Best financial advisors in Loyalton, CA

Registered advisers within 25 miles of Loyalton, CA.

Offices

68

Firms

46

Combined AUM

$7.01T

Firm-wide filings, not assets booked only here

Clients

1.96M

1,958,822 clients when Item 5C has a number

Avg / client

$3.58M

Combined AUM ÷ clients

Nearby offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

120 N. Pine St.
Portola, CA 96122

16.7 miles away

GREENSLOPE CAPITAL MANAGEMENT, LLC

10266 TRUCKEE AIRPORT RD SUITE C
TRUCKEE, CA 96161

20.4 miles away

EDWARD JONES

6310 MAE ANNE AVENUE SUITE 2
RENO, NV 89523

20.7 miles away

EDWARD JONES

720 ROBB DR SUITE 102
RENO, NV 89523

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

195 LEMMON DR
RENO, NV 89506

21.2 miles away

WELLS FARGO CLEARING SERVICES, LLC

5125 MAE ANNE AVE
RENO, NV 89523

21.5 miles away

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

4998 W 7TH ST
RENO, NV 89503

21.6 miles away

TRIER MANAGEMENT, INC.

10580 NORTH MCCARRAN BOULEVARD #115-250
RENO, NV 89503

21.6 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

5020 Las Brisas Blvd
Reno, NV 89523

21.6 miles away

EDWARD JONES

12010 DONNER PASS RD SUITE 102
TRUCKEE, CA 96161

21.7 miles away

U.S. BANCORP ADVISORS, LLC

1080 N Hills Blvd
Reno, NV 89506

21.8 miles away

J.P. MORGAN SECURITIES LLC

11260 Donner Pass Rd
Truckee, CA 96161

21.8 miles away

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

11265 DONNER PASS RD
TRUCKEE, CA 96161

21.8 miles away

CHARLES SCHWAB & CO., INC.

10770 Donner Pass Road Suite 103
Truckee, CA 96161

21.8 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

11045 Donner Pass Rd Ste 1A
Truckee, CA 96161

21.8 miles away

EDWARD JONES

9730 S MCCARRAN BLVD SUITE 2
RENO, NV 89523

22.2 miles away

COMMONWEALTH FINANCIAL NETWORK

11209 Brockway Road Suite C-203
Truckee, CA 96161

22.4 miles away

EDWARD JONES

3886 A MAYBERRY DRIVE
RENO, NV 89519-0108

22.5 miles away

TRIDENT CAPITAL ADVISORS, LLC

3650 MAYBERRY DRIVE SUITE 101-5
RENO, NV 89509

22.7 miles away

EDWARD JONES

3640 MAYBERRY DR SUITE 103
RENO, NV 89509

22.7 miles away

Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

GREENSLOPE CAPITAL MANAGEMENT, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

WELLS FARGO CLEARING SERVICES, LLC

TRIER MANAGEMENT, INC.

STATE FARM INVESTMENT MANAGEMENT CORP.

U.S. BANCORP ADVISORS, LLC

J.P. MORGAN SECURITIES LLC

CHARLES SCHWAB & CO., INC.

COMMONWEALTH FINANCIAL NETWORK

TRIDENT CAPITAL ADVISORS, LLC

Investors

DAVID WALKER CULP

Brian Patrick Urbani

William H. Palmer III

BRANDON SETH LANGOWSKI

CHRISTOPHER EUGENE FERRE

Calvin McManus Wilson

CHRISTOPHER ROBIN WHORTON

Michael Richard Murphy

Adam Kwiecinski

BRYAN ROZMARYNOWSKI

Bruce Haney Turner

Ashley Jean Hicks

TYLER WEST LIGHTCAP

Andrew W McMullen

Rachel Michelle Ludke

Jordan T McElroy

NATHAN NORRIS FARNELL

Peter T Fuszard

Alexandra Johnson

WILLIAM WRIGHT AUSTIN

JOHN CHRISTOPHER MANOCCHIO

JOHN NICHOLAS MANOCCHIO

Humberto Alejandro Lepe

SCOTT ATHAN ALBRIGHT

Patrick D Foley

Kyle Christopher Wilsey

Within 25 miles of Loyalton, CA, Best Investors lists 46 registered investment advisory firms with 68 offices nearby, managing about $7.01T in combined regulatory AUM across 1,958,822 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 Loyalton

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

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM