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Best financial advisors in Stinson Beach, CA

Registered advisers within 25 miles of Stinson Beach, CA.

Offices
1,699
Firms
1,167
Combined AUM
$29.9T
Firm-wide filings, not assets booked only here
Clients
3.40M
3,404,593 clients when Item 5C has a number
Avg / client
$8.78M
Combined AUM ÷ clients

Nearby offices

Firms

CITIGROUP GLOBAL MARKETS INC.
OPEN DOOR INVESTMENT MANAGEMENT LTD.
DUNLAP EQUITY MANAGEMENT, LLC.
JSVK MANAGEMENT, LLC
BAPCD, INC.
FIAT LUX FINANCIAL PLANNING
CARBON REMOVAL PARTNERS (USA) LLC
MIGHTY CAPITAL MANAGEMENT LLC
WELLS FARGO CLEARING SERVICES, LLC
KARL KAPITAL
EMBARCADERO FINANCIAL GROUP
PARALLAX VOLATILITY ADVISERS, L.P.
SONEN CAPITAL LLC
TROOPER CAPITAL MANAGEMENT LLC
ONE CAPITAL MANAGEMENT, LLC
J.P. MORGAN SECURITIES LLC
ON INVESTMENT MANAGEMENT CO
WEBB INVESTMENT NETWORK MANAGEMENT, LLC
SPIDER CAPITAL
LPL FINANCIAL LLC

Investors

Cindy Xiuchan Li
JONATHAN LEMOS
MERCEDES DELS HERRERA
YU QIAO
CARTER WESLEY DUNLAP
KATHLEEN MELODY WILUSZ
Majdi Fayad Khatib
MAI BUI GIGLIOTTI
Corey Douglas French
SEAN MCKEON
DANIEL VICTOR COZANO
Craig Valdes
Daniel Roland
Kristen L Curtis
Andrew Ciampa
Ryan Parry
Steven Moone
DAVID JOSHUA ROCKMAN
LAWRENCE KURT WEISS

Within 25 miles of Stinson Beach, CA, Best Investors lists 1,167 registered investment advisory firms with 1,699 offices nearby, managing about $29.9T in combined regulatory AUM across 3,404,593 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 Stinson Beach

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