Best Investors Account Sign in

Best financial advisors in Mesquite, NV

Registered advisers within 25 miles of Mesquite, NV.

Offices
10
Firms
7
Combined AUM
$3.31T
Firm-wide filings, not assets booked only here
Clients
256K
256,156 clients when Item 5C has a number
Avg / client
$12.9M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
EDWARD JONES
GRADIENT ADVISORS, LLC
FOUNDATIONS INVESTMENT ADVISORS LLC
ROCKEFELLER FINANCIAL LLC
STRATEGIC ADVISERS LLC
UTA LLC

Investors

PETER J COX
Derrick Preston Martinez
Kelly Monique Olson
Andrew Patrick Bird
Ronald Walter Bird
JEFFREY SCOTT BIRD
Rene Andrade-Ixta
COLLIN MCKENZIE STAUFFER
ANNE FRANCES NORWOOD
ANTHONY D'ANGELO MATOS
JACKIE LEE BIXBY

Within 25 miles of Mesquite, NV, Best Investors lists 7 registered investment advisory firms with 10 offices nearby, managing about $3.31T in combined regulatory AUM across 256,156 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 Mesquite

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

1 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 ROCKEFELLER CAPITAL MANAGEMENT 223 clients · 1,058 advisers $99.6B AUM 5 FOUNDATIONS INVESTMENT ADVISORS LLC 323 advisers $10.1B AUM 6 GRADIENT ADVISORS, LLC 64 clients · 188 advisers $289M AUM 7 UTA LLC 2 advisers $215M AUM