Best Investors Account Sign in

Best financial advisors in Tracy-Clark, NV

Registered advisers within 25 miles of Tracy-Clark, NV.

Offices
206
Firms
110
Combined AUM
$13.3T
Firm-wide filings, not assets booked only here
Clients
2.55M
2,549,804 clients when Item 5C has a number
Avg / client
$5.22M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CETERA INVESTMENT ADVISERS LLC
8090 PARTNERS LLC
WELLS FARGO CLEARING SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
J.P. MORGAN SECURITIES LLC
PETERSON WEALTH MANAGEMENT, LLC
SPX MGMT LLC
LPL FINANCIAL LLC
THRIVENT INVESTMENT MANAGEMENT INC.

Investors

Adam Thomas Wilson
Taneem Aziz
JEREMY EUGENE MERLINO
ROBERT JOSEPH CHRISTIANSEN
RODNEY JAMES SPRADLIN
MYRIAM ELIZABETH BIGLANG-AWA
MICHAEL J DAMPIER
Tyler Christian Drake
Michael Walecke
Gregory S Gusiff
Lacee Preciado
Eric Stewart Olson
STEVEN MARTIN LINDQUIST
Edward Woo
CHRISTOPHER CON MULLOY
AMY RENEE CLEMENS
Eric C Meyer
KENNETH WAYNE CHARLES
SHAYLA MARIE PALMER
Joseph Francis Bray Newcombe
Bradley Corn
SHERRILL MARIE DE CLEENE
Melissa L. Robinson
Myles Brandon
Jacob M Honea
Shelley Lynn Schein
JESS DAVID PETERSON
DONALD SCOTT PETERSON
ANDREW GEORGE PETERSON
Roberto Tapia
Keith Donald DeLamarter
SOREN ERIK LANCASTER
ANDREE MARIE BLAIN
KEVIN MICHAEL ROBB
ROGER DALE CROWE

Within 25 miles of Tracy-Clark, NV, Best Investors lists 110 registered investment advisory firms with 206 offices nearby, managing about $13.3T in combined regulatory AUM across 2,549,804 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 Tracy-Clark

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