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Best financial advisors in San Rafael, CA

Registered advisers within 25 miles of San Rafael, CA.

Offices
2,096
Firms
1,323
Combined AUM
$31.2T
Firm-wide filings, not assets booked only here
Clients
3.50M
3,497,009 clients when Item 5C has a number
Avg / client
$8.92M
Combined AUM ÷ clients

Nearby offices

Firms

INGALLS & SNYDER, LLC
CSUITE INVESTMENT LLC
CAYMAN CAPITAL MANAGEMENT, INC.
U.S. BANCORP ADVISORS, LLC
RIDGECREST WEALTH PARTNERS, LLC
LINCOLN INVESTMENT
CITIGROUP GLOBAL MARKETS INC.
DGA CAPITAL, LLC
SPITFIRE CAPITAL LLC
OSAIC WEALTH, INC.
AWR INVESTMENT MANAGEMENT, LLC
SEAGATE REALTY ADVISORS LLC
WESTHILL FINANCIAL ADVISORS, INC.
SHIRA RIDGE WEALTH MANAGEMENT
TRAN CAPITAL MANAGEMENT, L.P.
BAY CITY CAPITAL LLC
BAY CITY CAPITAL GF XINDE INVESTMENT MANAGEMENT CO
AMERIPRISE FINANCIAL SERVICES, LLC
STRATEGIC ADVISERS LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Investors

LISA RUTH JAMES
DENNIS BRIAN NOSS
Andres Ambrosio Vigil Camacho
CHRISTOPHER J COBLE
STEVEN KENT ROMJUE
DIANA LYN JOHNSON-BAUER
NICOLA TANG
GRIFFIN WOODS BARASH
TUCKER JAMES BARASH
NICHOLAS FAISON SAFRIT
KIRK MARTIN LUDWIG
MEGHAN MURPHY HYLAND
Samantha Lain Keeler
DIANE MARIE MCCRACKEN
MATTHEW FRANK TADDEI
HEIDI S MORSHEAD
Tuvshinjargal T Odeh
EMILY CHAN
RICHARD MONTOYA
ALPHONSE ALEXANDRE
MICHAEL YASIN
MARCUS LEWIS ALPHIN
PATRICK JOSEPH CARLIN
EDDY JOSEPH GUTIERREZ

Within 25 miles of San Rafael, CA, Best Investors lists 1,323 registered investment advisory firms with 2,096 offices nearby, managing about $31.2T in combined regulatory AUM across 3,497,009 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 Rafael

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