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Best financial advisors in Orinda, CA

Registered advisers within 25 miles of Orinda, CA.

Offices
2,568
Firms
1,547
Combined AUM
$33.6T
Firm-wide filings, not assets booked only here
Clients
3.73M
3,733,851 clients when Item 5C has a number
Avg / client
$9.00M
Combined AUM ÷ clients

Nearby offices

Firms

MCDONALD CAPITAL INVESTORS INC
WESPAC ADVISORS, LLC
PENSERRA CAPITAL MANAGEMENT LLC
ENERGY INNOVATION CAPITAL MANAGEMENT, LLC
CROSSPOINT CAPITAL MANAGEMENT
PENSERRA GLOBAL INVESTORS LLC
PENSERRA WEALTH MANAGEMENT
MB INMAN INVESTMENT ADVISORS, LLC
MCM ADVISERS, LP
CHOREO, LLC
PARAGON ASSET MANAGEMENT INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
HIGHTOWER ADVISORS, LLC
PARK PLACE WEALTH ADVISORS, INC
OSAIC WEALTH, INC.
GARUDA VENTURES MANAGEMENT, LLC
ASAGE FINANCIAL LLC
BIG 7 VENTURES MANAGEMENT, LLC

Investors

WILLIAM KIM
GREGORY JOSEPH CHRISTIAN
JOHN COLE WILLIAMS
TIMOTHY K CHAN
THOMAS CHRISTOPHER LAMBERT
JORGE NMN MADRIGAL
Katherine Sarah Drury
LEE WILSON GEIGER
DUSTIN ALLEN LEWELLYN
ANTHONY NMN CASTELLI
KEVIN PATRICK MCLAVERTY
ERNESTO DAVID TONG
CHRISTINE MARIE JOHANSON
Amy Alba
ANTHONY SALVATORE CANTANDO
Andrew LANCASTER
KATALIN OSVATH GINGOLD
Sean O'Toole
MICHAEL BONNER INMAN
ROBERT DANIEL PERUSSINA
Joanna Christine Cryan Aiken
Matthew Alfonso Casatico
ROBIN LEOLA PATIN
EUGENE YUNG CHING CHOW
KATHY J SOWL CHELINI
MARK PASSALACQUA
JUSTIN TYLER WADE PRIBILOVICS
DAVID PEARCE CLARKE
MICHELLE NICOLAS POLLAK
SCOTT MICHAEL POLLAK
NANCY TRAN Laroco
Marcella Jennifer
Diego Andres Clavijo Arnez
Laurie Ann Marks
Vernon Ka Leung Yu
William Colton Wright
DANIEL J GANNETT
ALEXANDER Daniel GANNETT
ROCKNE STUART SCHATZ
JOHN GERARD CALLAGY

Within 25 miles of Orinda, CA, Best Investors lists 1,547 registered investment advisory firms with 2,568 offices nearby, managing about $33.6T in combined regulatory AUM across 3,733,851 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 Orinda

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 CAPTRUST 963 advisers $1.24T AUM 8 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM