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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

INITIATE VENTURE PARTNERS FUND I, L.P.
ALOFT VC LLC
MHS CAPITAL MANAGEMENT III, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
ORION PARTNERS, LLC
J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
COMMONWEALTH FINANCIAL NETWORK
CHARLES SCHWAB & CO., INC.
U.S. BANCORP ADVISORS, LLC
META HEALTH CAPITAL, LLC
FIDERE
CETERA INVESTMENT ADVISERS LLC
VISION CAPITAL INVESTMENT MANAGEMENT, INC.
LIQUID 2 VENTURES, LLC
NAND CAPITAL, INC.
STOVELL AI SYSTEMS

Investors

Andrew D Vasquez
Curtis E Floyd
DAVID MORRIS VISHER
ANNIE HA
ARBEN ARIFI
Kevin Suarez
Mari Eisenman
CUONG T OUM
PAUL OSCAR SOLORZANO
Allen Chuckman Lee
Yuan QI
AMINTA ANGELA ROMERO-DUNKLE
THERESA HSIAO-HSIN CHAO
JUBISA MONTES
HELEN YANG
CHASE ROBERT GOULART
Ryan Wahl
GERALD MATTHEW CLONEY
Mathias Paul Simon Picot
Sarah Catherine Herde
JOSEPH BATTISTA GUERRA
Xiaodong Miao
ROBERT HARRY STUTCH
ADRIENNE A RADAKOVIC
MABEL CHAN
BERENICE SANCHEZ
MAKSYM PYLYPENKO
DAVID SOUNGKWON KIM
JAMES BUCKNER STOVELL

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