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Best financial advisors in Algona, WA

Registered advisers within 25 miles of Algona, WA.

Offices
1,227
Firms
448
Combined AUM
$19.9T
Firm-wide filings, not assets booked only here
Clients
3.38M
3,379,014 clients when Item 5C has a number
Avg / client
$5.90M
Combined AUM ÷ clients

Nearby offices

Firms

180 WEALTH ADVISORS, LLC
PARK WEALTH MANAGEMENT
EDWARD JONES
EDELMAN FINANCIAL ENGINES
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
THRIVENT INVESTMENT MANAGEMENT INC.
U.S. BANCORP ADVISORS, LLC
PWR FINANCIAL SERVICES
PFS INVESTMENTS INC.

Investors

SYLVIA DENISE PARKER
DARREN NORMAN HENKE
RICHARD WAYNE BUCHAN
COLE Franz SCHELBERT
Timothy S Heisey
Brett Alan Garver
HYUN C. PARK
Christopher Phillip Dolan
DOUGLAS BRUCE SMITH
NORMAN STEVEN THOMSON
CHAD ASHTON KASPER
JOHN FRANK CARTY
DRAKE HOGAN
DIMAS H LIZARDO
ROBERT M ACEVES
ALBERT R. HEATH
NATHAN THAYNE DRIGGS
MICHAEL DAVID BIANCOSINO
Joseph Richard Blackner
Jennifer S Hamlyn
Justin Weinstein
Jace Scott Kasteler
TERRI LYNN CONGER
Trevor Steven Lubereski
Christopher Lee Stacey
Shane Jeremy Feist
William Scott Shoemaker
Jill C Mayer
JULIA IVETTE JOHNSON
Douglas Adam Jonson
Kevin Brian Barringer
Nicholas Jason Dare
Paul Thomas Rittierodt
Justin Keeler
Christopher Anderson
Min Jong Sul
Angela Kay Mitzel Saladis
Aimee P Grant
Suzette Emiko Yoshitake
JOHN PAUL HUNT
PATRICK WESLEY RHODES
John Patrick Dolan
Lucas Matthew Ladd
Andrea Joelle Gist
Cole Forde
MCGREGOR BADILLO
TALIA THEPVONGSA
KAREN ELIZABETH LANSDOWNE
Avery Elise Smith
SHANNON MICHELLE SMITH
LINDA CAROL RATHKE

Within 25 miles of Algona, WA, Best Investors lists 448 registered investment advisory firms with 1,227 offices nearby, managing about $19.9T in combined regulatory AUM across 3,379,014 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 Algona

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 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM