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Best financial advisors in Bethel, WA

Registered advisers within 25 miles of Bethel, WA.

Offices
414
Firms
112
Combined AUM
$11.5T
Firm-wide filings, not assets booked only here
Clients
2.93M
2,932,614 clients when Item 5C has a number
Avg / client
$3.92M
Combined AUM ÷ clients

Nearby offices

Firms

U.S. BANCORP ADVISORS, LLC
EDWARD JONES
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE FARM INVESTMENT MANAGEMENT CORP.
INTEGRITY ADVISORY SOLUTIONS
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
KEY INVESTMENT SERVICES LLC
INVESTORS PORTFOLIO SERVICES LLC

Investors

Ken Le Pham
Dustin Hocking
Nolan Bailey
James Burton Morgan
Glenn Ray Richardson
David Jonathan Sienkiewich
CHRISTIAN DAVID MCCLUNG
Brandon Michael Bules
Jacob Crause
TONY RINGO BROOKS
Diane M. La Marr
Chantelle R La Marr
Aghil Masoun
Adam Andrew Gulley
Brooke Christen Baker
Ryan Robert McCloskey
Joseph Todisco
GERALD ALBERT MOODY
Aaron Taylor Fields
PRISCILLA MAE SUHRE
Andrew F Brown
Artell Whitaker
Adam Epperson
Blair Kelly Sexton
Melissa G Blattler
Mart K Mitchell
Charean Ellen Mead
Noah Daniel Fenz
FRANK VINCENT GALLO
THOMAS JAMES BOWMAN

Within 25 miles of Bethel, WA, Best Investors lists 112 registered investment advisory firms with 414 offices nearby, managing about $11.5T in combined regulatory AUM across 2,932,614 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 Bethel

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM