Best Investors Account Sign in

Best financial advisors in Verdi, NV

Registered advisers within 25 miles of Verdi, NV.

Offices
235
Firms
124
Combined AUM
$13.7T
Firm-wide filings, not assets booked only here
Clients
2.55M
2,551,293 clients when Item 5C has a number
Avg / client
$5.38M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
TRIER MANAGEMENT, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE FARM INVESTMENT MANAGEMENT CORP.
NEVADA RETIREMENT PLANNERS, LLC
TRIDENT CAPITAL ADVISORS, LLC
ADAPTIVE CAPITAL MANAGEMENT PARTNERS, LLC
OPEN WINDOW FINANCIAL SOLUTIONS, LTD.
AMERIPRISE FINANCIAL SERVICES, LLC
OSAIC WEALTH, INC.
TCI WEALTH ADVISORS, INC.
PILGRIM GLOBAL ADVISORS LLC

Investors

William H. Palmer III
Brian Patrick Urbani
CHRISTOPHER EUGENE FERRE
Calvin McManus Wilson
Alexandra Johnson
Humberto Alejandro Lepe
CHRISTOPHER ROBIN WHORTON
BLAKE ANTHONY CANDREVA
Douglas E Cheek
SCOTT ATHAN ALBRIGHT
Patrick D Foley
Kyle Christopher Wilsey
David Wesley Barnes
Jacqueline Erica Garol
JOSEPH ROBERT HOLLEN
ERIC ANTHONY HOLLEN
Brendan Scott Keely
JAMES MARLOWE SANDE
ROBERT JOHN MORALES
Constance Chan
JENNIFER MEANS
JUSTIN MATTHEW THOMAS
Joshua Rennie
BRIAN JOSEPH CASEY

Within 25 miles of Verdi, NV, Best Investors lists 124 registered investment advisory firms with 235 offices nearby, managing about $13.7T in combined regulatory AUM across 2,551,293 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 Verdi

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