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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

GLOBAL RETIREMENT PARTNERS LLC
CITIGROUP GLOBAL MARKETS INC.
Z21 VENTURES MANAGEMENT COMPANY, LLC
STRATEGIC ADVISERS LLC
SOARES FINANCIAL, INC.
EDWARD JONES
CHARLES SCHWAB & CO., INC.
LPL FINANCIAL LLC
EVERGREEN CAPITAL MANAGEMENT LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
HIGHTOWER ADVISORS, LLC
RITTER WEALTH COUNSEL
AQT CAPITAL MANAGEMENT, LLC
OHANA ADVISORS
HONTE ADVISORS LLC
THE HOUSE FUND, LLC
ELLE CAPITAL FUND INVESTMENT MANAGER LP

Investors

David Robert Krimm
DARREN SCOTT TAGGART
Mark Lawrence Hortizuela Cortez
ASHLEY COONS
HAMED RASHIDPOUR
NICHOLAS RYAN WILSON
MICHELLE TANG
DIANA ESPINOZA
NICHOLAS A KLARMAN
KARA Y CHAN
MAYA BAXTER
TASHINA REYES
GABRIEL YEOTZIN GUTIERREZ RODRIGUEZ
MARTHA J. MASTRACCI
SAHIL DILAWARI
OLIVIA PENG
WENSHAN HE
SEAN JOSHUA PEREZ
TONG PAGE
MITCHELL PHILLIP ALVEY
AHAMAD SHAGHASSI
RODRIGO FLORES
MICHAEL PIERCE
DAVID WEED
RYAN CHRISTOPHER HERRERA
ALI POSWAL
ANDREW F KLASE
KELSIE A. KAHN
JOSHUA GRASSEL
MEGAN LINFORD
KEVIN R. STROMFELD
PATRICK BAUZON
PUJA AGGARWAL
MORGAN JOSEPH JAVONILLO
ERIN ESCOBAR
YIA LEE
BRANDON FONG CHENG
AMANDA LUONG
EVA COLLEEN SOARES
Alison Beth Russell
David Boerio
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
DAOUD KAYOUMI
NOAH RODRIGUEZ
MITCHELL Antonio FLORES
BRADEN WATSON
Sebastien Tomescu
EMMANUEL PABLO
MARK ERNEST NICOLETTI
KATHY J SOWL CHELINI
MARK PASSALACQUA
JUSTIN TYLER WADE PRIBILOVICS
DAVID PEARCE CLARKE
MICHELLE NICOLAS POLLAK
SCOTT MICHAEL POLLAK
NANCY TRAN Laroco
Marcella Jennifer
Diego Andres Clavijo Arnez
Laurie Ann Marks
Vernon Ka Leung Yu
William Colton Wright
BRUCE CHARLES RITTER

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