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Best financial advisors in Brownsville, WA

Registered advisers within 25 miles of Brownsville, WA.

Offices
1,317
Firms
499
Combined AUM
$20.1T
Firm-wide filings, not assets booked only here
Clients
3.39M
3,389,951 clients when Item 5C has a number
Avg / client
$5.93M
Combined AUM ÷ clients

Nearby offices

Firms

STRATEGIC ADVISERS LLC
EVERGREEN CAPITAL MANAGEMENT LLC
OPTICA TECHNOLOGY GROUP LLC
MACLACHLAN WEALTH MANAGEMENT
CREATIVE MONEY LLC
WELLS FARGO CLEARING SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
COMMONWEALTH FINANCIAL NETWORK
J.P. MORGAN SECURITIES LLC
B.O.S.S. RETIREMENT ADVISORS, LLC
ONYXX INVESTMENT GROUP, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
INTEGRITY FINANCIAL CORPORATION
EDWARD JONES

Investors

NICHOLAS LAWRENCE HOUK
JEFFREY MICHAEL EULBERG
KENT ALAN MACLACHLAN
Martha Jane McNeely
KAKI CHUNG
YI YU
ALEXANDER BAGDASAROV
ALLEN FRANCIS LEHNHOFF
Tyler Vincent Clavin
DENNIS VINCENT CLAVIN
Syndra Chuqian Feng
CURTIS J. NAGAI
Lisa Keleigh George
Gavin Bullock
SHINAE KIM
Yu Hong Hu
BRIAN DAVID AIREY
MONTE RAYMOND ROBINSON
DEANN NICHOLE CROSS
WARREN BERTRAM LANGSFORD
David Eugene Johnson
DAVID CHONG LEE
Allison Deette Sweeney
GERARD LLAMAS SUAREZ

Within 25 miles of Brownsville, WA, Best Investors lists 499 registered investment advisory firms with 1,317 offices nearby, managing about $20.1T in combined regulatory AUM across 3,389,951 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 Brownsville

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