Best Investors Account Sign in

Best financial advisors in Truckee, CA

Registered advisers within 25 miles of Truckee, CA.

Offices
138
Firms
82
Combined AUM
$12.8T
Firm-wide filings, not assets booked only here
Clients
2.50M
2,500,614 clients when Item 5C has a number
Avg / client
$5.11M
Combined AUM ÷ clients

Nearby offices

Firms

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

Investors

Andrew W McMullen
TYLER WEST LIGHTCAP
Peter T Fuszard
Rachel Michelle Ludke
Jordan T McElroy
NATHAN NORRIS FARNELL
Michael Richard Murphy
Adam Kwiecinski
BRYAN ROZMARYNOWSKI
Bruce Haney Turner
WILLIAM WRIGHT AUSTIN
JESSICA ABRAMS
JOHN CHRISTOPHER MANOCCHIO
JOHN NICHOLAS MANOCCHIO
JONATHAN ANONGOS LUCAS
FRANCIS JACOBS
MARK FREDRICK RUBINSTEIN
HOWARD WILLIAM COLGAN
STEVEN ERIC RENNER
DAMIAN PALFINI
DAVID ERIC VOMUND
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

Within 25 miles of Truckee, CA, Best Investors lists 82 registered investment advisory firms with 138 offices nearby, managing about $12.8T in combined regulatory AUM across 2,500,614 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 Truckee

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM