Best Investors Account Sign in

Best financial advisors in Bonney Lake, WA

Registered advisers within 25 miles of Bonney Lake, WA.

Offices
485
Firms
118
Combined AUM
$13.2T
Firm-wide filings, not assets booked only here
Clients
3.02M
3,021,881 clients when Item 5C has a number
Avg / client
$4.38M
Combined AUM ÷ clients

Nearby offices

Firms

INTEGRITY ADVISORY SOLUTIONS
EDWARD JONES
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
THRIVENT INVESTMENT MANAGEMENT INC.
CETERA INVESTMENT ADVISERS LLC
PFS INVESTMENTS INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

Scott Terry
Shawn Feist
Jennifer Anne Richards
Jacob C Hardy
Jeffrey R. Hardy
Alexander Jeffrey Hardy
SCOTT PATRICK HURST
Heather A Lewis
Katherine Lacey Irwin
Deborah Gregory
Sean Patrick Donahue
GUY A ELLISON
Matthew S Weber
Jennifer Wynn Bahr
JONATHAN MICHAEL EDMONDS
MICHAEL BARRY SMOLKO
Robert Shipley Ennis
Dawn Boyle
Cameron Thrall
Laine M Ducote
CARL Augustine HESSEL
Douglas Esterly
Sara Sas
Jacob Lee Ronish
JERRY FRANCIS GINTZ
GEORGE JOHN MARTONIK
Cormac Elijah Carroll
Shawn Patrick Fowler
Dominic M Hernandez
Shane Benjamin Klingenstein
Michele Victoria Montoya
Trey Anthony Wells
BENJAMIN BAFFA

Within 25 miles of Bonney Lake, WA, Best Investors lists 118 registered investment advisory firms with 485 offices nearby, managing about $13.2T in combined regulatory AUM across 3,021,881 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 Bonney 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 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