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Best financial advisors in Moss Beach, CA

Registered advisers within 25 miles of Moss Beach, CA.

Offices
2,123
Firms
1,509
Combined AUM
$31.4T
Firm-wide filings, not assets booked only here
Clients
3.18M
3,181,460 clients when Item 5C has a number
Avg / client
$9.86M
Combined AUM ÷ clients

Nearby offices

Firms

BRETTON CAPITAL MANAGEMENT
CITRINE CAPITAL
SCRUM VENTURES LLC
MOMENT PARTNERS, LLC
LATITUDE CAPITAL
MIDAS CAPITAL MANAGEMENT
LEONIS CAPITAL PARTNERS, LLC
KIVA CAPITAL MANAGEMENT, LLC
SUMMIT TRAIL ADVISORS, LLC
WORLD INVESTMENT ADVISORS, LLC
SV ANGEL MANAGEMENT, LLC
OPEN DOOR INVESTMENT MANAGEMENT LTD.
DERIVE VENTURES
THAYER VENTURES
AUTOTECH MANAGEMENT, L.L.C.
PEAKVIEW CAPITAL
OSBORNE PARTNERS
AMERIPRISE FINANCIAL SERVICES, LLC
1919 INVESTMENT COUNSEL, LLC
DIGITX MANAGEMENT CO., LLC

Investors

Samantha Mockford
JIRAYR ROUBEN KEMBIKIAN
RYAN STERLING COLE
BRANDON MITCHELL HAGERLA
PATRICK JOSEPH HITCHCOCK
SCOTT H. HAMPTON
JASON WALKER COHEN
Erik Ryan Midas
JOHN WILLIAM SCARBOROUGH
DANIELA PEDLEY
THOMAS PETER PALECEK
TYLER DREW WALL
AARON MICHAEL SZAGER
DARIEN ANDREW TUNG
Timothy Chiochios
Christina Patel
ANDREW JAMES ANDRIKOPOULOS
ELIZABETH ANN JUSON
ELANA ALEXANDRIA BRUTMAN
JOHN RUSSELL ROBERSON
JAMES JOSEPH O'CONNOR
ERIKA DE LA ROSA HENNESSEY
LAWRENCE V ZARTARIAN
ANDREW JEROME RAND

Within 25 miles of Moss Beach, CA, Best Investors lists 1,509 registered investment advisory firms with 2,123 offices nearby, managing about $31.4T in combined regulatory AUM across 3,181,460 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 Moss Beach

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