Best Investors Account Sign in

Best financial advisors in Princeton By The Sea, CA

Registered advisers within 25 miles of Princeton By The Sea, CA.

Offices
2,231
Firms
1,527
Combined AUM
$31.7T
Firm-wide filings, not assets booked only here
Clients
3.51M
3,514,067 clients when Item 5C has a number
Avg / client
$9.01M
Combined AUM ÷ clients

Nearby offices

Firms

UBS FINANCIAL SERVICES INC.
NORTHSIDE CAPITAL MANAGEMENT LLC
U.S. BANCORP ADVISORS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PORTFOLIA VENTURE MANAGEMENT, LLC
CATALYST PRIVATE WEALTH, LLC
ALPHA RUSH, LLC
NOVICE CAPITAL LLC
GOLDEN STATE ADVISORS, LLC
LPL FINANCIAL LLC
ZAPA INVESTING LLC
TANO CAPITAL, LLC
FRANKLIN ADVISERS, INC.
FRANKLIN ADVISORY SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
FORTITUDE VENTURES LLC
SAVANT PARTNERS, LLC

Investors

DINA MARIE HALL
TODD MATTHEW RINGOEN
AMANDA T WOO
JOHN FREDERICK YEAGER
STEVEN PAUL COX
JAMES A YEAGER
SCOTT GREGORY JOWER
Edward Richard van der Velden
Cynthia A Valencia
JOSEPH GALBRAITH
JOSHUA J YEAGER
Erin Elizabeth Adams
JOHN EDWARD PETRICK
JOHN D. MCDEVITT
ROBERT SCOTT ANDERSON
LUCILLE ANN DENOS
JOY HADSELL ELLISON
NORMAN ABRAHAM EPSTEIN
River Kisler
Pierre Andre Sotero-Cabahug Volpe
MICHAEL WOOD JAMIESON
KEITH GEORGE LISTER
LISA A ROSE
David Long Ellis
Jeffrey Cheng Ming Lu
Josh Ebadi
CHRISTOPHER INTHAVONG
Xiaoyan Zhou
Kyle W Burns
BRENDAN DIARMUID CONNAUGHTON
JOHN BRENTON DODD
BRYAN DAVID WILSON
Tamaki Kern Faneuff
MICHAEL KAICHUNG CHANG
EDWARD XIAOSHENG SO
Nickalus Christopher Ketcham
ORM LIMPISVASTI
Robert Zapantis
ShuWei Ouyang

Within 25 miles of Princeton By The Sea, CA, Best Investors lists 1,527 registered investment advisory firms with 2,231 offices nearby, managing about $31.7T in combined regulatory AUM across 3,514,067 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 Princeton By The Sea

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