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Best financial advisors in Olema, CA

Registered advisers within 25 miles of Olema, CA.

Offices
649
Firms
453
Combined AUM
$15.8T
Firm-wide filings, not assets booked only here
Clients
2.94M
2,938,880 clients when Item 5C has a number
Avg / client
$5.37M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL FINANCIAL LLC
HENNESSY ADVISORS, INC.
MCM WEALTH
BAUGHMAN FINANCIAL GROUP
WINANS INVESTMENTS
AMERIPRISE FINANCIAL SERVICES, LLC
BROOKSTONE WEALTH ADVISORS, LLC
SONOMA PRIVATE WEALTH LLC
SPECTRUM FINANCIAL MANAGEMENT
MARINER
MISSION WEALTH MANAGEMENT, LP
OSAIC WEALTH, INC.
WELLS FARGO CLEARING SERVICES, LLC
AQT CAPITAL MANAGEMENT, LLC
OHANA ADVISORS

Investors

Henry Hyun Choi
Jennifer Lynn Marshall
Robert D. Schulman
EDGAR DE LUNA
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
John Joseph Tornes
Patrick Giamanco
PHYLOS EMANUEL TOBLER
RICHARD CHARLES MORDESOVICH
Lauren Ashley Friedlander
BRENDA SUE FRIEDLANDER
Samuel Vasquez Gaeta
Brianna Nicole Hasbrook
JOYCE LEA FRANKLIN
GEORGE H ELIAS
Mario A Pometta
Ian Simon Copple
JOHN ALAN REUSCHER
DIEGO ALEJANDRO ALVAREZ
PAMELA ANN DEMARCO

Within 25 miles of Olema, CA, Best Investors lists 453 registered investment advisory firms with 649 offices nearby, managing about $15.8T in combined regulatory AUM across 2,938,880 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 Olema

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 BLACKROCK INVESTMENT MANAGEMENT, LLC 81 clients · 711 advisers $677B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM