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Best financial advisors in Kensington, CA

Registered advisers within 25 miles of Kensington, CA.

Offices
2,486
Firms
1,515
Combined AUM
$33.6T
Firm-wide filings, not assets booked only here
Clients
3.73M
3,730,509 clients when Item 5C has a number
Avg / client
$9.02M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
AFFINITY CAPITAL ADVISORS LLC
NORTH BERKELEY WEALTH MANAGEMENT, LLC
EAGLE STRATEGIES LLC
D.A. FLOWERS & COMPANY, LLC
FUTURE COMMUNITIES CAPITAL
TAILWIND FUTURES
ELMWOOD WEALTH MANAGEMENT
FOGHORN FUND GP, LLC
FUTURE FRONTIER CAPITAL, LLC
BLUME CAPITAL MANAGEMENT, INC.
THE RODA GROUP CLEAN TECH MANAGEMENT, LLC
THE RODA GROUP VENTURE DEVELOPMENT CO. LLC
CHARLES SCHWAB & CO., INC.
STRATEGIC ADVISERS LLC
WILLOW GROVE ADVISORS, LLC
THE HOUSE FUND, LLC
ELLE CAPITAL FUND INVESTMENT MANAGER LP
HONTE ADVISORS LLC

Investors

Tim Everhart
VERNON DELANEY HOBBS
Peter Green
YINGYU SITU
RICHARD JAMES GREYWITT
ROBERT JON STAMPS BRADFORD
John Tanner Blatter
SEAN MARCUS KENMORE
JONATHAN MANZO-CARDENAS
Matthew John Gatt
Daniel Francis Nakahara
DEBRA ANNE ELLISEN
STEPHANIE MICHELLE NEHMENS
SAMUEL JAMES WOOD-BEDNARZ
Maria Quintana-Pilling
Kim Berger
KATHERINE CAMPBELL KING
BRIAN Thomas KOZEL
Cagatay Koc
Ariana Alisjahbana
JENNIFER ANN REGAN
TAMMY JANE PLOTKIN-OREN
Ella Jeanette Plotkin-Oren
DAVID ANTHONY FLOWERS
Juliana Moravy
MARC ALLEN ROTH
SHANNON STACY LEMON
ROBERT CHRISTOPHER GILLOOLY
JEFFREY VALENTINE ST. CLAIRE
PETER BRAY REIDENBACH
Samaya Patel
AMY STOEPLER THACHER
MIKE CHANG
SUNITA CHACHY JOSEPH
ALEJANDRO SOLORZANO SEGURA
Timothy Sweeney
RYAN OVERTON
Devenaire Delayne Wright
Raunak Thomas Joseph
Undralyn Cherae Williams-Reed
Justin William Allen
Zachary Klinke
BRANDON FONG CHENG
AMANDA LUONG
DAOUD KAYOUMI
KELSIE A. KAHN
NOAH RODRIGUEZ
RYAN CHRISTOPHER HERRERA
KEVIN R. STROMFELD
WENSHAN HE
HAMED RASHIDPOUR
MICHELLE TANG
YIA LEE
KARA Y CHAN
RODRIGO FLORES
MITCHELL Antonio FLORES
BRADEN WATSON
KELEY RENEE PETERSEN
WING-YIN EMILY KONG
Laura M. Kohler
CLAUDINA ELIZEBETH CAMPBELL
Sarah Elizabeth Smith

Within 25 miles of Kensington, CA, Best Investors lists 1,515 registered investment advisory firms with 2,486 offices nearby, managing about $33.6T in combined regulatory AUM across 3,730,509 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 Kensington

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 CAPTRUST 963 advisers $1.24T AUM 8 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM