Best Investors Account Sign in

Best financial advisors in South Lake Tahoe, CA

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

Offices
52
Firms
29
Combined AUM
$6.57T
Firm-wide filings, not assets booked only here
Clients
913K
912,941 clients when Item 5C has a number
Avg / client
$7.20M
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 South Lake Tahoe, CA, Best Investors lists 29 registered investment advisory firms with 52 offices nearby, managing about $6.57T in combined regulatory AUM across 912,941 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 South 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