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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

URBANITE CAPITAL, LLC
SHORESTOWN PARTNERS LLC
ATRIA VENTURES MANAGEMENT, LLC
CREDITEASE URBANITE CAPITAL, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
BRIO FINANCIAL GROUP
TRANSMEDIA CAPITAL, LLC
MERL INVESTMENTS LLC
NWK GROUP
SYMBOL CAPITAL, LLC
CARDINAL POINT CAPITAL LLC
TORONADO PARTNERS LLC
ACTIVATE CAPITAL PARTNERS
SF EQUITY PARTNERS MANAGEMENT, LLC
DOUBLE BAY MANAGEMENT & PLANNING
SAS FINANCIAL ADVISORS, LLC.
PFM HEALTH SCIENCES, LP
TRIMER CAPITAL MANAGEMENT LP
WI HARPER GROUP INC
FINANCIAL SERVICES GROUP

Investors

Robert Bilbao
CLARENCE WILLIAM ROW
Jordan Wolf Lautt
Shana J Hudson
Shana Athena Hudson
ALEXANDER AMUNDSON
BRANDON JAY MILLER
GERALD ANTONIO
MARIANA LLAMAS
MATTHEW RICHARD BECK
GENE BOYD ELLIOTT
Jamie Lee Alpaugh
Yerim Hahm
RACHEL SUNG-HEE SHIN
Vivian Marie Segura
Michael Sinclair Telford
Margaret Mary Callahan
Jonathan Smith Rushton
MARTE ROBERT WERNER
BRIAN DREW ACARD
NADIM JOSEPH NAHAS
HARRY KEIR OXLEY
ELIZABETH MAY PRINDLE
MONIQUE RENEE SAN MIGUEL LOPEZ
Syeda Nasira Iqbal
Vivian ChaoMingJing Fox
IRA HAROLD FATEMAN
ALEEA MADELYN MCGUIRE

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