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Best financial advisors in Port Costa, CA

Registered advisers within 25 miles of Port Costa, CA.

Offices
2,224
Firms
1,350
Combined AUM
$32.6T
Firm-wide filings, not assets booked only here
Clients
3.73M
3,729,947 clients when Item 5C has a number
Avg / client
$8.75M
Combined AUM ÷ clients

Nearby offices

Firms

U.S. BANCORP ADVISORS, LLC
BLUESPRING WEALTH MANAGEMENT, LLC
ELEVATION WEALTH PARTNERS, LLC
FARM GIRL CAPITAL LLC
DAWSON INVESTMENT MANAGEMENT
D.A. FLOWERS & COMPANY, LLC
FUTURE COMMUNITIES CAPITAL
PRIME MERIDIAN CAPITAL MANAGEMENT, LLC
PARK, MILLER, LLC
KAUZER CAPITAL MANAGEMENT, LLC
NAVOLIO & TALLMAN ADVISORS LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
CHANDLER ASSET MANAGEMENT INC
FOG CITY ADVISORS, LLC
OSAIC WEALTH, INC.
SIERRA INVESTMENT PARTNERS, INC.
VALLEY WEALTH STRATEGIES, LLC
CASILIO LEITCH INVESTMENTS

Investors

Damian Blake Hayes
Fumi Suzuki
Tamim Naemi
DEBORAH NOROIAN MITCHELL
ANDREW PAUL KIRCHNER
BARRY NATHAN MENDELSON
STEPHEN LEE BLOCK
RYAN KENJI KOSAKURA
DEVIN WRAY HANSON
SARAH GREEN
ROBERT BRENNAN DAWSON
DAVID ANTHONY FLOWERS
JEREMY Tyson TODD
DONALD DAVID DAVIS
Jeffrey Lee Bottom
STUART JAMES PARK
JOHN MICALLY MILLER
EROL KENAN GOKBORA
Samara Hanson Velloo
TRAVIS R KAUZER
Jayant Garg
Monica Jean Lee
JEFFREY C MESSERSCHMIDT
John Edward Kennedy
David Scott Tallman
Irma Cayanan Toal
Celia Lau
Stephanie Patricia Ringrose
Josue Rodriguez Vargas
PATRICK KIERAN WILLIAMS
Jordan Garcia
ANEIL P MURTHY
Thinh Thi Ngoc Nguyen
MARK KIRKHAM PINGREE
GRACE M REYES
JOSHUA CHRISTIAN SCHEFERS
COREY CHARLES CASILIO
WILLIAM ELTON LEITCH

Within 25 miles of Port Costa, CA, Best Investors lists 1,350 registered investment advisory firms with 2,224 offices nearby, managing about $32.6T in combined regulatory AUM across 3,729,947 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 Port Costa

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