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Best financial advisors in Soldotna, AK

Registered advisers within 25 miles of Soldotna, AK.

Offices
13
Firms
6
Combined AUM
$1.97T
Firm-wide filings, not assets booked only here
Clients
58.1K
58,072 clients when Item 5C has a number
Avg / client
$33.9M
Combined AUM ÷ clients

Nearby offices

Firms

LINK ASSET MANAGEMENT LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
COLDSTREAM WEALTH MANAGEMENT
CETERA INVESTMENT ADVISERS LLC
WELLS FARGO CLEARING SERVICES, LLC

Investors

Tanner Varrick Link
Josselyn B O'Connor
Robert Ross
January Dreier
KRISTIE DAWN BABCOCK
JAMES LAWRENCE MOORE
Jack Hartson Hester
Justin Gordon
S Glenese Pettey
Matthew Kim
Russell Michael Burton
Ashley Walton
Indy Rod Walton
Ryan Stephan Kapp
Heith Robert Groth
Shelby Lanette Stein
ROBERT LEE WHITTENBERG

Within 25 miles of Soldotna, AK, Best Investors lists 6 registered investment advisory firms with 13 offices nearby, managing about $1.97T in combined regulatory AUM across 58,072 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 Soldotna

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 3 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 4 COLDSTREAM WEALTH MANAGEMENT 139 advisers $13.9B AUM 5 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 6 LINK ASSET MANAGEMENT LLC 1 advisers $3.74M AUM