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Best financial advisors in Point Richmond, CA

Registered advisers within 25 miles of Point Richmond, CA.

Offices
2,211
Firms
1,354
Combined AUM
$31.3T
Firm-wide filings, not assets booked only here
Clients
3.73M
3,727,291 clients when Item 5C has a number
Avg / client
$8.41M
Combined AUM ÷ clients

Nearby offices

Firms

KINGSFORD CAPITAL MANAGEMENT, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC
WEN CAPITAL ADVISORY GROUP, INC.
WADA CAPITAL MANAGEMENT, LLC
ASYMMETRY VENTURES ADVISORS, LLC
POINT SUR INVESTORS LLC
DGA CAPITAL, LLC
CITIGROUP GLOBAL MARKETS INC.
HARBORLIGHT INVESTMENTS, LLC
WELLS FARGO CLEARING SERVICES, LLC
LAVA CREEK CAPITAL MANAGEMENT, LLC
CWM, LLC
EDWARD JONES

Investors

Moises Ismael Ramirez
JEFFREY ALLAN MARKS
JIN CHENG Darrin WU
Adrian Jan Kula
Akgaukhar Nuskabayeva
MILA NUES COFFEY
JASON ANTHONY DONDERO
WENJING HE
SAKAE WADA
ZOUBIR BELKACEMI
Di Wu
ERIC CHAN
HUIMIN Judy JIANG
CHRISTOPHER VINCENT SHEEHY
JASON ERROL DRAUT
SCOTT L POLAND
KONRAD JACOB KUCIEJ
BRIAN LYNN EISENBARTH
BRADLEY ALLEN DILLON
JOHN FRANCIS HARTY
Kyle Ashcraft

Within 25 miles of Point Richmond, CA, Best Investors lists 1,354 registered investment advisory firms with 2,211 offices nearby, managing about $31.3T in combined regulatory AUM across 3,727,291 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 Point Richmond

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 8 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM