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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

UPLIFTING CAPITAL
TURNER FINANCIAL GROUP, INC.
MONEY CONCEPTS CAPITAL CORP
LPL FINANCIAL LLC
FARTHER
RAYMOND JAMES & ASSOCIATES, INC.
J.P. MORGAN SECURITIES LLC
LYLE & FORSYTH INVESTMENT MANAGERS
REDWOOD FINANCIAL ADVISORS, INC
PINNACLE RETIREMENT & FINANCIAL PLANNING
EQUITABLE ADVISORS, LLC
GLOBAL RETIREMENT PARTNERS LLC
MILES BROWN ASSET MANAGEMENT
MERITAS WEALTH MANAGEMENT, LLC
REDWOOD GROVE WEALTH MANAGEMENT
EDELMAN FINANCIAL ENGINES
ALPHA WEALTH MANAGEMENT AND PLANNING LLC
STONEBRIDGE FINANCIAL GROUP

Investors

GARY FORREST THOMAS
Joseph Francis Murphy
William JOHN Lukach
MICHAEL CRAIG MINK
JONATHAN GREGORY TULL
JUSTIN TREVOR ADAMS
MARK JOEL RUBIN
SHANNON KUYKENDALL BENNETT
LEE MICHAEL COHEN
LENA MARIE TROTTER BEASLEY
MICHAEL TAKEO ARIYOSHI
MELINDA ANN FISHEL
BRETT ADAM GOLDSTEIN
Keith A Wheeler
Qui Hoa Hua
Jonathan Perez
Nicholas Knudsen
ROBERT LOUIS MARGETIC
NANCY CARROLL TATTERSALL
ANTHONY ARGUELLES TRIAS
David Robert Krimm
DANIEL MONTESE BROWN
KENNETH CHARLES GOTT
Jacqueline Kendall Remar
GREGG ERIC CLARKE
TIFFANI RAE CLARKE
Jennifer Shirley Arbini Bahi
Cristi Marie Tanner
TANYA KOREEN STEINHOFER
DANIEL CURTIS TRIPP
CAMERON OTT
Katherine Ann Creed
WILLIAM CARL BOMAR
PENNY CHIN BACHARACH
ANDREI NICOLAI JIGALIN
Blair Lawton Martin
Marcus Nilsson
KYLE SINGLETON
MICHAEL GARRIGAN
ROBERTA LYNN BECHTEL
CHRISTOPHER WORTHINGTON
NICHOLAS IMBIMBO
Michael Joseph Worthington
NICO TAYLOR RUSSO
KYLE BRYAN DANIELS
Julian Goodman
MITCHELL LOUIS BORTOLOTTO
JAMES RODNEY WHITE
DANIEL WILLIAM WORTHINGTON
CHARLOTTE ANN SLOAN

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