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Best financial advisors in Mare Island, CA

Registered advisers within 25 miles of Mare Island, CA.

Offices
2,124
Firms
1,325
Combined AUM
$31.4T
Firm-wide filings, not assets booked only here
Clients
3.73M
3,728,323 clients when Item 5C has a number
Avg / client
$8.41M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
FARTHER
MCM ADVISERS, LP
CHOREO, LLC
WELLS FARGO CLEARING SERVICES, LLC
U.S. BANCORP ADVISORS, LLC
ELMWOOD WEALTH MANAGEMENT
EDWARD JONES
KESTRA ADVISORY SERVICES, LLC
MML INVESTORS SERVICES, LLC
FOGHORN FUND GP, LLC
INVESTMENT GROWTH MANAGEMENT, INC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
FREESTYLE CAPITAL MANAGEMENT, LLC
BRAVE CAPITAL MANAGEMENT LLC
CHOU CAPITAL MANAGEMENT, LLC
ASSETMARK, INC.

Investors

William JOHN Lukach
MICHAEL CRAIG MINK
JONATHAN GREGORY TULL
Joanna Christine Cryan Aiken
Matthew Alfonso Casatico
ROBIN LEOLA PATIN
ZACKARY MARIO HERNANDEZ
Andres Ambrosio Vigil Camacho
Juliana Moravy
MARC ALLEN ROTH
SHANNON STACY LEMON
ROBERT CHRISTOPHER GILLOOLY
Umberto Leone
Keith A Wheeler
FRANK JOSEPH EVANGELIST
DANIEL ALAN GARFIN
JOHN ANDREW HOHMAN
RAYMOND KEITH ADAIR
ANDREW J THIERMANN
Woojin Shin
STEVEN RICHARD SEROTTE
Nityesh Arumugam
IRVIN HAN HU
Albert Jiray Sung
Andrew Earl Howard
Nathan Powell
ANKUR Reddy VANTERU
Ian Tongol
POUNEH VAFAEENIA LOMBOY
DIEGO ALEJANDRO ALVAREZ
PAMELA ANN DEMARCO
MICHAEL KIM
JOHN ALLEN BUCHANAN
BRADLEY ALLEN
JASON ELLIOT CADELL
DYLAN ALEXANDER SCHLOTT
JENNIFER LINDA ADAMS
Joseph Patrick Condon
KEITH DAVID STEMPEL
SHAUN MICHAEL CLEMENTS
ALEXE DIMITRIOS RODOPOULOS
Todd Eugene Sult
MARA Tebben
BRIAN PAUL FITZGERALD
JACK SPENCER DRIGGS
BRANDON MICHAEL SWIFT
Briana-Capri Thadison
SHELBY ROSE HAYES
Nidya Garcia-Jimenez
Jeremy Harris Trudell
ALYSSA HULL
BRADLEY POERTNER
Daniel Jiyong Kim
Aidan Joseph Nash
James Evan Maguire
Megan Elizabeth Scoggins
Randy Jerome Lawrence
Alexander Louis Caiola
Warren Jackson Green
Brendan Patrick Mallon
Jacob Irwin Epstein
Anthony Scott Kuc
Andrew W Hirschler
SARA ANNE PAULSON
DENNIS JOSEPH KEELEY
Desiree Marvel Sii
MICHAEL STALILIONIS
MATTHEW WILLIAM LIAMERO
ANTHONY JOSEPH DIRITO
RYAN FRANCIS NOLAN
Robert Emory Bossong
ALICIA ANN REED
CHRISTOPHER PAUL RANDAL
ANTHONY NGHIA HUYNH
FRANK ALBERT HAYN
PHILLIP EDWIN MANNING
TODD ROBERT MARSELL
JEAN NOH BOLTON
MICHAEL CICOTELLO
DAVID JOEL BURSON
Eric Thomas Alexander
PHILLIP E LEGORRETA
JASON F. MILLER
ELIZABETH MARIE BUCKLY
MICHAEL JOSEPH FERGUSON
ERIC C HOELTER
BRANDON GEORGES LABORDE
ARMEN ATTALLAH
KIRSTYN RAE KUNZ
DOUGLAS PATRICK DEERING
RICHARD F REPA
NORA GILLIS
ERIC ROBERT BURKHARDT
COURTNEY NICOLE RICHARS
Tyler Hope Bolin
BRIAN NATHANIEL POSNER
MICHAEL Christopher SIMPKINS
MATT SCHAMP
NICHOLAS RENO CARCIONE
MATTHEW EDWARD GAUNT
Michael Bernard Dolan
Mitchell Edward Hotz
Jacqueline Noelle Silva
Kirsten Nicole Frosch
Tyler Benser- Ridley
Dylan James Brandon
Ann Huchingson
Trevor John Cornett
John Torano Miranda
Timothy Reitz
KURTIS WILLIAM REICHERT
Joseph Anthony Perry
Nicole Anne Taylor
Zoe Brunson
Philip Joseph Moraci
Scott Daniel McQuillen
PATRICIA LYNN BRADY
MICHAEL JOEL ABELSON
JOHN DAVID RESNICK
GRETCHEN BETH GOLEMBEWSKI
MARK STEVEN PICKETT
Kristina Diane Toland
FAITH ROBIN CHAFFEE
JOEL MAURICE VAUSE
ADRIANNA BEACH
AMANDA LEANN RYSIEWICZ
Robert Anthony Barucci
JARED MICHAEL POERTNER
HEIDI ELISE WALLACE
NIKKI TING TING CHUANG
Joseph Samuel Ebeling
NICK ORON LAPIN
ALEJANDRO HERRERA
MICHAEL CARROLL ROSSI
Ryan Eric Wilson
Bethany Ann Hatch
Alexander J Scott
Maxwell Patrick Stangret
SCOTT HAMILTON BOLIN
PATRICK E WARD
CHAD ALLEN AZARA
Eric Andrew Stjernstrom
Tiona Loreal Atwater
Ryan Michael Pineda
Elizabeth M McConville
Scott Matthew Friel
RACHAEL ELYSE ELKEN
Michael Ryan Aulson
Goran Santic
Joshua Kylam Malik
Robert Anthony Lima
Caden Matthew Calla
Art John Dougan
John Henry
KARRI H KEEPERS
MINDY SUE FOULGER
GARY THEODORE COX
Ryan David Byrne
DOUGLAS ERIC DRENCKPOHL
Alexander Louis Peterson
Christopher Karch Keller
Christian John Horcher
Cristian Herrera
Cruz Lagunas
Levi David Scoggins
Bannack T Wheeler
Maximilian Dominic Basso
Matthew Boyer
Kevin Lee Pollard
Sabrina Ann Williams
Samuel Reece Moraci
Geraldo Joshua Wingate
WILLIAM MATTHEW UPHAM
Jhon Khalil Khan
Leesa Jane Nichols
David Liu Sun

Within 25 miles of Mare Island, CA, Best Investors lists 1,325 registered investment advisory firms with 2,124 offices nearby, managing about $31.4T in combined regulatory AUM across 3,728,323 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 Mare Island

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