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Best financial advisors in Sausalito, CA

Registered advisers within 25 miles of Sausalito, CA.

Offices
1,962
Firms
1,336
Combined AUM
$30.5T
Firm-wide filings, not assets booked only here
Clients
3.62M
3,620,765 clients when Item 5C has a number
Avg / client
$8.42M
Combined AUM ÷ clients

Nearby offices

Firms

BLACK SUN, INC.
BIOVERGE FUNDS MANAGEMENT LLC
MILE 18 GENERAL PARTNERS, LLC
CYPRESS POINT INVESTMENT MANAGEMENT LP
GORDIAN WEALTH ADVISORS, LLC
GORDIAN CAPITAL MANAGEMENT, LLC
CERITY PARTNERS LLC
GELBOURNE CAPITAL PARTNERS, LP
THE INVESTMENT AND PHILANTHROPY CORPORATION
VERITY WEALTH ADVISORS, LLC
WESTEND CAPITAL MANAGEMENT, LLC.
ABUNDA FINANCIAL, LLC
VENTURE SCIENCE GP, LLC
PALO ALTO VENTURE SCIENCE LLC
BAKER STREET ASSET MANAGEMENT, LLC
APA GROUP LLC
MARIN BAY WEALTH ADVISORS, LLC
APERIO GROUP, LLC
GREEN STREET CAPITAL MANAGEMENT LLC

Investors

SCOTT PHILIP PETERS
WILLIAM EDWARD MCKENNA
ELLIOTT SAMUEL ELBAZ
MICHAEL ALLEN PHIPPEN
CHRISTOPHER K I AKAMINE
HARRISON GRIFFIN KIM
Catherine Lynn Conger
RITA W LEE
WINKY LIU
JESSICA LEE KOBALY
Cheryl Lynn Athas
MATTHEW BRICE KENASTON
ANNE PULLIAM JOHNSTON
BLAKE WILLIAM MCGINLEY
LAURIE FRIED
ROBERT EVAN OLIVER
RYAN PATRICK BECKLER
JACEY BRIANNE WEST
JANET LOUISE CAMPBELL
TECHI PUGEDA CARREON
AARON THOMAS LEONE
JOSEPH MICHAEL HABERMAN
JAMES PATRICK FITZMAURICE

Within 25 miles of Sausalito, CA, Best Investors lists 1,336 registered investment advisory firms with 1,962 offices nearby, managing about $30.5T in combined regulatory AUM across 3,620,765 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 Sausalito

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