Best financial advisors in Belfair, WA

Registered advisers within 25 miles of Belfair, WA.

Offices

213

Firms

72

Combined AUM

$9.39T

Firm-wide filings, not assets booked only here

Clients

1.43M

1,425,564 clients when Item 5C has a number

Avg / client

$6.59M

Combined AUM ÷ clients

Nearby offices

AMERIPRISE FINANCIAL SERVICES, LLC

23211 NE State Route 3 Ste A
Belfair, WA 98528

PFS INVESTMENTS INC.

3530 NE OLD BELFAIR HWY STE D
BELFAIR, WA 98528

MOUNTAIN LAKES CAPITAL MANAGEMENT LLC

320 E DALBY RD STE D
UNION, WA 98592

10.9 miles away

EAGLE STRATEGIES LLC

12105 109TH ST NW
GIG HARBOR, WA 98329

11.1 miles away

EDWARD JONES

423 SW SEDGWICK RD SUITE 121
PORT ORCHARD, WA 98367

11.9 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

1551 SE Piperberry Way Ste 151
Port Orchard, WA 98366

EDWARD JONES

231 SW Wilkins Dr
Port Orchard, WA 98366

13.1 miles away

LPL FINANCIAL LLC

3129 GREENMONT LN NW
BREMERTON, WA 98312

13.5 miles away

CETERA INVESTMENT ADVISERS LLC

504 DEKALB
PORT ORCHARD, WA 98366

13.6 miles away

EDWARD JONES

2299 BETHEL STE 102
PORT ORCHARD, WA 98366

13.6 miles away

PLANMEMBER SECURITIES CORPORATION

5720 144th St. N.W., Ste.102
Gig Harbor , WA 98332

13.9 miles away

LPL ENTERPRISE, LLC

1700 MILE HILL DR SUITE 264
PORT ORCHARD, WA 98366

14.1 miles away

THE DAYTON COMPANY INC

5727 BAKER WAY NW SUITE 101
GIG HARBOR, WA 98332

14.3 miles away

DECISIONPOINT FINANCIAL, LLC

5727 Baker Way Suite 107
Gig Harbor, WA 98332

14.3 miles away

DECISIONPOINT FINANCIAL, LLC

5727 Baker Way NW Suite 107
Gig Harbor, WA 98332

14.3 miles away

EDWARD JONES

5727 BAKER WAY NW STE 205
GIG HARBOR, WA 98332

14.3 miles away

PIONEER SQUARE ADVISORS, LLC

5410 119TH ST CT NW
GIG HARBOR, WA 98332

14.4 miles away

J.P. MORGAN SECURITIES LLC

5225 BORGEN BLVD NW
GIG HARBOR, WA 98332

14.7 miles away

WELLS FARGO CLEARING SERVICES, LLC

1488 OLNEY ST SE
PORT ORCHARD, WA 98366

14.7 miles away

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

1497 OLNEY AVE SE
PORT ORCHARD, WA 98366

14.7 miles away

Firms

AMERIPRISE FINANCIAL SERVICES, LLC

PFS INVESTMENTS INC.

MOUNTAIN LAKES CAPITAL MANAGEMENT LLC

EAGLE STRATEGIES LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

LPL FINANCIAL LLC

CETERA INVESTMENT ADVISERS LLC

PLANMEMBER SECURITIES CORPORATION

LPL ENTERPRISE, LLC

THE DAYTON COMPANY INC

DECISIONPOINT FINANCIAL, LLC

PIONEER SQUARE ADVISORS, LLC

J.P. MORGAN SECURITIES LLC

WELLS FARGO CLEARING SERVICES, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

NATALIE JUNE PACE

STEPHANIE MARIE DORMANN

REBEKAH DANIELLE WILLIAMSON

ROBERT GARY BAILEY

JANELLE CHARLOTTE PRUETT

DREW CHRISTIAN MACEWEN

ZACHARY MATTHEW WONG

Denette Keakealani Chu

Cameron Martin Smith

Thomas O'Dell Hanrahan

Teresa Michelle Bryant

DAVID LAWRENCE COULTER

HARRY JOHN KEPPERT

Lisa Suzanna Moore

Kevin W Isenhart

Rogelio Gonzalez

MICHAEL L DAYTON

MATTHEW CLAWSON

Jacob Elijah Laws

CHADD SIMEON PEACHEY

EMMANUEL GARCIA

Robert S. Eiford

Within 25 miles of Belfair, WA, Best Investors lists 72 registered investment advisory firms with 213 offices nearby, managing about $9.39T in combined regulatory AUM across 1,425,564 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 Belfair

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM