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Best financial advisors in Nevada City, CA

Registered advisers within 25 miles of Nevada City, CA.

Offices
41
Firms
20
Combined AUM
$4.40T
Firm-wide filings, not assets booked only here
Clients
760K
760,315 clients when Item 5C has a number
Avg / client
$5.79M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
KROEGER FINANCIAL PARTNERS
APPLE & ASSOCIATES
OSTROFE FINANCIAL CONSULTANTS INC
J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
ROBERT W. BAIRD & CO. INCORPORATED
STIFEL, NICOLAUS & COMPANY, INCORPORATED

Investors

James Loren Belluomini
Julian J Belluomini
EMILY IDA RIVENES
JANET DEWEY PEAKE
LUKE WERNER CUMMINGS
KIMBERLY MARIE KORF
ORION KROEGER
Matthew Osypowski
NATHAN THOMAS LEISHMAN
Liam Bryce Apple
DANIEL BRYCE APPLE
Robert Smail
Alyssa Raley
Sonja Lilja-Li
Cory M Fitzhugh
SARAH UYEN PHAM
ERIC COALSON SAMS
ERIC L YATES
SONIA NICOLE JENKINS
PETER LELAND KETCHAND
DYLAN GORDON BLOMGREN
Matthew Lee Olsen
Ryan William Meacher
Garson Tanner Graham
SARAH ANNE MOODY
Kellie Irene Ettlin
RICK LANE HANSEN
JANICE MICHELLE DUNN
PRESTON L DANIELLS
Galen Robert Lee
Kerry L Wright
JONATHAN HENRY LEE
Grayson D Miller
Stephen Eric Buschmann
KENNETH JAMES MEYERS
VIRGINIA MARIE MOYE
Alexis M Zenahlik
Heather Thorpe
Christina Leanne Benton
CHRISTOPHER GLENN NEWEY
Stephanie Hatch Leishman

Within 25 miles of Nevada City, CA, Best Investors lists 20 registered investment advisory firms with 41 offices nearby, managing about $4.40T in combined regulatory AUM across 760,315 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 Nevada City

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

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 5 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM