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Best financial advisors in Bangor, WA

Registered advisers within 25 miles of Bangor, WA.

Offices
804
Firms
343
Combined AUM
$17.8T
Firm-wide filings, not assets booked only here
Clients
3.17M
3,171,214 clients when Item 5C has a number
Avg / client
$5.61M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
ILLUMINE INVESTMENT MANAGEMENT, LLC
LPL FINANCIAL LLC
WEALTH SOLUTIONS BY DESIGN, PLLC
COMMONWEALTH FINANCIAL NETWORK
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
KEY INVESTMENT SERVICES LLC
U.S. BANCORP ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
VANDERBILT ADVISORY SERVICES

Investors

Jeffrey Allen Olson
Kristine Marie Booth
DANIEL KURTIS BROWN
BRANT OWEN GREENE
Robert W Morgan
Enric Sifa
MARK EDWARD MCCOMSEY
Shiyi Zhang
IVAN JEVREMOVIC
MICHAEL JOSEPH BUS
Jessica Claire Nino
Lisa Kerwin
Kyrsten E Wooster
Kylee Beth Nemeth
Emma Josephine Brezler
Ryan James Risch
THOMAS EDMUND DEICHERT
Connor Brian Smith
Evan Rae Tidball
Todd Endicott Tidball
Kevin Jordan Campbell
Christian D Drew
John Alan Grosshans
Daniel Reber
Richard T Eatinger
Philip K McEwen
Anthony Nguyen
Nicholas Maderis
Deanna Lynn O'Neal
Angela Maria Sell
Lauren Spencer Nokleby
STEVEN PATRICK FINNEGAN
ALAN WAYNE TORREY
Nathan Zachary Wolanski
ANONA MARTINA KLABO

Within 25 miles of Bangor, WA, Best Investors lists 343 registered investment advisory firms with 804 offices nearby, managing about $17.8T in combined regulatory AUM across 3,171,214 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 Bangor

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 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM 8 PARAMETRIC PORTFOLIO ASSOCIATES 19 clients · 7 advisers $685B AUM