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Best financial advisors in Bitter Lake, WA

Registered advisers within 25 miles of Bitter Lake, WA.

Offices
1,309
Firms
476
Combined AUM
$19.9T
Firm-wide filings, not assets booked only here
Clients
3.39M
3,389,252 clients when Item 5C has a number
Avg / client
$5.87M
Combined AUM ÷ clients

Nearby offices

Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
STARTUP HAVEN VENTURES
EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
KEY INVESTMENT SERVICES LLC
J.P. MORGAN SECURITIES LLC
U.S. BANCORP ADVISORS, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
SKG INVESTMENT SERVICES, LLC

Investors

Emma Alejandra Moreno Rincon
William B George
Ronald Charles Gascoyne
ERIN MARIE ISON
Jonathon Robert Johns
Priscilla Braden
ADAM CHRISTOPHER SABALA
MICHAEL LAWRENCE CARMONA
Jonathan Barrett Prinz
Desiree Hajek
Jessy Harb
Eric Radcliffe
DARREN BEACH POMEROY
Sue Park Yoon
MATTHEW LEE OGURKOW
TAYLOR JOHN COX
Suzan Shayler
Derrik S A Sankey
KARIN JO NILSSON
LYNN MARIE BRIX
CHARLES BRETT LEWIS
SHAWN PATRICK WHATLEY
Joanne Wagner
GAVIN CLAYTON CHINN
WENDI B. VALLES
COREY MICHAEL COX
Katherine Elizabeth Maher
Tiffany Lynn Gough
STEPHEN KELLEY GATTIS

Within 25 miles of Bitter Lake, WA, Best Investors lists 476 registered investment advisory firms with 1,309 offices nearby, managing about $19.9T in combined regulatory AUM across 3,389,252 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 Bitter Lake

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 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM