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Best financial advisors in Allyn, WA

Registered advisers within 25 miles of Allyn, WA.

Offices
346
Firms
109
Combined AUM
$11.2T
Firm-wide filings, not assets booked only here
Clients
2.61M
2,611,088 clients when Item 5C has a number
Avg / client
$4.27M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
EAGLE STRATEGIES LLC
PFS INVESTMENTS INC.
MOUNTAIN LAKES CAPITAL MANAGEMENT LLC
THE DAYTON COMPANY INC
DECISIONPOINT FINANCIAL, LLC
EDWARD JONES
PIONEER SQUARE ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
PLANMEMBER SECURITIES CORPORATION
LPL FINANCIAL LLC
PACIFIC ASSET MANAGEMENT, LLC
VALIC FINANCIAL ADVISORS, INC.
MISSION WEALTH MANAGEMENT, LP
FORTITUDE ADVISORY GROUP L.L.C.
P3 ASSET MANAGEMENT

Investors

NATALIE JUNE PACE
ZACHARY MATTHEW WONG
STEPHANIE MARIE DORMANN
REBEKAH DANIELLE WILLIAMSON
ROBERT GARY BAILEY
JANELLE CHARLOTTE PRUETT
DREW CHRISTIAN MACEWEN
MICHAEL L DAYTON
MATTHEW CLAWSON
Jacob Elijah Laws
CHADD SIMEON PEACHEY
Jessica Rueber
EMMANUEL GARCIA
Robert S. Eiford
Kurt A. Roddy
TODD LYNN SCHOCK-ROSENBACH
Christine Frances Reinland
RALPH GREGORY LATZA
GARY LEE LUCY
JOSHUA A MORIN
PETER ANTHONY SAYAH
BRIAN WHITFIELD COX
Lars Joseph Urvina
JOHN ANDREW DAVIDSON
RICHARD JAMES DEVLIN
Michelle Marie Schroeder
GARY A. BROOKS
Taylor Marie Monson
ANDREW LUCAS FINNIGAN
JACINTA Therese EARL
MATTHEW DAVID SANES
RYAN CHRISTOPHER FINNIGAN
CRAIG DOUGLAS JOHNSEN
MARTIN DAVID SALTZMAN
LOUIS GENE SCATIGNA
Stacy Ethyl Shields
Kimberlie Clydene Olsen

Within 25 miles of Allyn, WA, Best Investors lists 109 registered investment advisory firms with 346 offices nearby, managing about $11.2T in combined regulatory AUM across 2,611,088 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 Allyn

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM