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Best financial advisors in Stateline, NV

Registered advisers within 25 miles of Stateline, NV.

Offices
80
Firms
44
Combined AUM
$9.63T
Firm-wide filings, not assets booked only here
Clients
1.34M
1,343,177 clients when Item 5C has a number
Avg / client
$7.17M
Combined AUM ÷ clients

Nearby offices

Firms

D.A. DAVIDSON & CO.
P4G CAPITAL MANAGEMENT, LLC
MEDICAL FUNDING PROFESSIONALS
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC
PALISADE INVESTMENTS, LLC
JOBS PEAK ADVISORS
WELLS FARGO CLEARING SERVICES, LLC
BOWERS WEALTH MANAGEMENT, INC.
EDWARD JONES
RAYMOND JAMES & ASSOCIATES, INC.
POWERHOUSE FINANCIAL ADVISORS, INC.
U.S. BANCORP ADVISORS, LLC

Investors

SEAN PATRICK CASEY
STEPHEN MARTIN BROCK
Dayna Jordan Picetti
NICHOLAS ADAM ABELOW
KAREN MARILEA PRIDE
SCOTT THOMAS MILLER
Lawrence H Sidney
STEVEN MICHAEL BURKETT
ROBIN DESOTA
JULIA KATHLEEN BONAFEDE
Taylor M Ohl
JOHN WILSON BOWERS
DAVID JAMES BRADY
Timothy Arthur Cleveland
PATRICK MARTIN GASKILL
VIRGINIA ANNE BAYNE MERKOURIS
Joshua Ryan Larson
Allison Devine
DONOVAN TROY JACKSON
JEFFERY LOWELL WHITAKER
GRAHAM KOLBE ROGNEY
STEVEN JAMES SMIT
Stuart D Shipley
Sarah Kristine Eldridge
Neil Jamieson Berston
SAMUEL LONG
Ryan Christopher Savage
Ron L. Bankofier
JESUS EMMANUEL MANRIQUEZ
JENNIFER ANN JACKSON
CHRISTOPHER MICHAEL MARTIN
Amanda Elaine Jacobson

Within 25 miles of Stateline, NV, Best Investors lists 44 registered investment advisory firms with 80 offices nearby, managing about $9.63T in combined regulatory AUM across 1,343,177 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 Stateline

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM