NIELSEN
KONSTANTINOS GRIGORAKIS
Jason Yaworski
FATIMA ROMO
BRIAN KYLE GALLAGHER
ROSS GOMPERTZ
JAMES KEYES WATTS
RICHARD HARDING
KIM L E SHEARER
ERIC CAINDEC
PAUL MURRAY LEFEBVRE
SHALOM MORGAN
CHAD PATE
ISABEL IRENE BASSI
CHRISTOPHER EDWARD COGHLAN
EMMA ROSALIND TAYLOR
BRENDAN THOMAS DEMPSEY
MARIA LINDA AHERN
MEGAN K FEENEY
JONATHAN EARL GORTON
SARAH ELISA PIERI
EMMET CAMPBELL YEAZELL
DAVID M COHEN
TERRANCE ALBERT FEENEY
SCOTT HOWARD GELLER
IAN WILLARD GOERTZ
COOPER KEITH GUTHRIE
MATTHEW FITZPATRICK CAMERON
MICHAEL WAYNE HOBSON
SHERRY LYNN ROOZROKH
THOMAS E VELASQUEZ
ERIC DAVID ETHINGTON
AMANDA WEITMAN
ANGELA AIDA GONZALEZ HERICO
Nolan James Phillips
ANTHONY JOSEPH FERRETTI
MICHAEL DARIAN MOHAGHEGH
JUSTIN PAUL MACE
STEVEN THOMAS CHING
MOHSIN HAFEEZ
IAN MAXWELL LOGUE-RADICCHI
JOANNY CARMEN RIVERA
STEPHANIE T WONG
Wilfredo Oscar Nevarez
CHERYL MARIA KEILMAN
PAUL SCHIEBER
CHRISTOPHER J COBLE
STEVEN KENT ROMJUE
DIANA LYN JOHNSON-BAUER
SRDAN STOJIC
Mark Joseph Lavan

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