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Best financial advisors in Kentfield, CA

Registered advisers within 25 miles of Kentfield, CA.

Offices
1,802
Firms
1,214
Combined AUM
$30.0T
Firm-wide filings, not assets booked only here
Clients
3.41M
3,405,724 clients when Item 5C has a number
Avg / client
$8.80M
Combined AUM ÷ clients

Nearby offices

Firms

CAPITAL TRUST ADVISORS
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
SEAFARER CAPITAL PARTNERS, LLC
GILMARTIN CAPITAL LLC
WEST HALL CAPITAL PARTNERS LLC
MAVEN EQUITY PARTNERS, LLC
TRIAVERA CAPITAL LLC
GREENSTONE PARTNERS, LLC
COGITAS CAPITAL MANAGEMENT LLC
KERN CAPITAL
STIFEL, NICOLAUS & COMPANY, INCORPORATED
TRAN CAPITAL MANAGEMENT, L.P.
BAY CITY CAPITAL LLC
BAY CITY CAPITAL GF XINDE INVESTMENT MANAGEMENT CO
AMERIPRISE FINANCIAL SERVICES, LLC
STRATEGIC ADVISERS LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
VIRTUE CAPITAL MANAGEMENT, LLC
BROADWING CAPITAL ADVISORS, INC.

Investors

SANFORD PHILIP LOWENGART
Timothy Eugene Warren
MATTHEW AARON HODUS
KENNETH LAURANZANO
Michael J Heckmann
Alexander Joel Heckmann
Peter Albert Goudy
CATHERINE B CHOI
COLIN Edward Austin WELLS
JEFFREY JAMES WELLS
EMILY CHAN
RICHARD MONTOYA
ALPHONSE ALEXANDRE
MICHAEL YASIN
MARCUS LEWIS ALPHIN
PATRICK JOSEPH CARLIN
EDDY JOSEPH GUTIERREZ
Alexander John Kithas
ERYK SIMON LEWANDOWSKI
KELLY DOUGLAS KANE
MORGAN SELMI

Within 25 miles of Kentfield, CA, Best Investors lists 1,214 registered investment advisory firms with 1,802 offices nearby, managing about $30.0T in combined regulatory AUM across 3,405,724 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 Kentfield

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