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Best financial advisors in Central Valley, NV

Registered advisers within 25 miles of Central Valley, NV.

Offices
3
Firms
3
Combined AUM
$832B
Firm-wide filings, not assets booked only here
Clients
210K
209,600 clients when Item 5C has a number
Avg / client
$3.97M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
SEQUOIA WEALTH MANAGEMENT GROUP

Investors

ROBBY JAKE JOHNSTON
BRUCE WEBB WOODS
MATTHEW JAMES SCHAFER

Within 25 miles of Central Valley, NV, Best Investors lists 3 registered investment advisory firms with 3 offices nearby, managing about $832B in combined regulatory AUM across 209,600 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 Central Valley

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 2 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 3 SEQUOIA WEALTH MANAGEMENT GROUP 2 advisers $238M AUM