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Best financial advisors in Ross, CA

Registered advisers within 25 miles of Ross, CA.

Offices
1,792
Firms
1,209
Combined AUM
$30.0T
Firm-wide filings, not assets booked only here
Clients
3.41M
3,405,667 clients when Item 5C has a number
Avg / client
$8.81M
Combined AUM ÷ clients

Nearby offices

Firms

WINSHIP WEALTH PARTNERS
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
OSMIUM PARTNERS, LLC
MARIN BAY WEALTH ADVISORS, LLC
WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
REICHER CAPITAL MANAGEMENT, LLC
AMERITAS ADVISORY SERVICES, LLC
J.P. MORGAN SECURITIES LLC
INTEGRATED WEALTH CONCEPTS LLC
HUTCHINSON & ZIEGLER FINANCIAL ADVISORS, INC.
MADDEN CREEK ADVISORS
THE WEALTH CONSULTING GROUP
CAPITAL TRUST ADVISORS
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EDWARD JONES
STIFEL, NICOLAUS & COMPANY, INCORPORATED

Investors

CRAIG STEPHEN SLAYEN
SEAN NEZAR ALI
GREGORY PAUL CLEARY
DMITRY VLADIMIROVICH LEYKIN
JEFFREY D RANKE
BESART MORINA
TEUTA MORINA
PETER MARTIN TURNBAUGH
KEVIN M TURNBAUGH
Talyn Mitchell
Nicholas Knudsen
MICHAEL BLACKSBURG
GHASSAN C HOWELL
SHAAN RAJA
DAVID ANDREW MCINNIS
ANDREW ARTHUR ZITTELL
SANFORD PHILIP LOWENGART
Timothy Eugene Warren
Patrick Bell
MATTHEW AARON HODUS
KENNETH LAURANZANO
Michael J Heckmann
Alexander Joel Heckmann
Peter Albert Goudy
CATHERINE B CHOI
COLIN Edward Austin WELLS
JEFFREY JAMES WELLS

Within 25 miles of Ross, CA, Best Investors lists 1,209 registered investment advisory firms with 1,792 offices nearby, managing about $30.0T in combined regulatory AUM across 3,405,667 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 Ross

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