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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

FOGHORN FUND GP, LLC
MONTY ASSET MANAGEMENT
FARM GIRL CAPITAL LLC
ELMWOOD WEALTH MANAGEMENT
AFFINITY CAPITAL ADVISORS LLC
FARMERS ASSET MANAGEMENT, LLC
ELLA FINANCIAL ADVISING
J.P. MORGAN SECURITIES LLC
FOG CITY ADVISORS, LLC
OSAIC WEALTH, INC.
EDWARD JONES
ARCHETYPE MGMT, LLC
LINCOLN INVESTMENT
TRILLIUM INVESTMENTS
HARBORLIGHT INVESTMENTS, LLC
WELLS FARGO CLEARING SERVICES, LLC
DEFILADE CAPITAL MANAGEMENT, L.P.
MARINER
CITIGROUP GLOBAL MARKETS INC.

Investors

SARAH GREEN
Juliana Moravy
MARC ALLEN ROTH
SHANNON STACY LEMON
ROBERT CHRISTOPHER GILLOOLY
RICHARD JAMES GREYWITT
ROBERT JON STAMPS BRADFORD
John Tanner Blatter
SEAN MARCUS KENMORE
JONATHAN MANZO-CARDENAS
William Beyer
ELIZABETH ELSA TAYLOR
Ann Chen
Jeff M Loventhal
Leon T Worthy
Douglas Nisen
Yudith Lizeth Macedo Jimenez
Ryan Stephen Leonard
SIULIENG CHEA-JEREZ
Thinh Thi Ngoc Nguyen
MARK KIRKHAM PINGREE
GRACE M REYES
Kyle Ashcraft
KARENA IRENE SCHWENK
ALISHA KATHRYN-SHIN BHARDWAJ
NIKHIL BHARDWAJ
CHRISTOPHER VINCENT SHEEHY
JASON ERROL DRAUT
SCOTT L POLAND
SCOTT LAURENCE LUMMER
JOSEPH JAMES SIMS
Alexis J Howard
HUIMIN Judy JIANG

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