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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

CAPITAL TRUST ADVISORS
HUTCHINSON & ZIEGLER FINANCIAL ADVISORS, INC.
MADDEN CREEK ADVISORS
THE WEALTH CONSULTING GROUP
OSAIC WEALTH, INC.
MML INVESTORS SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
WELLS FARGO CLEARING SERVICES, LLC
MERITAS WEALTH MANAGEMENT, LLC
REDWOOD GROVE WEALTH MANAGEMENT
EDELMAN FINANCIAL ENGINES
ALPHA WEALTH MANAGEMENT AND PLANNING LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
RAYMOND JAMES & ASSOCIATES, INC.
MARIN WEALTH ADVISORS LLC
UPLIFTING CAPITAL

Investors

SANFORD PHILIP LOWENGART
DAVID ANDREW MCINNIS
ANDREW ARTHUR ZITTELL
RHONDA SUZANNE HACKER
JULIE ANN CUTLER
MELANIE ELIZABETH WHITEHEAD
Nicole Elizabeth Sedano
KATHRYN LOUISE FITZGERALD
GREGORY DEAN SOULSBURG
Justin Andrew Meyer
GEORGE IRVING LAMBRIX
Robert Anthony Lockhart
GHASSAN C HOWELL
SHAAN RAJA
KENNETH CHARLES GOTT
Jacqueline Kendall Remar
GREGG ERIC CLARKE
TIFFANI RAE CLARKE
Jennifer Shirley Arbini Bahi
Cristi Marie Tanner
TANYA KOREEN STEINHOFER
DANIEL CURTIS TRIPP
CAMERON OTT
Katherine Ann Creed
WILLIAM CARL BOMAR
PENNY CHIN BACHARACH
ANDREI NICOLAI JIGALIN
JAMES PATRICK COSTELLO
STEPHANIE SUE OLSON
ROBERT REED
JUSTIN TREVOR ADAMS
MARK JOEL RUBIN
SHANNON KUYKENDALL BENNETT
LEE MICHAEL COHEN
LENA MARIE TROTTER BEASLEY
MICHAEL TAKEO ARIYOSHI
MELINDA ANN FISHEL
BRETT ADAM GOLDSTEIN
ROBERT CHARLES HUNTER

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