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Best financial advisors in U C BERKELEY, CA

Registered advisers within 25 miles of U C BERKELEY, CA.

Offices
2,563
Firms
1,544
Combined AUM
$33.6T
Firm-wide filings, not assets booked only here
Clients
3.73M
3,730,537 clients when Item 5C has a number
Avg / client
$9.02M
Combined AUM ÷ clients

Nearby offices

Firms

MASON & ASSOCIATES, INC.
TAILWIND FUTURES
WELLS FARGO CLEARING SERVICES, LLC
NORTHERN CALIFORNIA FIDUCIARY ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
RO2 WEALTH
AI FUNDS
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CANONICAL CRYPTO MANAGEMENT, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
OSAIC WEALTH, INC.
J.P. MORGAN SECURITIES LLC
EDWARD JONES
FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC
EAGLE STRATEGIES LLC
THE RODA GROUP CLEAN TECH MANAGEMENT, LLC
THE RODA GROUP VENTURE DEVELOPMENT CO. LLC

Investors

ALLAN WILLIAM MOSKOWITZ
PEMA TENZIN
SCOTT DENNIS ASTER
Yen Trac
FRANK BURNLEY BLISS
eric kho
Ofer Wolfson
Dinh An Khuong Le
Alexander Michael Arnest
Yahweh Khao Sok
NANCY BERMAN EPSTEIN
JASON VITUCCI
Shawn Huynh
JOSE JIMENEZ
Benjamin Dakota Blake
Rachel LeAnn Munson Kossler
Sabina Li Pan
Joshua Wulkan
Terrence Chris Kotsatos
TAMMY JANE PLOTKIN-OREN
Ella Jeanette Plotkin-Oren

Within 25 miles of U C BERKELEY, CA, Best Investors lists 1,544 registered investment advisory firms with 2,563 offices nearby, managing about $33.6T in combined regulatory AUM across 3,730,537 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 U C BERKELEY

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 CAPTRUST 963 advisers $1.24T AUM 8 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM