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Best financial advisors in Overton, NV

Registered advisers within 25 miles of Overton, NV.

Offices
5
Firms
4
Combined AUM
$3.79T
Firm-wide filings, not assets booked only here
Clients
655K
655,399 clients when Item 5C has a number
Avg / client
$5.79M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
EDWARD JONES
GRADIENT ADVISORS, LLC
MORGAN STANLEY

Investors

PETER J COX
Derrick Preston Martinez
Kelly Monique Olson
Andrew Patrick Bird
Ronald Walter Bird
JEFFREY SCOTT BIRD
SHANNON HARBRECHT MCGUIRE

Within 25 miles of Overton, NV, Best Investors lists 4 registered investment advisory firms with 5 offices nearby, managing about $3.79T in combined regulatory AUM across 655,399 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

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 GRADIENT ADVISORS, LLC 64 clients · 188 advisers $289M AUM