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Best financial advisors in Pleasant Hill, CA

Registered advisers within 25 miles of Pleasant Hill, CA.

Offices
2,131
Firms
1,300
Combined AUM
$32.8T
Firm-wide filings, not assets booked only here
Clients
3.73M
3,732,754 clients when Item 5C has a number
Avg / client
$8.80M
Combined AUM ÷ clients

Nearby offices

Firms

WRIGHT FINANCIAL, LLC
ASCENSION WEALTH PARTNERS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LPL ENTERPRISE, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
KESTRA ADVISORY SERVICES, LLC
MML INVESTORS SERVICES, LLC
WAGNER LOFTIN INVESTMENT SERVICES LLC
500 KIMCHI MANAGEMENT COMPANY LLC
500 GLOBAL
OWL AND ORE WEALTH PLANNING
ALE LLC
CETERA INVESTMENT ADVISERS LLC

Investors

MATTHEW THOMAS WRIGHT
KORY KENNETH SWEKLA
MICHAEL RICHARD SAPPINGTON
CHELSEA ANN BRACKETT
Belma Mirvic
Amy McKillip Wasser
HISASHI SANO
KUANG SIV TE
JAMES WILLIAM AGRUSA
DANTE ROBERT CIONI
Michael Allen Fredrick
Salomon Cazares
Alejandro Saavedra
Sylvana Youssef
RAJ ALAGAPPAN NATARAJAN
ROLANDO AGUIRRE SAPANTAY
Wenjun Luo
FRANK JOSEPH EVANGELIST
DANIEL ALAN GARFIN
JOHN ANDREW HOHMAN
RAYMOND KEITH ADAIR
ANDREW J THIERMANN
Woojin Shin
STEVEN RICHARD SEROTTE
Nityesh Arumugam
IRVIN HAN HU
Albert Jiray Sung
Andrew Earl Howard
Nathan Powell
ANKUR Reddy VANTERU
MARK CHRISTOPHER LOFTIN
GREGORY ALEXANDER GORSKI
SAMMY KUO CHIANG SUNG
GERALD GILBERTO GUINTU
RONALD JOSEPH WAGNER
STEVE DON LOFTIN
JILL ANN GUINTU
JOEL A FABER

Within 25 miles of Pleasant Hill, CA, Best Investors lists 1,300 registered investment advisory firms with 2,131 offices nearby, managing about $32.8T in combined regulatory AUM across 3,732,754 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 Pleasant Hill

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