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Best financial advisors in Zephyr Cove, NV

Registered advisers within 25 miles of Zephyr Cove, NV.

Offices
84
Firms
47
Combined AUM
$10.1T
Firm-wide filings, not assets booked only here
Clients
1.52M
1,520,043 clients when Item 5C has a number
Avg / client
$6.61M
Combined AUM ÷ clients

Nearby offices

Firms

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

Investors

KAREN MARILEA PRIDE
SCOTT THOMAS MILLER
Lawrence H Sidney
STEVEN MICHAEL BURKETT
ROBIN DESOTA
SEAN PATRICK CASEY
STEPHEN MARTIN BROCK
JOHN WILSON BOWERS
Dayna Jordan Picetti
NICHOLAS ADAM ABELOW
JULIA KATHLEEN BONAFEDE
Taylor M Ohl
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
Neil Jamieson Berston
SAMUEL LONG
Stuart D Shipley
Sarah Kristine Eldridge
Ryan Christopher Savage
Ron L. Bankofier
JESUS EMMANUEL MANRIQUEZ
JENNIFER ANN JACKSON
CHRISTOPHER MICHAEL MARTIN
Amanda Elaine Jacobson

Within 25 miles of Zephyr Cove, NV, Best Investors lists 47 registered investment advisory firms with 84 offices nearby, managing about $10.1T in combined regulatory AUM across 1,520,043 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 Zephyr Cove

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