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Best financial advisors in San Geronimo, CA

Registered advisers within 25 miles of San Geronimo, CA.

Offices
1,598
Firms
1,109
Combined AUM
$29.8T
Firm-wide filings, not assets booked only here
Clients
3.40M
3,402,517 clients when Item 5C has a number
Avg / client
$8.76M
Combined AUM ÷ clients

Nearby offices

Firms

LEUCADIA ASSET MANAGEMENT LLC
MORGAN STANLEY
JEFFERIES INVESTMENT ADVISERS LLC
CRESSET ASSET MANAGEMENT, LLC
FREESTONE CAPITAL MANAGEMENT, LLC
INVESCO ADVISERS, INC.
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
CITIGROUP GLOBAL MARKETS INC.
SENTRY ADVISORS, LLC
GENOA VENTURES, LLC
AVALON GLOBAL ASSET MANAGEMENT LLC
SHOREWIND CAPITAL LLC

Investors

KIRILL VASILYEV
CECILIA MONTOYA
BESS A MCKAY
KELLY ANN TUCKER
CURTIS ALLAN PETERSON
ARNOLD DORADO SULIGUIN
JOSEPH MATTHEW MARINCIK
NATALIE BUNIATYAN
Gregory Kaplan
Joseph Henry Niehaus
HEATHER LEIGH PELANT
Erik Ralston
RILEY BARR
MICHAEL LEE ALLARD
SAMUEL PUN
Madeleine Del Santo
SARAH SIMON
Corey Douglas French
SEAN MCKEON
DANIEL VICTOR COZANO
Craig Valdes
Daniel Roland
Kristen L Curtis
Andrew Ciampa
Ryan Parry
Steven Moone
DAVID JOSHUA ROCKMAN
Cindy Xiuchan Li
JONATHAN LEMOS
MERCEDES DELS HERRERA
YU QIAO
ELIZABETH A LY
SUSANNA L HAN
ALEXANDER HIXON FLAGG
GREGORY SUTTON POWELL

Within 25 miles of San Geronimo, CA, Best Investors lists 1,109 registered investment advisory firms with 1,598 offices nearby, managing about $29.8T in combined regulatory AUM across 3,402,517 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 Geronimo

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