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Best financial advisors in Woodacre, CA

Registered advisers within 25 miles of Woodacre, CA.

Offices
1,666
Firms
1,147
Combined AUM
$29.9T
Firm-wide filings, not assets booked only here
Clients
3.40M
3,402,592 clients when Item 5C has a number
Avg / client
$8.78M
Combined AUM ÷ clients

Nearby offices

Firms

PATHBREAKER VENTURES II, LLC
PATHBREAKER VENTURES III, LLC
PATHBREAKER VENTURES, LLC
CITIGROUP GLOBAL MARKETS INC.
CHARLES SCHWAB & CO., INC.
NORWOOD INVESTMENT PARTNERS, LP
EDWARD JONES
J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
GROUNDED CAPITAL, LLC
GROUNDFORCE CAPITAL MANAGEMENT, LLC
YLV MANAGEMENT LLC
COHEN CAPITAL MANAGEMENT INC
AVILA REAL ESTATE CAPITAL
CAI MANAGER LP
CLIMACTIC MANAGEMENT, LLC
CYAN VENTURES MANAGEMENT COMPANY, LLC
DAVENPORT CAPITAL MANAGEMENT, LLC

Investors

SRDAN STOJIC
Martin F Dunn
Louis Hudson
SEBASTIAN HEIDGGER
George Aarsheim
Gregory Lee
Deanna Lynn Beattie-Gallant
WILLIAM MYKEL SCHRADER
Matthew Douglas Walker
SAM BLACK
Maria Potter
Tory A O'Keefe
Patrick Doolin Torrey
RICHARD PACHECO MANSFIELD
Matthew Sattler
Cristofer Lopez Vargas
Denise Christine Easterby
LOREN ALBERT KERTZ
JENNIFER ANNE JOHNSTON
LAURIE ANN DEDERIAN
HEIDI JEAN WEIR
Ryan Joseph Wiegmann
Gavin Charles Obert
Lauren Zee
Daniel Miller
Olivia Edith Born
Mark Joseph Lavan
Jennifer Earnest
Michael Nelson
CODY RICHARD DIAL
CATHERINE ELIZABETH COLE
EHSAN GORJIZADEH
Brodie Trister Cohen
HENRIK INGEMANN NIELSEN
KONSTANTINOS GRIGORAKIS
Jason Yaworski
FATIMA ROMO
BRIAN KYLE GALLAGHER
ROSS GOMPERTZ
JAMES KEYES WATTS
RICHARD HARDING
KIM L E SHEARER
ERIC CAINDEC
PAUL MURRAY LEFEBVRE
SHALOM MORGAN
CHAD PATE
ISABEL IRENE BASSI
CHRISTOPHER EDWARD COGHLAN
EMMA ROSALIND TAYLOR
BRENDAN THOMAS DEMPSEY
MARIA LINDA AHERN
MEGAN K FEENEY
JONATHAN EARL GORTON
SARAH ELISA PIERI
EMMET CAMPBELL YEAZELL
DAVID M COHEN
TERRANCE ALBERT FEENEY
SCOTT HOWARD GELLER
IAN WILLARD GOERTZ
COOPER KEITH GUTHRIE
MATTHEW FITZPATRICK CAMERON
MICHAEL WAYNE HOBSON
SHERRY LYNN ROOZROKH
THOMAS E VELASQUEZ
ERIC DAVID ETHINGTON
AMANDA WEITMAN
ANGELA AIDA GONZALEZ HERICO
Nolan James Phillips
ANTHONY JOSEPH FERRETTI
MICHAEL DARIAN MOHAGHEGH
JUSTIN PAUL MACE
STEVEN THOMAS CHING
MOHSIN HAFEEZ
IAN MAXWELL LOGUE-RADICCHI
JOANNY CARMEN RIVERA
STEPHANIE T WONG
Wilfredo Oscar Nevarez
CHERYL MARIA KEILMAN
PAUL SCHIEBER
JOHN LLOYD DAVENPORT

Within 25 miles of Woodacre, CA, Best Investors lists 1,147 registered investment advisory firms with 1,666 offices nearby, managing about $29.9T in combined regulatory AUM across 3,402,592 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 Woodacre

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