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Best financial advisors in Bryn Mawr, WA

Registered advisers within 25 miles of Bryn Mawr, WA.

Offices
1,540
Firms
520
Combined AUM
$20.1T
Firm-wide filings, not assets booked only here
Clients
3.39M
3,390,923 clients when Item 5C has a number
Avg / client
$5.93M
Combined AUM ÷ clients

Nearby offices

Firms

PLANMEMBER SECURITIES CORPORATION
LPL FINANCIAL LLC
KEY INVESTMENT SERVICES LLC
DECKER RETIREMENT PLANNING INC.
CETERA INVESTMENT ADVISERS LLC
J.P. MORGAN SECURITIES LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
OSAIC WEALTH, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO CLEARING SERVICES, LLC

Investors

David Dotson
LANCE KENJI NEKOTA
DARREN DOUGLAS HOREJSI
SERGIO GABRIEL GARZA
BRENDA SUE HUBER
CATHERINE MARIE SIMMONS
Nathaniel Allan Engstrom
TONYA N PARKER
JEREMY BARRETTE
Jordan Price
Edward L Bang
DAVID MATHEW FRYER
JEFFREY G LAVEZZI
MICHAEL BARRY RACKNER
Ronald John Gubelman
BARNEY DANIEL
THOMAS GREGORY MERCER
NANCY THI TRAN
Michael Wayne Flewelling
Heather Noelle Odegaard
BRIAN GEORGE LOCKE
MATHEW DAILEY
MATTHEW BONDURANT WAHLMAN
STEVEN DALE VERTREES
Bret Patrick Edensword
Cole Jonathan Mattson
Michael Bishop Schwartz
Jason Richert
LINDSEY RAE MCKAY
Carrie Margret Anderson
KELLY C MCKAY
JAMES RUSSELL MCKAY
James Lennon
THERESA MARIE TRINIDAD
REBECCA ANN BYUS
RICHARD JOHN ARTURA
JONATHAN BRIAN VERT
Daniel Martiniello
ANTHONY MARTINIELLO
Tucker Joseph Mjelde
RANDALL SCOTT LINDE
GRIFFIN GEORGE MEYERS
EDWARD JOSEPH HARRIS
HEIDI EVA SMITH
Gregory Lankston
Jeremy Vincent Meneray
KEVIN ANDREW NANTHRUP
AARON MARTIN SMITH
AMBER COLETTE HELMS
FRANCES E SCHRAM
KEVIN BRUCE WALL
BRETT JERALD FERGUSON
CASSIDY NOELLE RICHMOND
Conner Elliott
Jacob Scott Linde
Cody James Laing
Hsin Yi Kao
Jorge Gordillo
BRIAN DELBERT FREDERICK
Nhat Thi Minh Bui
ANDREW WILLIAM RODGERS
Devin Garrett Loughlin
Brandon Michael Matthews
Phillip Ussery
Calvin A Bright
Tony C Bright
DARRELL KURT DOUGLAS
ERIC LEE EVERSOLE
TINH TRONG VU
Claude George Bullock
Aaron M Easter
Shannon Van Dyken
Everistus Etafo
TERRANCE PATRICK ZARAGOZA
ROBERT MURRAY JOHN VAN ALLEN
NICOLE YVONNE REIF
JEFFREY MICHAEL DOWNER
PATRICK ALLEN ROSSI
IAN A SOUTHALL
KELCI ELISE VAN TULDER

Within 25 miles of Bryn Mawr, WA, Best Investors lists 520 registered investment advisory firms with 1,540 offices nearby, managing about $20.1T in combined regulatory AUM across 3,390,923 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 Bryn Mawr

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