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Best financial advisors in Richmond, CA

Registered advisers within 25 miles of Richmond, CA.

Offices
2,223
Firms
1,357
Combined AUM
$31.3T
Firm-wide filings, not assets booked only here
Clients
3.73M
3,727,343 clients when Item 5C has a number
Avg / client
$8.41M
Combined AUM ÷ clients

Nearby offices

Firms

AKKADIAN VENTURES, INC.
GC WEALTH MANAGEMENT RIA, LLC
X/SEED CAPITAL
ROSENBLUM SILVERMAN SUTTON SF INC
ATLAS PEAK CAPITAL
KAPOR CAPITAL MANAGEMENT COMPANY L.L.C.
ALPHA WEALTH MANAGEMENT AND PLANNING LLC
WELLS FARGO CLEARING SERVICES, LLC
AKRAM M. OMARI, CPA
J.P. MORGAN SECURITIES LLC
FINVEST
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BREAKOUT MANAGEMENT, LLC
WESPAC ADVISORS, LLC
SITUATIONAL AWARENESS LP
MML INVESTORS SERVICES, LLC
PROGRESSION MANAGEMENT, LLC

Investors

Scott Lachlan Lee
DAVID STEVEN BRESLIN
Alexandra Rueb
Cearull Jack Horgan
Michael Ken Kato
Richard Y Chan
Ketan Desai
RILEY YANG
Sarah Joshi
Brian Stephen Leman
JOEL DANIEL STILWELL
HOLGER NMN BERNDT
Sherry Chan Karlsson
CHARLES THOMSON ANGLE
WILLIAM CARL BOMAR
PENNY CHIN BACHARACH
ANDREI NICOLAI JIGALIN
MEHRDAD AZARGOSHASB
CHRISTINE HONG WEI
AKRAM MOTIE OMARI
Vincent Pivirotto
DeHao Wang
SHEVICK AVALON VANDERWEY
RICHARD WAYNE ROMAN

Within 25 miles of Richmond, CA, Best Investors lists 1,357 registered investment advisory firms with 2,223 offices nearby, managing about $31.3T in combined regulatory AUM across 3,727,343 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 Richmond

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