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Best financial advisors in San Anselmo, CA

Registered advisers within 25 miles of San Anselmo, CA.

Offices
2,069
Firms
1,312
Combined AUM
$31.6T
Firm-wide filings, not assets booked only here
Clients
3.50M
3,497,137 clients when Item 5C has a number
Avg / client
$9.04M
Combined AUM ÷ clients

Nearby offices

Firms

UBS FINANCIAL SERVICES INC.
WELLS FARGO CLEARING SERVICES, LLC
MORGAN STANLEY
ALLIANCEBERNSTEIN L.P.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
GOLDMAN SACHS WEALTH SERVICES, L.P.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
CALAMOS ADVISORS LLC

Investors

STEPHEN M DOHLER
SARA ANN DARMONI
DIANE FREE
KRISTIN SULLIVAN CHASET
NADIA FAWCETT
KAREY JAMES KLEIN
JAMES CHARLES LUGANNANI
West James Bowler
ROBERT GARY WHELAN
VICTOR NAZARENO VILLAGRACIA
BRADFORD PHILLIP SHAFFER
STEVEN ALBERT DAVIS
CHARLES B HULLEY
EVAN BRADLEY SWAIN
VICTORIA JEAN HARGROVE
CAESAR R. R RUEGG
VICTORIA KIT CHU
JORDAN DANIEL GERSCH
JAMES P SHEFFIELD
DANNY SETO
MICHAEL MCWHORTER
ROBERT CHRISTOPHER VALLECORSE
ARNOLDO SANTIAGO
KIM LIEN LE
PRIYA AGGARWAL
EAVENSON SUTRO HORTER
JEFFREY BICKNELL BURKE
DEAN C. CIVITELLO
KIMBERLY ANN TWOMBLY
PHILIP D TOPACIO
MICHAEL JOHN HARTMEYER
RYAN SATOSHI YAMAGUCHI
JOHN CHRISTOPHER BRUNELLO
RYAN NICHOLAS WOO
PATRICK RYAN DOWNS
Margaret Reaney Parker
SENNAI HAILE ABBAY
EWELINA KRUBNIK
ERIKA CHAN
Pierre Andre Sotero-Cabahug Volpe
Adam Vaughan Tait
Rachel Ann Berg
Nicholas Broback
Busra Cigner
Dominique Clements
Samantha Pham
Olga Kolin
McKenzie M Cooke
Ingrid Grace Hession
Yuqing Zhang
Adrianna Madeleine Carol Wirth
Vinicius Moreira Lanza
Gabrielle E'Lis Soto
Alec Marcus Umutyan
NANCY THERESA BARRETT
NORMAN ABRAHAM EPSTEIN
MATTHEW MICHAEL SIMI
JENNY A PAMOGAS-CANAYA
MICHAEL SIDNEY GROSSE
ELIZABETH HING WAI SACKETT
DAVID MICHAEL SHAW
ERIC BENZ
GARY SIU-HONG NG
Brandon R West
Ari Messenger
Chloe AnhThao Bui
ROLAND ANTOUN
Justin Qvistgaard
M KENNETH PENWELL JR.
HENRY III,HENRY WAGNER III
JOHN JOSLIN GARDINER
LINDA WISE CAMPBELL
BARRY DENNIS MCMULLAN
PETER DURK BROWNE
MICHAEL WOOD JAMIESON
DENIS GEORGES ROY
JAMES EVAN HULBURD
JEFFREY PAUL NASH
MICHAEL THOMAS YOCHUM
DIANE NOMURA ENDO
PAUL ADRIAN KROMHOUT
MARGERY FONG ECKERLY
Rylee Marie Desin
PAUL D KATERNDAHL
Andrew Joseph Senna
Cosmo Charles Hahn
JAMES DONNELL KLEIN
ANA RAZEL SANTARINA
JEFFREY CHOW
CANDICE ELLEN SOUTAS
JULIAN S QUASHA
MARK JOSEPH TREMAINE
EREKLE CHANTURIA
JASON THOMAS WHITEHEAD
SAMANTHA JAZMINE SHUBERT
SANFORD MICHAEL KATZ
JOSEPH LAWRENCE CONNER
PATRICK PAUL SHANNON
Matthew Shriber
STEPHANIE B WERDEN
NICOLO RAY MANLAPAZ
CYNTHIA T PICHA
DAVID MUCHA
EDDIE ZALAYET
APRIL LAHOMA THOMPSON
ANTONIO RIVERA
MICHAEL EDWARD EICHINGER
DAVID PAUL JONAS
MICHELLE JOAN WENDLING
JOHN W KELLY
MELODY LYNN WILEY
PATRICK PAUL SHANNON JR
CHASE AUSTIN STACKER
ERIC MAXIMILIAN KOENKER
KATTIE YEIN PHAM
CRAIG ALAN BEATTIE
MONICA MARIE AMBROSE
TONY LARRY SMITH
ROSANNA TOKAR
SHANNON GARTLAND PIDGEON
Daniella K Jordan
JAKE AUSTIN HARRISON
DANIELLA CHRISTINE MAAG
JOHN WALSH
ANN MARIE FITZPATRICK
KATHERINE LENA LEE
ROBERT PAUL GEHLEN
LORI SIU KWOK
CRAIG ERIC ISAACSON
AARON MICHAEL CANALE
MICHAEL THOMAS MEYERS
BERIT SUBA
JESSICA E WEISS
JOHN PATRICK GARTLAND
STEPHEN JAMES DONELAN
ANDY MURPHY
WILLIAM XENOPHON GEORGIADIS
ROBERT FRANCIS HAMILL
FIONA A LAM
KATELYN OWEN GIAMPAOLI
MICHELLE CHAVEZ
DANIEL LAYTON HENKE
ANTHONY ALEXANDER CLIFFORD
JUDY MATHEW
BRUCE THOMAS MCMILLAN
ALICE DOUGLAS PIDGEON
SCOTT JONATHAN SINCLAIR
LESLIE RACHEL TYLER
AIMEE ELLEN KAROL
HOWARD ADLER
BAHRAM BEHRAY
WILLIAM TERRELL
KEVIN JOSEPH SCHAEFER
ANN VALERIE WONG-KRUSE
LAWRENCE HENRY SMITH
ROHIT DHAWAN
THOMAS DENNY BOYS
JAMES FIRTH DOWLEY
ALEXEY BULANKOV
Gavin S Resnick
JENNIFER LEE BENSON
ANTON CAMILLE DELATEUR
KYLE MCKENZIE
TAYLOR NICOLE VAN VLACK
FUNG YEE GEORGIANA SUEN
ALICE W. CHAN
SHIRLEY CHU
OMAR BRYANT LIU
James Chen
Leslie Wan
VIVIAN JUN LU
Harry Zhang
Yiting Wang
VICTOR KAY TAN
AARON JOEL MENDELSON
KHALIL CURI HANNA
ALICIA W LOO
CARLA M CHEN
SHELLY Xiao Yan HUANG
ANITA En LAM
STEVEN XIAOGUANG SUN
ECHO MJ CHEN
SANDRA Y CHIU
SANDY FUNGSHAN CHAN
ANA DIAZ
DEBI C CHEN
PAULINE PUI YUEN CHU
YUPAN WEN
DAPHNE CHI
XI QIAO
PATRICK JOSEPH FILICE
CHIUHANG CHAN
SINGMAN SIU
Danyi Gu
Shouquan Huang
Jing Guo
Veronica L Wang
YU ZHANG
GUOAN LIU
Chung Yan Ho
ZI WANG
Yujun Qian
JULIA WAN
Susan Hon
HSIN-YEN SUNNY NEILON
HSIU-HSIN YAO
Graham Hunter Peek
MEGAN ZHANG
JIA LIANG ZHOU
Jiaxing Huo
Ruonan Hu
Xiaolin Cai
BENJAMIN YINGHANG LAM
CONNIE HONG CHENG
Bryan Sanchez
Sabrina Suen
JOHN KWANG
Wing Sze Wincy Yung
Owen Yiran Xie
JAMES JOSEPH SHEA
Allison Hart
Xin Li
Kin Kwan Man
LUIS ALBERTO ROBLES
Sivan Loren Sack
ALEC C LEVY
Caroline Gartland
JEFFREY JOHN KRAGEL
RUCHI VINOD PATEL
Ian Patrick Matthias Schaser
Emily Trinh Jacobsen
Robert James Kraut
Stephany Omote Swisher
Arnoldo Trionfi
KYLE FREDRICK LUSTENBERGER
RYAN MATTHEW REHNKE
Rases Maryam Habra
MICHAEL RICHARD WILLIAMS
Charles George Faurot
Baran Alaeehosseini
Cullen D Kafka
Trenton Matthew Dardick
Kevin Thomas Fryc
Timothy Jay Humphries
Katherine Marie King
Tatiana S Cluver
Michael Monick Goodman
ROBERT HENRY PRION
SALMA G ZAHR
CLAIRE MARIE GUIDO
DENNIS NEPOMUCENO
STEPHEN S SCHILLING
DANIEL BERNARD EAGAN
KEVIN DAUSCH
STEVEN GENE MORGAN
PETER CHURCH TURNER
KAREN MIRAN PARK
EDWARD J WENRICK
JOSEPH DYLAN MALOT
NICHOLAS TONY TARRAB
DANIELLE BROUDE YOKELL
Erin M Storey
ANDREW MICHAEL HESS
JAMES HUDSON LLOYD
GRANT A EINHORN

Within 25 miles of San Anselmo, CA, Best Investors lists 1,312 registered investment advisory firms with 2,069 offices nearby, managing about $31.6T in combined regulatory AUM across 3,497,137 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 San Anselmo

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