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Best financial advisors in Calico Ridge, NV

Registered advisers within 25 miles of Calico Ridge, NV.

Offices
448
Firms
215
Combined AUM
$13.6T
Firm-wide filings, not assets booked only here
Clients
3.23M
3,234,982 clients when Item 5C has a number
Avg / client
$4.22M
Combined AUM ÷ clients

Nearby offices

Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
BRAY CAPITAL GROUP LLC
SG FINANCIAL
PFS INVESTMENTS INC.
NAUTICAL STAR FINANCIAL GROUP LLC
WEST RIDGE ADVISORS
CORNERSTONE FINANCIAL ADVISORS LTD.
AVALON WEALTH PARTNERS
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
GROWTH SCIENCE VENTURES
CURTIS WEALTH MANAGEMENT LLC
TARTAN CAPITAL ADVISORS LLC
LPL FINANCIAL LLC
PERIGON WEALTH MANAGEMENT, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
THRIVE WISE WEALTH
DAN STEEL MANAGEMENT ADVISERS, LLC
SIMPLE FINANCIAL, LLC

Investors

Daniel Reynolds
Thomas John Verderosa
ANTONIO PEREDIA
David Patrick Bray
Nicholas Matthew Van Noort
Scott Christopher Groskreutz
BRITTANY CHARDAI CARRAWAY
SUSAN D MARSHALL
TODD STEPHEN UDALL
Fraser Edwards Inouye
Stephen David Udall
MICHAEL DEAN NESTMAN
Curtis Kolby Udall
Zachary Thorne Taylor
THOMAS GARTH MCBRIDE III
NICHOLAS STROBELT
NORBERT JOSEPH FORCHESKIE
Robert Richard Graham
JACOB ROBERT LEWIS
JORDAN ROBERT CURTIS
ROBERT ALLAN HELGELAND
RICHARD L HAM
DAVID MICHAEL SYME
JASON SAMUEL TRIPPETT
Trever John Braunberger
CARL FRANK ENDORF
TROY DUKE ERWIN
LIZETTE LARA
Kayzia Williams

Within 25 miles of Calico Ridge, NV, Best Investors lists 215 registered investment advisory firms with 448 offices nearby, managing about $13.6T in combined regulatory AUM across 3,234,982 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 Calico Ridge

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