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Best financial advisors in N Richmond, CA

Registered advisers within 25 miles of N Richmond, CA.

Offices
2,211
Firms
1,354
Combined AUM
$31.3T
Firm-wide filings, not assets booked only here
Clients
3.73M
3,727,291 clients when Item 5C has a number
Avg / client
$8.41M
Combined AUM ÷ clients

Nearby offices

Firms

SHOREPINE WEALTH MANAGEMENT, LLC
FATA FINANCIAL
J.P. MORGAN SECURITIES LLC
MEGALITH
HIGHTOWER ADVISORS, LLC
SLEWGRASS PARTNERS LLC
ECHO RIVER CAPITAL LLC
AFFINITY CAPITAL ADVISORS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
NORTHERN CALIFORNIA FIDUCIARY ADVISORS, LLC
SIM ORPHAN, LLC
WELLS FARGO CLEARING SERVICES, LLC
MASON & ASSOCIATES, INC.
BONDBLOXX
TAMALPAIS ASSET MANAGEMENT
PANORAMIC CAPITAL, LLC
FORT BAKER CAPITAL MANAGEMENT LP
SHEPHERD STREET ADVISORS

Investors

Marc William Lieberman
PATRICIA FATA
Mike Worthington
RAYMUNDO-OTHON FRANCO GALVEZ
Sam Chouli
PETER TODD LYON
Shawn Huynh
JOSE JIMENEZ
RICHARD JAMES GREYWITT
ROBERT JON STAMPS BRADFORD
John Tanner Blatter
SEAN MARCUS KENMORE
JONATHAN MANZO-CARDENAS
FRANK BURNLEY BLISS
Yen Trac
PEMA TENZIN
SCOTT DENNIS ASTER
ALLAN WILLIAM MOSKOWITZ
MICHAEL ANTHONY BRISTOW
WAYNE CAMERON BEST
BRADLEY SCOTT STEPHENS
Lincoln Thomas Wells
Katherine Joan McGee
ADAM PHILLIP SCHNEIBERG

Within 25 miles of N Richmond, CA, Best Investors lists 1,354 registered investment advisory firms with 2,211 offices nearby, managing about $31.3T in combined regulatory AUM across 3,727,291 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 N Richmond

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