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Best financial advisors in Bellingham, WA

Registered advisers within 25 miles of Bellingham, WA.

Offices
173
Firms
75
Combined AUM
$9.51T
Firm-wide filings, not assets booked only here
Clients
1.47M
1,466,222 clients when Item 5C has a number
Avg / client
$6.48M
Combined AUM ÷ clients

Nearby offices

Firms

FINANCIAL PLAN, INC.
GOODRICH & ASSOCIATES, LLC
D.A. DAVIDSON & CO.
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
WELLS FARGO CLEARING SERVICES, LLC
PRIVATE ADVISOR GROUP, LLC
SATURNA CAPITAL CORPORATION
WEST INVEST
CETERA INVESTMENT ADVISERS LLC
J.P. MORGAN SECURITIES LLC
WAYCROSS INVESTMENT MANAGEMENT CO
AMERIPRISE FINANCIAL SERVICES, LLC
CAPSTONE RIA

Investors

Justin Lloyd Gross
Dillon Augustus Quintana
DAVID ALDEN DICK
NATHAN JAMES TWINING
Gabriel Aaron Twining
LYDIA CHUNG LOK
ANDREW MARTIN ZENDER
KELSEY LYNN BOUWMAN MARTIN
Quinn Thomas Vicars
Mailinh Rose Tenorio Vu
Levi Brian Westra
WILLIAM DEVIN WOLF
JAMES BARBER TWINING
MATTHEW MARCELLUS GOODRICH
ERIC RICHARD PEDERSEN
Bradley Robert Alvord
STEVEN LEE ALVORD
KELLY D JENSEN
MICHAEL THOMAS MEGGYESY
Ariel Elana Joseph
Rhea Evans Booth
Joshua Keith Fish
TYLER WELLS GOODRICH
THOMAS GERARD DONAGHY
BEN JOYCE
KAREN L RICHARDS
DANIEL JOHN DAVIS
WILLIAM JUNG ZOLLNER
CHELSEA DAWN WELLS
MARICEL C DALERE
LIANA LEE FREEMAN
JENNY ZHENG
TONI LORRAINE TAFT
JOSH BARRETT
RYAN THOMAS DONAGHY
David Patrick Mar
Kelsey Klevenberg
Jeremy Ferrera
Sara Kathleen Wynne
CRAIG ALLEN BROWN
Megan Cherry Lewis
Nickolas Tadashi Vitalis-Troupe
Luke Bengen Smith
LAMAR A WEST
Korinda Luv Bullard
LaVelle Blair West
EMILY PAIGE WEST SCHULTZ
Alice Tweit
Kristi Jayne Huizenga
RICHARD MAX STEELE
MIRANDA LYNN PETERSEN
Theodor James Pechthalt
Zwi Anthony Pechthalt
WILLIAM TRAVIS OLSEN
Lino Marioni
ADAM J FABER
LUTHER HARTWELL HODGES
MICHAEL FREDERICK RYAN
DAVID GEOFFREY SCHNEIDER
Michael Anthony DiNino
ADAM BLAKE HANACEK

Within 25 miles of Bellingham, WA, Best Investors lists 75 registered investment advisory firms with 173 offices nearby, managing about $9.51T in combined regulatory AUM across 1,466,222 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 Bellingham

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 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM