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Best financial advisors in REDWOOD SHORES, CA

Registered advisers within 25 miles of REDWOOD SHORES, CA.

Offices
10
Firms
6
Combined AUM
$471B
Firm-wide filings, not assets booked only here
Clients
44.5K
44,474 clients when Item 5C has a number
Avg / client
$10.6M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
COMMONWEALTH FINANCIAL NETWORK
EDRIGAN, LLC
MCCARTHY ASSET MANAGEMENT, INC.
NAVIGATION GROUP LLC
TWIN LAKES CAPITAL

Investors

STUART QUINN HOSHIDE
STEVEN JOSEPH BLANDINO
STEPHEN PETER MCCARTHY
Ryan Stephen McCarthy
KAREN KELLER FRANCO
MIN GYO KIM

Within 25 miles of REDWOOD SHORES, CA, Best Investors lists 6 registered investment advisory firms with 10 offices nearby, managing about $471B in combined regulatory AUM across 44,474 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 REDWOOD SHORES

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 2 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 3 NAVIGATION GROUP LLC 5 clients · 3 advisers $1.01B AUM 4 MCCARTHY ASSET MANAGEMENT, INC. 2 advisers $422M AUM 5 TWIN LAKES CAPITAL 2 advisers $315M AUM