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Best financial advisors in Mill Valley, CA

Registered advisers within 25 miles of Mill Valley, CA.

Offices
1,857
Firms
1,250
Combined AUM
$30.5T
Firm-wide filings, not assets booked only here
Clients
3.41M
3,406,509 clients when Item 5C has a number
Avg / client
$8.95M
Combined AUM ÷ clients

Nearby offices

Firms

RISING CAPITAL INC.
DAVENPORT CAPITAL MANAGEMENT, LLC
NORWOOD INVESTMENT PARTNERS, LP
CITIGROUP GLOBAL MARKETS INC.
GROUNDFORCE CAPITAL MANAGEMENT, LLC
YLV MANAGEMENT LLC
CLIMACTIC MANAGEMENT, LLC
CYAN VENTURES MANAGEMENT COMPANY, LLC
GROUNDED CAPITAL, LLC
MILLER AVENUE ADVISORS LLC
CAI MANAGER LP
OFFLINE VENTURES, LLC
EDWARD JONES
CAPITAL F PARTNERS, LLC
CAMBRIAN ASSET MANAGEMENT, INC.
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
INVESTMENT ADVISOR ASSOCIATES, INC.
ASSEMBLY WEALTH

Investors

JOHN LLOYD DAVENPORT
SRDAN STOJIC
ERIC THOMAS STRONG
Benjamin Russel Sampson
Alexander Jordan Boeri
Mark Joseph Lavan
ALEXANDER JOSEPH TEODORO
Dawn Sanchez Nicoles
DAVID FRANCIS WONG
PAUL WHITNEY STENARD
VALERIE DAWN DE VOL
DOUGLAS HUTCHINSON
GABRIEL FRITZ BURCZYK
JESSE PRESTON HINDSON
Molly Mallindine Wagner
Declan Tolmachoff Lynch
Nicholas Andrew Goldthorpe

Within 25 miles of Mill Valley, CA, Best Investors lists 1,250 registered investment advisory firms with 1,857 offices nearby, managing about $30.5T in combined regulatory AUM across 3,406,509 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 Mill Valley

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