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Best financial advisors in AMERICAN LAKE, WA

Registered advisers within 25 miles of AMERICAN LAKE, WA.

Offices
445
Firms
116
Combined AUM
$12.9T
Firm-wide filings, not assets booked only here
Clients
2.95M
2,952,918 clients when Item 5C has a number
Avg / client
$4.37M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
NORTH FINANCIAL INC
LPL ENTERPRISE, LLC
BANKERS LIFE ADVISORY SERVICES, INC.
GLOBAL RETIREMENT PARTNERS LLC
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
OSAIC WEALTH, INC.
PFS INVESTMENTS INC.
WELLS FARGO CLEARING SERVICES, LLC
ADVISORS ASSET MANAGEMENT, INC.
ASPIRE CAPITAL ADVISORS LLC

Investors

Kao Va Xiong
TRISTAN M COUDRIET
Mary Stang
Jason R Ledesma
GREGORY MICHAEL NELSON
Jackson L Obergfell
JOHN DAVID DUBINSKY
JASON KIRBY FRANKLIN
JOSE VELIZ
CHRISTOPHER ANTHONY PANAGIOTU
IAN HARTLEY
RYLEE ANN SIVERTSEN
Christine Marie Jackson
Ryan Carwin Linford
Betty Ann Lake
Cade Carter Barrett
ELIZABETH HARTLEY
Jason Robert Light
Jordan A Walter
JOHN CHITALEY
RANDALL CONRAD MAAG
NATHAN CIOLEK
WILLIAM THORNTON MOODY
LON RICHARD LEDVINA
SARAH ELIZABETH MANLEY
DANIELE MARIE LEDVINA
SUE CAROL BOWMAN
HEATHER FAVERMAN AQUINO
ROBERTA J DONLEY
ERIK DAVID MICKELSON
Christopher Miller McNabb
Ian B Corneille
JANET LYNN PACK
Eric Russell Lansford
Sheila Snowdon

Within 25 miles of AMERICAN LAKE, WA, Best Investors lists 116 registered investment advisory firms with 445 offices nearby, managing about $12.9T in combined regulatory AUM across 2,952,918 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 AMERICAN LAKE

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM