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Best financial advisors in Alpental, WA

Registered advisers within 25 miles of Alpental, WA.

Offices
8
Firms
5
Combined AUM
$1.87T
Firm-wide filings, not assets booked only here
Clients
448K
447,997 clients when Item 5C has a number
Avg / client
$4.16M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
EAGLE STRATEGIES LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
J.P. MORGAN SECURITIES LLC
FINANCIAL FREEDOM FOR DENTISTS LLC

Investors

Jason N Glazier
Kristi Yankacy
STEVE WEAVER
Keahn Murray White
Taylor Scott Upton
Christopher J Bruntz
Vaughn Sherman
Charles Colin Barber
JASON MICHAEL KESER
Christian James Sessions
Loyd Burleson
NATHAN JOHN RICKS
Bryan Pitman

Within 25 miles of Alpental, WA, Best Investors lists 5 registered investment advisory firms with 8 offices nearby, managing about $1.87T in combined regulatory AUM across 447,997 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 Alpental

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 3 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 4 EAGLE STRATEGIES LLC 6,662 clients · 2,548 advisers $32.0B AUM 5 FINANCIAL FREEDOM FOR DENTISTS LLC 6 clients · 3 advisers $182M AUM