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Best financial advisors in Aloha, WA

Registered advisers within 25 miles of Aloha, WA.

Offices
8
Firms
4
Combined AUM
$1.06T
Firm-wide filings, not assets booked only here
Clients
29.8K
29,801 clients when Item 5C has a number
Avg / client
$35.4M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
TWIN HARBORS WEALTH MANAGEMENT LLC
D.A. DAVIDSON & CO.
SCHREINER FINANCIAL SOLUTIONS

Investors

Miles H Longenbaugh
James Edwin Boora
Taleana Yvonne Peterson
GWENDOLYN CLAUDETTE FALLS
Joshua Gene Steele
Michael John Bozich
AIMEE BRADLEY
Osiel Rivera
PAUL MATTHEW GRABSKI
HUNTER JAMES LARSON
Stuart Daniel Ball
SUSAN ANTOINETTE SCHREINER

Within 25 miles of Aloha, WA, Best Investors lists 4 registered investment advisory firms with 8 offices nearby, managing about $1.06T in combined regulatory AUM across 29,801 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 Aloha

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 D.A. DAVIDSON & CO. 1,050 clients · 719 advisers $41.8B AUM 3 TWIN HARBORS WEALTH MANAGEMENT LLC 1 advisers $49.4M AUM