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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

AGFUNDER GP IV, LLC
AGFUNDER ADVISORS, LLC
STRUCTURE CAPITAL MANAGEMENT, LLC
STRATMINDS VC
PETRA VENTURES, LLC
LPL FINANCIAL LLC
MAIDEN LANE VENTURES II , LLC
MAIDEN LANE VENTURES, LLC
CHEQUERS FINANCIAL MANAGEMENT LLC
MACHINA VENTURES, LLC
010118 MANAGEMENT, L.P.
ACREW DIVERSIFY CAPITAL MANAGEMENT, L.P.
ACREW CAPITAL MANAGEMENT, L.P.
ARTIS VENTURES MANAGEMENT, L.P.
AVF MANAGEMENT LLC
CETERA INVESTMENT ADVISERS LLC
A-STAR PARTNERS, LLC
J.P. MORGAN SECURITIES LLC
GOOD FRIENDS, LLC.
ATLAS CAPITAL ADVISORS INC.

Investors

William GEORGE Vlahos
MICHAEL VELZO
ELAINE QUN YU
GRAHAM CHARLES GREEN
CHRISTOPHER ROBERT OWEN
LOUISE CLARE FUNG
Nicole Anne Tanenbaum
Jakob Kekaimalu Adams
Rodney Rodriguez La Fleur
PATRICIA ANN DELGRANDE
MEGAN ELISE GORMAN
REED WILLIAM MCCUE
Yukun Wang
Natalie Azmi Masarweh
JACK YUSHENG LIN
Timothy Kwong
Iriana Belen Lee Hung
MAN TAT TAI
JIAQIAN LIAN
STANLEY TOY
ALBERT JOSEPH GUTIERREZ
JOHN SOLARI BAKER
JONATHAN EVAN TUNNEY
KENNETH JOHN FRIER
Daniel Krebs
Gino Garcia
LESLIE ANN KRAMPERT
Russell Reed Silvestri

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