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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

FINANCIAL & TAX ARCHITECTS, LLC
WELLS FARGO CLEARING SERVICES, LLC
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
RATIO CAPITAL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WINANS INVESTMENTS
EMERGING MARKETS CANCER IGNITION FUND MANAGEMENT COMPANY, LLC
EAGLE STRATEGIES LLC
LEGACY CORNERSTONE WEALTH LLC
ASPEN ALPHA ADVISORS, LLC
MIZUNA CAPITAL LLC
PURPOSEFUL PLANNING
XENON PARTNERS MANAGEMENT, LLC
GRADIENT ADVISORS, LLC

Investors

GARY R DAVIS
MADISON ELISE SALEBA
MICHAEL ANTHONY DERHAKE
Kenneth A. Serrio
JODY RENEE EVANS
Aaron C Blaine
Thomas O
SHIRLEY MANZANO CRUZ
MICHAEL J LITTLE
David S Laub
Brandon O Winkler
BENJAMIN LENGSON
PAUL FORRESTER
JUSTIN MARC ALBRECHT
KIMBERLY A GILSON
JENNIFER ALOKA SCHOECH
Cheryl Lynn Belzer
ADAM LEON
Saulo Romero
JERRY JACOB WAGNER
Jose Q Elizundia Salcido
Manuel Cantella
Nadine Z Faulis
IAN PAOLO ARELLANO
David WAYNE Pezzillo
NATHAN ROBERT CURRAN
JAMES SCOTT TAYLOR
Richard K Pettibone
Johanna L Blake
DOUGLAS MATTHEW HECK
PETER ADAM DAMASCUS
HEATHER ANN NAVARRO
TINA MARIE COLLELO
MINNIE L. WONG
Brandon H Saliba
TONI L PETERSON
HEATHER DJAN
JENNIFER DIANE SHYDLER
DUSTIN D ENGEL
BRADLEY W PICKERING
STAMEN GEORGIEV MATEV
REESE C GNEITING
MARGARET QUINONES
JACOB CHURCH
Megan K Daly
Fatima G Munoz Huerta
Ryan A Deutsch
Madison A Faulis
Dakoda Scott Skenandore
Gianna Elise Davis-Vaccarino
Heather Henderson
Jonathan C Suslo
Larry Earl Scullark
Trent Philip Gneiting
Spencer Paul Haire
Cassandra Godbey
MARINA LIZA LINTON
Jose Castruita
Paul S Flores
Vanessa Gomez Coronel
Nadine Nicole Allen
Pei jung Luh
JESSE PEREZ CARBAJAL
ANTHONY JAY GOLDSTEIN
THOMAS CHARLES SHIMKUS
David MAURICE Pulliam
CAROLYN TERESA KERR
STEVEN ANDREW YEAGER
DEAN ELYACOUBI
STEPHEN PATRICK PICKERING
Alejandro LeonRodriguez
ROBERT J KEELAN
THEODORE HORACE GREELEY DAKE
SCOTT R HOKANSON
NICHOLAS A DEGEORGE
FRED FLIHAN
Michael Vincent Daly
DAVID PHILLIP STARK
STEVEN L MCCRACKEN
JESSICA W COHEN
Nina Vladimirovna Marchenko
Jared Robert York
Jacquelyn Rose Kendall
Nicolas John Scamorza
GARY MICHAEL COHEN
Terri K Bybee
WILLIAM STEPHEN PICKERING
EDUARDO CORRAL
SPENCER E MARCUS
Sadia Hasan
NIDHI DADLANI
RICHARD MARK SCAFA
AIMEE GWEN OSBORNE
SARAH HARKINS FLICK
Enrique Marrero
Travis Ball
Lawrence Howard Jacobsen
Janeth L Chavarria
LINDSAY KAE SHUCK
Patricio Diaz
LINDSAY DENARDO HANS
ERIK VATTER
MONIQUE M MORENO
Joshua G Ginting
Justine Marie Rueda
ERIC A SCHIMPF
MAYTE ISABEL ALBERT
DENISE R WILKINS
Christopher MICHAEL Hyzy
KENNETH GRANT WINANS
Brittany Jerez
ALANA TERESE MENDIOLA CALAIRO
Charis JoyLynn McLemore
CHRISTOPHER MICHAEL HEINLEIN
MICHAEL THOMAS BILS
MICHAEL A. FASHTCHI
CHRISTINA JENNY MANGINO
Ednna Marisol Diaz
Andrew Patrick Bird
Ronald Walter Bird
JEFFREY SCOTT BIRD

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