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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

OSAIC WEALTH, INC.
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
TAILWIND FUTURES
TRILLIUM INVESTMENTS
MONTY ASSET MANAGEMENT
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BLUE LION GLOBAL MANAGEMENT, L.P.
AI FUNDS
FARMERS ASSET MANAGEMENT, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
RO2 WEALTH
AUTHENTIC VENTURES INVESTMENT MANAGER, LLC
NORTHERN CALIFORNIA FIDUCIARY ADVISORS, LLC
ALPHA WEALTH MANAGEMENT AND PLANNING LLC
POINT SUR INVESTORS LLC

Investors

JASON VITUCCI
Jason Zahorenko
David Wootton
Lachlan Mor MacLean
ALISHA KATHRYN-SHIN BHARDWAJ
NIKHIL BHARDWAJ
Dinh An Khuong Le
Alexander Michael Arnest
Ofer Wolfson
William Beyer
Lazena D Kelly-Andrada
JEFFREY ALLAN MARKS
David E Siegel
eric kho
FRANK BURNLEY BLISS
Yen Trac
WILLIAM CARL BOMAR
PENNY CHIN BACHARACH
ANDREI NICOLAI JIGALIN

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