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Best financial advisors in Incline Village, NV

Registered advisers within 25 miles of Incline Village, NV.

Offices
305
Firms
156
Combined AUM
$13.9T
Firm-wide filings, not assets booked only here
Clients
2.76M
2,762,655 clients when Item 5C has a number
Avg / client
$5.03M
Combined AUM ÷ clients

Nearby offices

Firms

PROSPERA FINANCIAL SERVICES, INC.
ZAZOVE ASSOCIATES LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
INCLINE INVESTMENT MANAGEMENT, LLC
INCLINE INVESTMENT ADVISORS, LLC
UBS FINANCIAL SERVICES INC.
WELLS FARGO CLEARING SERVICES, LLC
1CONFIRMATION
INDEPENDENT ADVISOR ALLIANCE, LLC
U.S. BANCORP ADVISORS, LLC
FLUME VENTURES MANAGEMENT, LLC
MORGAN STANLEY
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WHITEBARK INVESTORS
VOMUND INVESTMENT MANAGEMENT, LLC
CAVALOT CAPITAL
BRIDGESCALE, LLC

Investors

Benjamin Sloves
DAVID WALTON LUMMUS
Brittany Surina
RYAN R HYSLOP
LISA ANNE PETRIE
CYNTHIA FERRELL
CAROL SMITH
TED A PARKHILL
TODD EVERETT HURLBUT
GRANT ALFRED AVERY FURLAN
SAMUEL LEMAIRE MCCHESNEY
JEFFREY MARK KLINGER
WILLIAM DONALD RADTKE
ERIKA ELIZABETH HERFERT
EMILY GORDON DE LA REGUERA
JORAM B JENSEN
STEVE RAY RUSSELL
JOSHUA SETH MARTIN
ERIC WILLIAM BICKENBACH
THERESA MARIE LARSEN
ELLIOT DEBRABANDER
ROBERT BIXBY GREEN
MARK JOSEPH CHAPMAN
JAMES ALOYSIUS DIEPENBROCK
Kyle Kevin Duffy
ERIC ANDRE OVERSTREET
CATHERINE ELLEN GALGANO
KELLY MCMURRAY
MARSHALL MAXIMILIAN GRANT
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
DAMIAN PALFINI
HOWARD WILLIAM COLGAN
STEVEN ERIC RENNER

Within 25 miles of Incline Village, NV, Best Investors lists 156 registered investment advisory firms with 305 offices nearby, managing about $13.9T in combined regulatory AUM across 2,762,655 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 Incline Village

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