Best Investors Account Sign in

Best financial advisors in Oakley, CA

Registered advisers within 25 miles of Oakley, CA.

Offices
655
Firms
283
Combined AUM
$17.0T
Firm-wide filings, not assets booked only here
Clients
3.33M
3,326,140 clients when Item 5C has a number
Avg / client
$5.11M
Combined AUM ÷ clients

Nearby offices

Firms

KAUZER CAPITAL MANAGEMENT, LLC
NAVOLIO & TALLMAN ADVISORS LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
CHANDLER ASSET MANAGEMENT INC
CHARLES SCHWAB & CO., INC.
STANCORP INVESTMENT ADVISERS, INC.
CASILIO LEITCH INVESTMENTS
WILLOW RUN CAPITAL
GOLDEN GATE ADVISORS, INC
MONVIA FINANCIAL L.P.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL FINANCIAL LLC
PERIGON WEALTH MANAGEMENT, LLC
J.P. MORGAN SECURITIES LLC
MML INVESTORS SERVICES, LLC
MARINER
BEACON POINTE ADVISORS, LLC
ALLWORTH FINANCIAL, L.P.

Investors

TRAVIS R KAUZER
Jayant Garg
Monica Jean Lee
JEFFREY C MESSERSCHMIDT
John Edward Kennedy
David Scott Tallman
Irma Cayanan Toal
Celia Lau
Stephanie Patricia Ringrose
Josue Rodriguez Vargas
PATRICK KIERAN WILLIAMS
Jordan Garcia
ANEIL P MURTHY
MING XI LO
MIN DENG
Christopher David De Meyer
RANIA GEORGI ISRAEL
Megan Lee
McRae Grace
Owen Egermayer
LUKE JUNGWOOK LEE
SHENG-CHUN CHIU
LANCE ALLEN ROBERT CHUCK
RADHIKA SRINIVASAN
RAJANI GANGALVOI
Carlos Francesco Castro Vonk
David R Ninekirk
Jeffrey Brian Snyder
Lingyun Qian
Isaac Damien Cowen
JIE WOO
Yunlu Cao
Hannah Beatriz Amy Young
KENNETH RICHARD SCHLOSSER
COREY CHARLES CASILIO
WILLIAM ELTON LEITCH
DOUGLAS ARNOLD BUSER
MICHAEL BO HANSEN
PAMELA ANN JACOBS
HAROLD OSCAR LOWE
DAVID CARL BOBROWSKY
Ali Sotoodeh Rad
Mark Glenn Larkin
Todd Evan Melillo
WILLIAM EDWARD POLLAK
STEPHEN JAMES SPAROLINI
WILKO SCHUTZENDORF
DAMON PARSONS BECKER
Lou Chien Huang
HONGZE VICTOR CHEN
HYUN JOO PARK
STEPHEN SERCHEOW KOH
ELLY CHAN
CARMEN CHEUNG GOLDSMITH
FLORA K KAM
LESLIE J PETTINELLI
Patrick Ryan Quinn
Matthew Robert Sagers
MASATAKA WILLIAM SCANLAN
Zubin Abraham Thomas
GREGORY RAY WILLIAMS
JEFFREY DALE MILLER
TILLMAN PUGH
Arthur Burton
Charles JAMES Noriega
MICHAEL JOSEPH BINSWANGER
NEEPA V SHAH
ROBERT RANDALL NEMEC
HENRY HUNG DO
ANDREW CARLOS VASQUEZ
THOMAS WILLIAM FRITZE
Oyunkhand Tserennadmid
Jeremy William Moniz
Daniel Jeremi Smyth
Herbert Daniel Pease
PAUL FREDERICK BROWNSON
Hanna Ready
PHILIP AGLUBAT QUITORIANO
NICHOLAS STEVEN HENGL
MATTHEW KYLE TRAUB
Jared William Noland
JEANETTE SONYA NG URRUTIA
Kiana Mason
Richard M Del Monte

Within 25 miles of Oakley, CA, Best Investors lists 283 registered investment advisory firms with 655 offices nearby, managing about $17.0T in combined regulatory AUM across 3,326,140 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 Oakley

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM