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Best financial advisors in Greenbrae, NV

Registered advisers within 25 miles of Greenbrae, NV.

Offices
231
Firms
123
Combined AUM
$13.5T
Firm-wide filings, not assets booked only here
Clients
2.55M
2,551,149 clients when Item 5C has a number
Avg / client
$5.30M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CETERA INVESTMENT ADVISERS LLC
PETERSON WEALTH MANAGEMENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
LPL FINANCIAL LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EMERSON EQUITY LLC
VALIC FINANCIAL ADVISORS, INC.
MICHAEL MELLBERG INVESTMENT ADVISOR
INTEGRITY ALLIANCE, LLC.
FIRST COMMAND ADVISORY SERVICES
8090 PARTNERS LLC

Investors

Lacee Preciado
Eric Stewart Olson
MYRIAM ELIZABETH BIGLANG-AWA
MICHAEL J DAMPIER
Taneem Aziz
JEREMY EUGENE MERLINO
ROBERT JOSEPH CHRISTIANSEN
RODNEY JAMES SPRADLIN
Edward Woo
JESS DAVID PETERSON
DONALD SCOTT PETERSON
ANDREW GEORGE PETERSON
Jacob M Honea
Shelley Lynn Schein
ANDREE MARIE BLAIN
KEVIN MICHAEL ROBB
ROGER DALE CROWE
CHRISTOPHER CON MULLOY
AMY RENEE CLEMENS
Eric C Meyer
KENNETH WAYNE CHARLES
SHAYLA MARIE PALMER
Joseph Francis Bray Newcombe
Bradley Corn
SHERRILL MARIE DE CLEENE
SOREN ERIK LANCASTER
Keith Donald DeLamarter
DAN DEVOW SPRINGER
HAWLEY HARRIS MACLEAN
WILLIAM ALFRED DREHER
Kathryn Mary Ragaisis
DIETER ERWIN THUROW
CORY RICHARD DAVERN
ALAN ANDREW MARTIN
Adam Thomas Wilson
Michael Mellberg
LINDA RUTH LOVIE
Roin Z Nance
John Harold Mason
Myles Brandon

Within 25 miles of Greenbrae, NV, Best Investors lists 123 registered investment advisory firms with 231 offices nearby, managing about $13.5T in combined regulatory AUM across 2,551,149 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 Greenbrae

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM