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Best financial advisors in Moraga, CA

Registered advisers within 25 miles of Moraga, CA.

Offices
2,601
Firms
1,549
Combined AUM
$34.2T
Firm-wide filings, not assets booked only here
Clients
3.74M
3,743,463 clients when Item 5C has a number
Avg / client
$9.14M
Combined AUM ÷ clients

Nearby offices

Firms

BIG 7 VENTURES MANAGEMENT, LLC
U.S. BANCORP ADVISORS, LLC
LPL FINANCIAL LLC
THE FOUNDATION INVESTMENT GROUP
SWIFT VENTURES
GARNER FINANCIAL MANAGEMENT
GEBHARDT GROUP, INC
PILTINGSRUD CAPITAL MANAGEMENT, LLC
CHOU CAPITAL MANAGEMENT, LLC
GRANITE CAPITAL
CAPITAL MANAGEMENT ADVISOR GROUP, LLC
GARUDA VENTURES MANAGEMENT, LLC
KOCH CAPITAL MANAGEMENT LLC
CETERA INVESTMENT ADVISERS LLC
LOWERY THOMAS, LLC
DAWSON INVESTMENT MANAGEMENT
MCM ADVISERS, LP
CHOREO, LLC

Investors

Micheal Preston Taylor
JOSEPH EARL LONG
ADAM DANIEL GALLEGOS
GREGORY FRANK PARTALIS
JEFFREY MICHAEL STARK
Janine Keeperman
MATTHEW DAVID GRISHMAN
JAMES C GEBHARDT
JOSEPH BRIAN FUQUA
JOHN KENNELLY SPEES
TIMOTHY BRYAN MENEZ
JAMES EDWARD KOCH
GREGORY ALAN PETERS
DAVID JAMES LOWERY
ROBERT BRENNAN DAWSON
Joanna Christine Cryan Aiken
Matthew Alfonso Casatico
ROBIN LEOLA PATIN
VIRGIL JOHN THRELKELD
ERIC KEONE SLACK
DWIGHT DOUGLAS PETERSON
MILTON KENNETH GUZMAN

Within 25 miles of Moraga, CA, Best Investors lists 1,549 registered investment advisory firms with 2,601 offices nearby, managing about $34.2T in combined regulatory AUM across 3,743,463 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 Moraga

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 CAPTRUST 963 advisers $1.24T AUM 8 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM