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Best financial advisors in Tahoe City, CA

Registered advisers within 25 miles of Tahoe City, CA.

Offices
74
Firms
45
Combined AUM
$9.83T
Firm-wide filings, not assets booked only here
Clients
2.32M
2,319,103 clients when Item 5C has a number
Avg / client
$4.24M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
EMERALD BAY WEALTH MANAGEMENT LLC
ALPINE PEAKS CONSULTING
COMMONWEALTH FINANCIAL NETWORK
STATE FARM INVESTMENT MANAGEMENT CORP.
CHARLES SCHWAB & CO., INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J.P. MORGAN SECURITIES LLC
GLOBAL RETIREMENT PARTNERS LLC
EDWARD JONES
BRIDGESCALE, LLC
WELLS FARGO CLEARING SERVICES, LLC
FLUME VENTURES MANAGEMENT, LLC
WHITEBARK INVESTORS
VOMUND INVESTMENT MANAGEMENT, LLC
INCLINE INVESTMENT MANAGEMENT, LLC
INCLINE INVESTMENT ADVISORS, LLC

Investors

FRANCIS JACOBS
JONATHAN ANONGOS LUCAS
WILLIAM WRIGHT AUSTIN
JESSICA ABRAMS
JOHN CHRISTOPHER MANOCCHIO
JOHN NICHOLAS MANOCCHIO
Peter T Fuszard
Rachel Michelle Ludke
Jordan T McElroy
NATHAN NORRIS FARNELL
Andrew W McMullen
TYLER WEST LIGHTCAP
MARK FREDRICK RUBINSTEIN
Michael Richard Murphy
Adam Kwiecinski
BRYAN ROZMARYNOWSKI
Bruce Haney Turner
HOWARD WILLIAM COLGAN
STEVEN ERIC RENNER
RALPH SCOTT AGOSTINI
SHELBY RENE GALLAGHER
MARK EUGENE MATTINGLY
Brett J Malamet
CARLA NAHAS DE LAURENTIZ
LINDSAY KAE SHUCK
PETER KENNETH KONG
Craig Alexander Steiger
DAVID ERIC VOMUND
TED A PARKHILL
TODD EVERETT HURLBUT
GRANT ALFRED AVERY FURLAN
SAMUEL LEMAIRE MCCHESNEY

Within 25 miles of Tahoe City, CA, Best Investors lists 45 registered investment advisory firms with 74 offices nearby, managing about $9.83T in combined regulatory AUM across 2,319,103 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 Tahoe City

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM