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Best financial advisors in Agnew, WA

Registered advisers within 25 miles of Agnew, WA.

Offices
30
Firms
15
Combined AUM
$3.02T
Firm-wide filings, not assets booked only here
Clients
691K
690,666 clients when Item 5C has a number
Avg / client
$4.37M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
KEY INVESTMENT SERVICES LLC
HALLETT ADVISORS
FORS FINANCIAL
D.A. DAVIDSON & CO.
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
UPLEFT ASSET MANAGEMENT
WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
CREATIVE RETIREMENT PLANNING, INC.

Investors

Elizabeth Ann Millar
Mark Allen Lorentzen
JAMES DENNIS HALLETT
JASON ROBERT JAMES WILSON
Jennifer Kaye Ciarlo
Katie Jean Maeder
Bobby Ellis DuBois
Christina Sarah-Beau Goff
CASI JEAN FORS
JOSEPH CARL FORS
Sean William Simmons
JODI MICHELLE KORTMAN
ERIC MICHAEL SCHAEFERMEYER
KURT JOSEPH ANDERSON
Nicholas George Anderson
Jazmin Salgado Obeso
Susan Lynn Sanders
Anthony Robert Sanders
Max Benjamin Riddick
Danielle Lauramarie Rivers
Matthew Zdroik
STEPHEN MICHAEL METHNER
Julie Wakefield
MATTHEW SCOTT MILLER
Joshua Thomas Chicoine
Robert Zajkowski
KARLY REGIN GATCHET
Philip L Trowbridge
Derek-Dion Dell Lee
TRAVIS MICHAEL BERGLUND
JONATHAN ARTHUR JACK
DAVID RAY NUTE
Cherie Ann Gray

Within 25 miles of Agnew, WA, Best Investors lists 15 registered investment advisory firms with 30 offices nearby, managing about $3.02T in combined regulatory AUM across 690,666 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 Agnew

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 5 D.A. DAVIDSON & CO. 1,050 clients · 719 advisers $41.8B AUM 6 PARK AVENUE SECURITIES LLC 38,649 clients · 2,005 advisers $19.6B AUM 7 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 8 KEY INVESTMENT SERVICES LLC 681 advisers $8.88B AUM