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Best financial advisors in Buena, WA

Registered advisers within 25 miles of Buena, WA.

Offices
53
Firms
27
Combined AUM
$7.40T
Firm-wide filings, not assets booked only here
Clients
1.46M
1,456,469 clients when Item 5C has a number
Avg / client
$5.08M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
HERNANDEZ FINANCIAL
TIETON CAPITAL MANAGEMENT
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
ALEGRIA ASSET MANAGEMENT
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
WHITE & COMPANY FINANCIAL PLANNING, INC.
CWM, LLC
U.S. BANCORP ADVISORS, LLC
EAGLE STRATEGIES LLC

Investors

LAVON P FERGUSON
Roger W Kinder
Jeremy Ryan Kelley
JESSE HERNANDEZ
MATTHEW WALTER DHANE
WILLIAM JOSEPH DEZELLEM
Alex McLean Ditto
Scott Dean Holt
NORMAN REID
DAVID JAMES LAZORIK
Nyan J Hartman
KEVIN GOOD
CAMILLE SNELL
CRAIG BOYD MENDENHALL
STEVEN JAMES PILGER
BRAD HANSEN
JAMES MARK MORRISON
Morris Todd Brack
David Nicholas Ellis
TODD FREEMAN HOMER
KAREN N ESQUIVEL
GREGORY D VANDER TOP
THOMAS ALBERT WHITE
JAMES ERIC PARKER
MISTI D WIEDERSPOHN
Anders Delt Clark
Alicia Anne Meissner
Porter T Loyd
CLARK LEROY PERMANN
JOHN ROGER MC DOUGALL
Brian Kent Bliesner
Steven G Meyer
Eric B Davis
Aaron Robert Jetton
NICHOLAS D ROGERS

Within 25 miles of Buena, WA, Best Investors lists 27 registered investment advisory firms with 53 offices nearby, managing about $7.40T in combined regulatory AUM across 1,456,469 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 Buena

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM