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Best financial advisors in S Lake Tahoe, CA

Registered advisers within 25 miles of S Lake Tahoe, CA.

Offices
48
Firms
26
Combined AUM
$6.29T
Firm-wide filings, not assets booked only here
Clients
903K
903,289 clients when Item 5C has a number
Avg / client
$6.96M
Combined AUM ÷ clients

Nearby offices

Firms

WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
P4G CAPITAL MANAGEMENT, LLC
MEDICAL FUNDING PROFESSIONALS
D.A. DAVIDSON & CO.
PALISADE INVESTMENTS, LLC
JOBS PEAK ADVISORS
BOWERS WEALTH MANAGEMENT, INC.
EDWARD JONES
RAYMOND JAMES & ASSOCIATES, INC.
POWERHOUSE FINANCIAL ADVISORS, INC.
U.S. BANCORP ADVISORS, LLC

Investors

Taylor M Ohl
NICHOLAS ADAM ABELOW
Dayna Jordan Picetti
STEPHEN MARTIN BROCK
SEAN PATRICK CASEY
KAREN MARILEA PRIDE
SCOTT THOMAS MILLER
Lawrence H Sidney
STEVEN MICHAEL BURKETT
ROBIN DESOTA
JULIA KATHLEEN BONAFEDE
JOHN WILSON BOWERS
DAVID JAMES BRADY
Timothy Arthur Cleveland
PATRICK MARTIN GASKILL
VIRGINIA ANNE BAYNE MERKOURIS
Joshua Ryan Larson
Allison Devine
DONOVAN TROY JACKSON
JEFFERY LOWELL WHITAKER
GRAHAM KOLBE ROGNEY
Stuart D Shipley
Sarah Kristine Eldridge
STEVEN JAMES SMIT
Neil Jamieson Berston
SAMUEL LONG
Ryan Christopher Savage
Ron L. Bankofier
JESUS EMMANUEL MANRIQUEZ
JENNIFER ANN JACKSON
CHRISTOPHER MICHAEL MARTIN
Amanda Elaine Jacobson

Within 25 miles of S Lake Tahoe, CA, Best Investors lists 26 registered investment advisory firms with 48 offices nearby, managing about $6.29T in combined regulatory AUM across 903,289 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 S Lake Tahoe

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 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM