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Best financial advisors in Walnut Creek, CA

Registered advisers within 25 miles of Walnut Creek, CA.

Offices
2,334
Firms
1,385
Combined AUM
$33.3T
Firm-wide filings, not assets booked only here
Clients
3.74M
3,741,831 clients when Item 5C has a number
Avg / client
$8.89M
Combined AUM ÷ clients

Nearby offices

Firms

WELLS FARGO CLEARING SERVICES, LLC
EDWARD JONES
ECHO45 ADVISORS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
J.P. KING ADVISORS, INC.
TREEHOUSE WEALTH ADVISORS
HAWLEY ADVISORS
CETERA INVESTMENT ADVISERS LLC
SANCTUARY ADVISORS, LLC
FOCUS PARTNERS WEALTH, LLC
OSAIC WEALTH, INC.
CASTLE ROCK WEALTH MANAGEMENT, LLC
CAPITAL MANAGEMENT ADVISOR GROUP, LLC

Investors

IGOR KIPNIS
ADAM THOMAS LOVE
ROBERT ALLEN MORGAN
RODOLFO YANIER DURAN-CHAVEZ
MITCHELL LUM
GAIL ANNETTE COLEMAN
JEFFREY LAURANCE QUINTERO
KAREN ELIZABETH MCLELAND
DARRELL DENNIS PITTS
KENNETH HINGWAH CHAN
RICHARD BONAVITO
ELLEN BARBARA NEUMARK
JOHN PHILIP ROHAN
RICHARD DANIELS RUSSELL
GARY LUM
KEVIN THOMAS KITCHIN
Karl J Arias
JON E HENDERSON
SEAN MICHAEL O'BRIEN
GENECAR Z VIVO
Jason Qiu
JAMES MATTHEW SUTTON
COLE STEPHEN MATSUURA
Morgan Ann Hathaway
JESSICA LEE SCHAFER
JUSTIN WILLIAM DODSON
Jonathan Gonzalez
SCOTT NICOLAS HORTON
Alexis Whitney Olian
ANDREW GRATKE SKINNER
STACEY CHIN LIU
HALLIE ELIZABETH KRAUS
Christopher James Xiao Jun Ruane
DIANE SUSAN BOURDO
DANIEL VINCENT HAWLEY
CATHERINE ELIZABETH BRADFORD
LUIS ALFONSO ALMENDAREZ
BETTY WON LEE
CASEY LEE SCOTT PENA
JOSEPH CORNER
FABIAN NUNEZ
AUSTIN RICHARD BATISTA
KYLE THOMAS BRANHAM
BRIAN PAUL WESTCOAT
TERRANCE CHARLES MURRAY
ANTOINETTE CARMONA
Matthew Peterson
DAVID MATTHEW ALLEN
DOUGLAS R VILLING
JENNIE KERN HUNSBERGER
MICHAEL LAWRENCE WEINTRAUB
THOMAS JAMES ALDERSON
JOHN PAUL GREITEN
TIMOTHY MARK WOCHOK
Nicole Britina Badovinac
MARK BRANT BERTOLI
JOYCE ELINOR MOE
JAMES BLAIR LUIPPOLD
JENNIFER M MITCHELL
WILLARD M FOLSOM
DEAN OTIS LEONARD
Phillip Smith Gomez
JOSHUA ERICKSON
ROBERT MONTIERTH
Rebecca Dinneen
Thomas Richard McNell
PHILLIP HORACE CARDINALE
VINCENT MARTIN DINNEEN
TIMOTHY BRYAN MENEZ

Within 25 miles of Walnut Creek, CA, Best Investors lists 1,385 registered investment advisory firms with 2,334 offices nearby, managing about $33.3T in combined regulatory AUM across 3,741,831 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 Walnut Creek

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