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Best financial advisors in Bothell, WA

Registered advisers within 25 miles of Bothell, WA.

Offices
1,331
Firms
489
Combined AUM
$20.3T
Firm-wide filings, not assets booked only here
Clients
3.41M
3,411,596 clients when Item 5C has a number
Avg / client
$5.94M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
U.S. BANCORP ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE FARM INVESTMENT MANAGEMENT CORP.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
A5 FINANCIAL LLC
INVESTOR RESOURCES INC
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
COMPOUND PLANNING, INC.
STRATEGIC ADVISERS LLC
SOUND INVESTMENT STRATEGIES, INC.
STRATEGIC BLUEPRINT, LLC

Investors

Heidi Kay Hargarten
Kessanee Johnson
Keanan Jacobson
William Michael Barlowe
STACEY RENAY POLEVOY
Colby Mayberry
Justin A Lukas
Bryna Jean Panger
Cameron Justin Wolf
Christopher Weber
Shiva Rahmati
Vijayalakshmi Soundararajan
Trevor M Pence
Rachel Elaine Sjavik
Jordan R Karlous
CHRISTOPHER DAVID JONES
THOMAS C MCLAURIN
Kevin Omid Alaghemand
Chung Suen
DONALD DIXON TRAVIS
Randy David Busch
JOHN ALLEN CARRUTHERS
NEIL FREDERICK FENNING
PERRY THOMAS SIKES
DONALD GAYLEN CREECH
KATRINA LOUISE VAN RENSUM
SCOTT Douglas HEDGCOCK
COLTON JEROME SMITH
JONATHON LEE
COURTNEY JONES
JEDEDIAH JOHN SIRES
ROBERT Warren HAMM

Within 25 miles of Bothell, WA, Best Investors lists 489 registered investment advisory firms with 1,331 offices nearby, managing about $20.3T in combined regulatory AUM across 3,411,596 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 Bothell

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