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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

OCCIDENTAL ASSET MANAGEMENT, LLC
SOUNDPATH RETIREMENT STRATEGIES, LLC
COLDSTREAM WEALTH MANAGEMENT
ALTRAVUE CAPITAL, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EDWARD JONES
ARCHON CAPITAL MANAGEMENT LLC
PAUL R. RIED FINANCIAL GROUP, LLC
CAPTRUST
BLAIR HALL ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NORTHERN LIGHTS ADVISORS, INC.
LPL FINANCIAL LLC
RERO LLC

Investors

JOHN CHRISTIAN WILBOURNE
Benjamin John Koval
Benjamin Lee Farrow
Noah Lee Hernandez
Matthew Robert Lybarger
DINA LAUREN LIENING
HEATHER LEE KESSLER
DARIN ANDREW SEVIER
Davis Alexander Karaica
Reem Yousef Rizk-Hunter
Lindsay Diana Hessel
Danielle Midori Uemura
Ethan Cole Luxton
Janice Tina Dsilva
Eric Anderson Newman
RICHARD ALLEN MERRIFIELD
DAVID GORDON ROBERTS
KEVIN DALE PETERSON
DAVID EDWIN POWERS
JOE LOUIS CERVANTES
ROGER CLIFFORD REYNOLDS
ANNE MARIE STONICH
JAMES MATTHEW WALSH
VICTORIA KAY SERLES
HOWARD ALAN COLEMAN
JAMES B. CLAYPOOL
SIMRAN BAJAJ
ALICIA FOLLMER
THOMAS CHARLES OVENDALE
VINCENT TAT ON LEE
DETLEF SCHREMPF
HILARY MAY CLARK
PATRICK WILLIAM CORCORRAN
WILLIAM F. VIPOND JR.
KRISTI ANN PANZA
DARREN DAVID RITCHIE
ALISSA JESS WRIGHT
BRITTANY SERLES GABELEIN
MATTHEW STEWART SAMPSON
CHRISTOPHER PATRICK BLAKESLEE
KRISTA MARIE CHARLTON
Arthur Jacob Winston
KURT MICHAEL BIEDERMAN
JENNIFER LYNN Harrison
KYLE BERKLEY LARSON
Michelle Lynn Decaire
BETHANY RACHELLE PURKAPILE
Rex Jordan Lau
JORDAN TRAVIS
Gunnar Martin Ildhuso
COREY JAMES DALLAS
Colby Chance Stirrat
KEELY RENAE SURATT
William Maclean Cunningham
Jocelyn Ann Stephens
Bryce Kendrick James Fitzwilson
Jack Thomas Gardner
Ian Asher Lung
Ken Yuta Lin
Elizabeth Grace Anderson
Adrian Cabrera-Ramirez
Nicholas Russell Rodwick
Jose Guadalupe Ramos
VONEEN CAMILLE BRIGHT
ERIC MARTIN SCHUEHLE
MELODY MARIE BEHNKE
BRIAN MICHAEL HEFELE
REBECCA SUE WILCOX
JAMES DAYTON GUARD
RACHEL R MCCRACKEN
IAN BROOKS CURTISS
MATTHEW THOMAS GRAY
DAVID KENNETH MCINTOSH
HEATHER O HAMAMOTO
RACHEL KAYLYN BORSINI
DANIELS PETERA DELS VOYTESHONOCK
FRANCES YOUNG LEE
GARRETT GORDON DEAN
Alexander Jordan Schrempf
Pierson Bennett Zahn
Wentao Liu
John Gross
Amanda Jane Louise Stribrny
Julia N Marzella
Anthony Higgins
NICHOLAS RHODES RUNNING
Yongtai Qi
Kyle S McMahill
Katherine Anne Brown
Henry LeMaster
GLEN JONATHAN GOLAND
Erika Swick Allen
Larissa Thompson Vidal
KEVIN MICHAEL FITZWILSON
MARK PHILLIP ROSENBAUM
RYAN J CHRISTENSEN
JOSHUA E HARRIS
SHELBY ANN DESIERVO
ANNA KATHERINE SHAW
NOEL SANCHEZ
Jesse Benjamin Sigrist
Thanh Evoniuk
Nicholas Robert Buckley
Krisztian Gabor Jeszenszki
MEGAN CABLE HANNAH
SCOTT JEFFERY SCHULER
Jordan KOHTA Shimabuku
THOMAS EATON PARKHURST
ANDREW WADE HERGERT
Joshua Damon Michael Madore
MICHAEL JAMES KERNAN
THOMAS TAEMIN KIM
John Daniel Leick
Miwa Leick
TRAVIS WILLIAM RUS
Sunil Navin Sanghvi
Bryant Pae
Alessandro Biagio Gulino
JASON PAUL MILLER
Kenneth Wayne Powell
PAUL RICHARD RIED
ADAM JORDAN
KELLY ANDREW KOLSTAD
STANLEY THEODORE WOODROME
Georgia Ann Maloy
Daniel Yinfu Shen
TIMOTHY ROSS KIMMEL
KYLE EDWARD HAUGE
MELISSA ANN KARPEN
Ashley Kathleen Frost Corley
Michael Thomas Coyne
Ryan Eric Colkitt
VINH HOANG NGUYEN
Clayton Hunter
MATTHEW MICHAEL MYERS
GEOFFREY PETER SCHOCK
SABRINA KATHLEEN MCGURR
THOMAS HENRY GERSON
Richard Thomas Shaw
Judith Salas
MARTIN ERIK LUNDGREN
KRISTINA KATHLEEEN DRAPER
BRIAN LYLE WHITAKER
Austin Stilwell Heady
ka leung alfred tong
Yanling Dai
Charles Francis Taylor

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