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Best financial advisors in Basin City, WA

Registered advisers within 25 miles of Basin City, WA.

Offices
22
Firms
10
Combined AUM
$4.33T
Firm-wide filings, not assets booked only here
Clients
686K
686,325 clients when Item 5C has a number
Avg / client
$6.31M
Combined AUM ÷ clients

Nearby offices

Firms

STRATEGIC FINANCIAL CONCEPTS, LLC
LPL FINANCIAL LLC
EDWARD JONES
CHRISTENSEN, KING & ASSOCIATES INVESTMENT SERVICES, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
MCM ADVISORY, LLC
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

TONY MERRILL ASHTON
STEPHEN NEPHI ASHTON
Travis J Clifton
Aaron John Russell
Luke Flohr
JOSEPH WILLIAM CROWTHER
JOSEPH MICHAEL REID
ANTHONY PRINCE ADAMS
ALEXANDER R KING
MOLLY J ANDLER
ROBERT ARPKE MCBRIDE
CARYLE EILEEN BROWN
ROBIN RENEE GOULD
SCOTT MARSH BRUNSON
Shasta Colleen Meyers
Erica Lee Clontz
Michelle Eileen Kennedy
Tanner Douglas Ricketts
Kendall Ann Horlacher
RENE MICHELLE APODACA
Helga Joy Behen
Jonah Wilcott
Chad Thomas McDonald
Sean D Haselrig
Ryan Andrew Shannon
ROGER NOEL MATSON
NICOLE AMBER MCCALMANT
Harry Van Dyken
Terry Allen Sliger
Brian Swearingen
FRANCIS QUEMUEL ROBLES
Ryan Allan Brault
McKenzie Lenee' Thompson
Ryne Andreason
Gracie Nicole Bartoldus
VLADIMIR NIKOLAY KRINITSYN
Brad Allen McCain

Within 25 miles of Basin City, WA, Best Investors lists 10 registered investment advisory firms with 22 offices nearby, managing about $4.33T in combined regulatory AUM across 686,325 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 Basin City

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 PRIMERICA ADVISORS 4,015 advisers $15.5B AUM 7 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 8 STRATEGIC FINANCIAL CONCEPTS, LLC 75 clients · 38 advisers $928M AUM