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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

CAPITAL TRUST ADVISORS
REICHER CAPITAL MANAGEMENT, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
WELLS FARGO CLEARING SERVICES, LLC
HUTCHINSON & ZIEGLER FINANCIAL ADVISORS, INC.
MADDEN CREEK ADVISORS
THE WEALTH CONSULTING GROUP
HCM WEALTH
O'DONNELL FINANCIAL SERVICES, LLC
MADRONE INVESTMENT ADVISORY, LLC
FIDUCIARY FINANCIAL GROUP, LLC
MORGAN STANLEY
INDEPENDENT FINANCIAL GROUP, LLC
INTEGRATED WEALTH CONCEPTS LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
EDWARD JONES
MML INVESTORS SERVICES, LLC
WESTHILL FINANCIAL ADVISORS, INC.
SHIRA RIDGE WEALTH MANAGEMENT

Investors

SANFORD PHILIP LOWENGART
Timothy Eugene Warren
GHASSAN C HOWELL
SHAAN RAJA
DAVID ANDREW MCINNIS
ANDREW ARTHUR ZITTELL
STUART JAMES CRANDALL
GAGE THOMAS HOUSER
Jake Nicholas Popoff
STEVEN KELLEY WILKES
TROY COLLINS COPELAND
KYLE JORDAN LADD
Beth Verdekal
Spencer William ODonnell
MICHAEL HARRY ZAIDLIN
Cassidy Murphy
Trevor Patrick Scotto
THOMAS WHITNEY VOGELHEIM
RICHARD LLOYD DAVEY
CHRISTOPHER JOSEPH MOORE
Shayne Kayel Cooper
JACQUELINE HALO ROWE
Benjamin Britton Fookes
Carson Inglin
STEPHANIE MARIE LIPPITT
SCOTT HOWARD GELLER
DAVID V CAPRIO
JAMES MICHAEL LIPPITT
DYLAN N SCHOEBEN
Nathaniel Adam Lopez
Cassandra Pate
Jack B Caswell
JOSEPH JOHN GIL
ROWAN MICHAEL BEACH
KENNETH PATRICK TARRANT
SANFORD IRVING SMITH
KENNETH ERIK SORENSEN
SHUBIE GULATI
STEPHANIE MOZUR SMITH
BRYCE STEVEN MCCONNELL
JOHN RAYMOND OROFINO
Rodney R Williams
MATTHEW RAY RICKETTS
CATHERYNE DIPRETE
CANDACE GOIN MCCONNELL
CHAD R MERSCHAT
ROBERT AUSTIN HOLT
KEVIN PATRICK TARRANT
ANDREA MONIQUE CAMAHORT
MICHAEL DAVID WELCH
SHAWN P TRAVERS
JOHN F WILLIAMS
WILLIAM B ROBINSON
DANIEL MCCONNELL MURPHY
ELIZABETH SHARON ROBERTS
THOMAS EDWARD MULLEN
WILLIAM JOSEPH JONES
David E Cave
Farbod Farman
GREGORY CHARLES O'DONNELL
MICHAEL DEAN NAKANO
MICHAEL BLACKSBURG
MATTHEW AARON HODUS
KENNETH LAURANZANO
Michael J Heckmann
Alexander Joel Heckmann
Peter Albert Goudy
CATHERINE B CHOI
COLIN Edward Austin WELLS
JEFFREY JAMES WELLS
Patrick Bell
RICHARD WAYNE ROMAN
NICHOLAS FAISON SAFRIT
KIRK MARTIN LUDWIG
MEGHAN MURPHY HYLAND
Samantha Lain Keeler
DIANE MARIE MCCRACKEN
MATTHEW FRANK TADDEI
HEIDI S MORSHEAD
Tuvshinjargal T Odeh

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