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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

STRYKER FINANCIAL
D.A. FLOWERS & COMPANY, LLC
FUTURE COMMUNITIES CAPITAL
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
U.S. BANCORP ADVISORS, LLC
DEFILADE CAPITAL MANAGEMENT, L.P.
FUTURE FRONTIER CAPITAL, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WILLOW GROVE ADVISORS, LLC
BLUME CAPITAL MANAGEMENT, INC.
THE HOUSE FUND, LLC
ELLE CAPITAL FUND INVESTMENT MANAGER LP
CHARLES SCHWAB & CO., INC.
STRATEGIC ADVISERS LLC
HONTE ADVISORS LLC
VOLEON CAPITAL MANAGEMENT LP
CITIGROUP GLOBAL MARKETS INC.
LPL FINANCIAL LLC
Z21 VENTURES MANAGEMENT COMPANY, LLC

Investors

FARZAD KHOSHNOODI
DAVID ANTHONY FLOWERS
SALLY ANN HERSHEY
Lazena D Kelly-Andrada
Tyler Siv
Arleen-Grace Santos Vatuvei
Alfonso Madrigal Pantoja
KELEY RENEE PETERSEN
WING-YIN EMILY KONG
Laura M. Kohler
CLAUDINA ELIZEBETH CAMPBELL
Sarah Elizabeth Smith
JEFFREY VALENTINE ST. CLAIRE
PETER BRAY REIDENBACH
Samaya Patel
AMY STOEPLER THACHER
MIKE CHANG
SUNITA CHACHY JOSEPH
ALEJANDRO SOLORZANO SEGURA
Timothy Sweeney
RYAN OVERTON
Devenaire Delayne Wright
Raunak Thomas Joseph
Undralyn Cherae Williams-Reed
Justin William Allen
Zachary Klinke
BRANDON FONG CHENG
AMANDA LUONG
DAOUD KAYOUMI
KELSIE A. KAHN
NOAH RODRIGUEZ
RYAN CHRISTOPHER HERRERA
KEVIN R. STROMFELD
WENSHAN HE
HAMED RASHIDPOUR
MICHELLE TANG
YIA LEE
KARA Y CHAN
RODRIGO FLORES
MITCHELL Antonio FLORES
BRADEN WATSON
DARREN SCOTT TAGGART
Mark Lawrence Hortizuela Cortez
Sebastien Tomescu
EMMANUEL PABLO

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