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Best financial advisors in Novato, CA

Registered advisers within 25 miles of Novato, CA.

Offices
1,523
Firms
989
Combined AUM
$29.8T
Firm-wide filings, not assets booked only here
Clients
3.44M
3,442,951 clients when Item 5C has a number
Avg / client
$8.66M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
VALMARK ADVISERS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC WEALTH, INC.
EDWARD JONES
CHARLES SCHWAB & CO., INC.
HENNESSY ADVISORS, INC.
MCM WEALTH
BAUGHMAN FINANCIAL GROUP
WINANS INVESTMENTS
AMERIPRISE FINANCIAL SERVICES, LLC
BROOKSTONE WEALTH ADVISORS, LLC
KETRON FINANCIAL LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC

Investors

THOMAS BRIAN DAVIS
TIMOTHY JOSEPH RUSSELL
KRYSTALYNN MICHELE SCHLEGEL
Keith A Wheeler
KATHLEEN ROSE GRIFFIN CHASE
Mario A Pometta
Ian Simon Copple
JOHN ALAN REUSCHER
GEORGE H ELIAS
John Joseph Tornes
Patrick Giamanco
EDGAR DE LUNA
MICHAEL PATRICK DOLAN
BRIAN CAMERON CARLSON
Brian Jeffrey Jackson
MATTHEW CRENSHAW GROPP
KIRK EDWARD LOURY
JOHN KURT BAUGHMAN
STEPHANIE IRENE LARSON
GREGORY ALEXANDER NIKOLAIEFF
TROY MARTIN EVANS
KENDALL JAMES KRAMER
GARY BURGESS DUNNE
Glen Sherman Calkins
Courtenay A. Wise
Russell Wayne Ketron
KARIN DE MARIA ALVARADO
Chadwick Thomas Clarke
AARON MICHAEL COOPERBAND
GEOFFREY CARSON ADEN
SHAWN CAMPAS
DAVID CARTER WALTHER
ROBERT DOMONICKE WILLIAMS
Sherif Abdel-Hamid
KYLE TOMIK
SOHEIL ZAMANIANPOUR

Within 25 miles of Novato, CA, Best Investors lists 989 registered investment advisory firms with 1,523 offices nearby, managing about $29.8T in combined regulatory AUM across 3,442,951 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 Novato

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