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Best financial advisors in Uc Berkeley, CA

Registered advisers within 25 miles of Uc 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

BAG VENTURES, LLC
RECODE HEALTH VENTURES LLC
HANWHA ASSET MANAGEMENT (USA) LTD.
MONETARY MANAGEMENT CORPORATION
STRATUM JMA MANAGEMENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
JSVK MANAGEMENT, LLC
BAPCD, INC.
FIAT LUX FINANCIAL PLANNING
CARBON REMOVAL PARTNERS (USA) LLC
EARNED WEALTH ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
HANKE & APOLONIO WEALTH ADVISORS LLC
TRANSMEDIA CAPITAL, LLC
MINDSET CONSULTING (US) LLC
137 VENTURES MANAGEMENT, LLC
GROWTH STREET MANAGEMENT, LLC
WELLS FARGO CLEARING SERVICES, LLC
PRIME SET MANAGEMENT, LLC

Investors

WILLIAM STEVENSON BROWNE
MICHAEL OLE KOKESH
MICHELLE RENEE ALBERDA
Lois Wang
Eric Nels Lahtinen
GREGORY WILLIAM WARE
MORGAN ELIZABETH NICHOLS
KATHLEEN MELODY WILUSZ
NAVJEET SINGH CHAHAL
Dilnoor Kaur
Nitu Kumar
Sunita Pathak
Pooja Agarwal
Seema Saini
Lilly Zoltak
Roopali Cirillo
Wanda Wu
MANUEL RAGURO APOLONIO
MILO FISCHER HANKE
Majdi Fayad Khatib
MAI BUI GIGLIOTTI

Within 25 miles of Uc 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 Uc 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