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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

1919 INVESTMENT COUNSEL, LLC
EMBARCADERO FINANCIAL GROUP
PARALLAX VOLATILITY ADVISERS, L.P.
SONEN CAPITAL LLC
TROOPER CAPITAL MANAGEMENT LLC
ONE CAPITAL MANAGEMENT, LLC
J.P. MORGAN SECURITIES LLC
ON INVESTMENT MANAGEMENT CO
GALVANIZE CLIMATE SOLUTIONS LLC
NUMERAI
DIVCO WEST REAL ESTATE SERVICES, LLC
MHS CAPITAL MANAGEMENT III, LLC
WELLS FARGO CLEARING SERVICES, LLC
URBAN INNOVATION MANAGEMENT LLC
PHENOMENAL VENTURES LLC
BASE CASE MANAGEMENT, LLC
UPRISING MANAGEMENT, LLC
LANDED MANAGEMENT COMPANY, LLC
AXEVIL CAPITAL, LLC
8-BIT CAPITAL MANAGEMENT, LLC

Investors

ELIZABETH ANN JUSON
ELANA ALEXANDRIA BRUTMAN
JOHN RUSSELL ROBERSON
JAMES JOSEPH O'CONNOR
ERIKA DE LA ROSA HENNESSEY
LAWRENCE V ZARTARIAN
ANDREW JEROME RAND
Corey Douglas French
SEAN MCKEON
DANIEL VICTOR COZANO
Craig Valdes
Daniel Roland
Kristen L Curtis
Andrew Ciampa
Ryan Parry
Steven Moone
DAVID JOSHUA ROCKMAN
DEAN PATRICK CALVEZ
TOMOKAZU MAQUILING KUWAMOTO

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