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Best financial advisors in Battle Ground, WA

Registered advisers within 25 miles of Battle Ground, WA.

Offices
485
Firms
187
Combined AUM
$14.3T
Firm-wide filings, not assets booked only here
Clients
3.03M
3,033,039 clients when Item 5C has a number
Avg / client
$4.73M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
ALLSTATE FINANCIAL ADVISORS, LLC
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
U.S. BANCORP ADVISORS, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
VOYA FINANCIAL ADVISORS, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

Marc Francis Krsul
Luke Copko
Jennifer Linn Owens
Chandrakumar Rajaratnam
Joshua David Hollandsworth
David John Miles
RYAN GREENWOOD
Allen Akizuki
Algernon Tu
Meggan Montoya
Shannon McNairy Freeland
Devin Michael Uskoski
Robert William John Talbott
Corneliu George Lucescu
Oluwabamise A Olayisade
Andres Ernesto Jimenez
Heather M Jimenez
Robert Paul Wilmington
ROLF ANDRE ELLINGSEN
Ibrahim Lasisi
Eric Schwartz
EVAN RAY TIMPERLEY
Gregory Brent Hiatt
JULIE HAMPTON MOE
FREDRICK EUGENE DONOVAN

Within 25 miles of Battle Ground, WA, Best Investors lists 187 registered investment advisory firms with 485 offices nearby, managing about $14.3T in combined regulatory AUM across 3,033,039 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 Battle Ground

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