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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

GLOBAL RETIREMENT PARTNERS LLC
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
LPL FINANCIAL LLC
THRIVENT INVESTMENT MANAGEMENT INC.
HEALTH2047 CAPITAL PARTNERS MANAGEMENT, LLC
STRATEGIC WEALTHCARE ADVISORS, LLC
ALJIAN CAPITAL MANAGEMENT
AMERIPRISE FINANCIAL SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
I3 INVESTMENT PARTNERS, LLC

Investors

MARK FREDRICK RUBINSTEIN
SARAH ANNE KAPLAN
JENNIFER LYNN NELSON
Timothy Daniel Sullivan
John Edward Dooley
John Michael Merkouris
Troy Robert Stansbury
JONATHAN ANONGOS LUCAS
Dana Loren Uken
Michael Ashton
MATTHEW ARNOLD COLLIER
DARSI JUNE CASEY
NICOLA NEILON
James Frazier Foster
Janjilla Kim Erickson
Alexander Tancreto
JAMES RAYMOND ALJIAN
JESSICA MARIE MARKARIAN
MANSOOR KISAT
WALTER ROBERT SHEPPERD
Jennifer Anne Rust
RANCE D KIMBERLIN
STEVAN WESLEY LYON
LEILANI PATRICIA BORER
WILLIAM VICTOR CADDICK
MICHELLE WHISTLER WILBUR
ERICA JEAN LUBBERS
Jacqueline Lynn McGinnis
MIGUEL Angel SORIANO
SANDRA LYNNE HEERS
JAMES MICHAEL BIZZACK
Robert W Cleland
Misty Lynn Ambrose
Daniel Joseph Bowler
NATALIE CAROL NIELSON
SHARON DIANA KAPLAN
Taylor M Ohl
KEVIN CHRISTOPHER GRIFFIN
YOUSEF JAMAL ABUHAKMEH

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