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Best financial advisors in Overton Beach, NV

Registered advisers within 50 miles of Overton Beach, NV.

Offices
457
Firms
218
Combined AUM
$13.6T
Firm-wide filings, not assets booked only here
Clients
3.24M
3,235,046 clients when Item 5C has a number
Avg / client
$4.22M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
AMICIS MANAGEMENT, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
INDEPENDENT FINANCIAL GROUP, LLC
EDWARD JONES
J.P. MORGAN SECURITIES LLC
WHITE ASPEN CAPITAL LLC
WELLS FARGO CLEARING SERVICES, LLC
ALLSTATE FINANCIAL ADVISORS, LLC
LPL FINANCIAL LLC

Investors

JOSEPH JAMES DELUCA
WILLIAM STEVEN ARRINGTON
Yessenia Hirales
CHELSEA DANIELLE PETRIZZO
JAMES PETRIZZO
Wendell Warren Whitman
Karen Ann Alexander
Heather Lynn Sabatello
Leonel Alberto
CANDACE ALYCE AUSTIN
Rachel Sophie Sanchez
RYAN PHAN TRUONG
Gregory E Gonzalez
CHRISTINE ANNABELLE SAKRAIDA
Cort Barrett
JONATHAN CARLO DE GUZMAN GOSIOCO
MARTY MICHAEL MARTINEZ
JOSEPH CHRISTOPHER JANET
Daniel Reynolds
Thomas John Verderosa
David Allen Patten
Christopher Drake
ANTONIO PEREDIA
SAMMY C. CHANG
PHAAHNA ALYSSA LOUDER-YOUNG
RODOLFO ACOSTA
JACOB WAYNE MOHR
VICTORIA NEBINGER WIEZOREK
JAMES DENCE
KEITH TETSURO TANABE
Dan Osborne
PAUL THOMAS BIAFORE
KRISTA I CONYERS
Shannon RENEE Roehrs
LORRI FAYE JACKSON
CARLO FERNANDEZ MENDOZA
Luminita Mihaela Dogaru
Philip Natale
Michael A Rishmawy Maldanado
Christopher Paul Godbey
ALVARO LEON GONZALEZ
Kayla Marie Beel
Peter Christian Bergman
MARK VENTRESCO
ERIK SCOTT KIRSCHNER
Robert Angelo Bracco
Parker Wells
RANDY SCOTT GOLDHAMMER
Dorothy ELIZABETH Roth
John M Garner
Gary CHARLES Cranford
ALAN STEVEN MANN
Eric Edgar Sorenson
JEREMY JACOB PURVINES

Within 50 miles of Overton Beach, NV, Best Investors lists 218 registered investment advisory firms with 457 offices nearby, managing about $13.6T in combined regulatory AUM across 3,235,046 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 Overton Beach

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