Best financial advisors in Alger, WA

Registered advisers within 25 miles of Alger, WA.

Offices

142

Firms

51

Combined AUM

$9.00T

Firm-wide filings, not assets booked only here

Clients

1.42M

1,423,204 clients when Item 5C has a number

Avg / client

$6.32M

Combined AUM ÷ clients

Nearby offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

230 E FAIRHAVEN AVE
BURLINGTON, WA 98233

CETERA INVESTMENT ADVISERS LLC

336A E. FAIRHAVEN AVE
BURLINGTON, WA 98233

EDWARD JONES

760 S BURLINGTON BLVD
BURLINGTON, WA 98233

STATE FARM INVESTMENT MANAGEMENT CORP.

770 S Burlington Blvd
Burlington, WA 98233

KEY INVESTMENT SERVICES LLC

711 Haggen Drive
Burlington, WA 98233

STATE FARM INVESTMENT MANAGEMENT CORP.

302 GILKEY RD
BURLINGTON, WA 98233

D.A. DAVIDSON & CO.

195 E. GEORGE HOPPER ROAD
BURLINGTON, WA 98233

EDWARD JONES

325 E GEORGE HOPPER RD SUITE 202-A
BURLINGTON, WA 98233

EDWARD JONES

1842 S BURLINGTON BLVD
BURLINGTON, WA 98233

EDWARD JONES

205 STEWART RD SUITE 109
MOUNT VERNON, WA 98273-9607

PFS INVESTMENTS INC.

2210 RIVERSIDE DR STE 220-A
MT VERNON, WA 98273

THRIVENT INVESTMENT MANAGEMENT INC.

2204 RIVERSIDE DR
MOUNT VERNON, WA 98273

OSAIC WEALTH, INC.

2105 Continental Place Suite 101
MOUNT VERNON, WA 98273

EDWARD JONES

1835 RIVERSIDE DRIVE SUITE 102
MOUNT VERNON, WA 98273-5412

LPL FINANCIAL LLC

119 E COLLEGE WAY
MT. VERNON, WA 98273

J.P. MORGAN SECURITIES LLC

620 E. COLLEGE WAY
MOUNT VERNON, WA 98273

ROBERT W. BAIRD & CO. INCORPORATED

1404 East College Way Suite 103
Mt Vernon, WA 98273

STATE FARM INVESTMENT MANAGEMENT CORP.

1404 E College Way Suite 102
Mount Vernon, WA 98273

THE RETIREMENT SOLUTION LLC

1600 Continental Place #105
Mount Vernon, WA 98273

EDWARD JONES

1616 N 18TH STREET SUITE 140
MT VERNON, WA 98273

Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CETERA INVESTMENT ADVISERS LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

KEY INVESTMENT SERVICES LLC

D.A. DAVIDSON & CO.

PFS INVESTMENTS INC.

THRIVENT INVESTMENT MANAGEMENT INC.

OSAIC WEALTH, INC.

LPL FINANCIAL LLC

J.P. MORGAN SECURITIES LLC

ROBERT W. BAIRD & CO. INCORPORATED

THE RETIREMENT SOLUTION LLC

Investors

MICHAEL STEPHEN JONES

Rachel M Wangen-Hoch

Gursharan Singh Tiwana

Edward E Sanchez

LISA MARIE ATKINSON

KENDRA WELLES DOBBS

SCOTT DELBERT ELLIOTT

KYLE RAYMOND REEP

Jeremy Ryan McCullough

Brittany Parkhurst

STEVE MARINO PICCINI

Micah Nathanael Kelley

Alex Hochsprung

William P Goodman

TAMARA LARAINE DRAKE

ROBERT WILLIAM WALKER

WENDY LOUISE LUCAS

SHAWN ERIC STEFFENS

JASON DOUGLAS REICHERT

JACOB ELLIOTT DEY

Andrew Tobias Lee

JOSEPH T LINDQUIST

JENIFER LYNN BRIGHT

NIKI DIMITRIOS WALTERS

BRANDON CHARLES CARTER

JEFFREY LEWIS STEWART

RODNEY WAYNE CARTER

BRADLY ALAN METHNER

HELEN YOUKE TJAKRA

David Jay Granger

Timothy Uriah Price

Mikki Valentine Drake

Within 25 miles of Alger, WA, Best Investors lists 51 registered investment advisory firms with 142 offices nearby, managing about $9.00T in combined regulatory AUM across 1,423,204 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 Alger

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM