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Best financial advisors in Burlington, WA

Registered advisers within 25 miles of Burlington, WA.

Offices
145
Firms
54
Combined AUM
$9.21T
Firm-wide filings, not assets booked only here
Clients
1.44M
1,443,654 clients when Item 5C has a number
Avg / client
$6.38M
Combined AUM ÷ clients

Nearby offices

Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
KEY INVESTMENT SERVICES LLC
D.A. DAVIDSON & CO.
PFS INVESTMENTS INC.
THRIVENT INVESTMENT MANAGEMENT INC.
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
ROBERT W. BAIRD & CO. INCORPORATED
THE RETIREMENT SOLUTION LLC

Investors

Juan Davila
MICHAEL STEPHEN JONES
Rachel M Wangen-Hoch
Kari L Kennedy
Gursharan Singh Tiwana
Edward E Sanchez
LISA MARIE ATKINSON
KENDRA WELLES DOBBS
SCOTT DELBERT ELLIOTT
KYLE RAYMOND REEP
Jeremy Ryan McCullough
Brittany Parkhurst
STEVE MARINO PICCINI
Luke Scot Mize
Micah Nathanael Kelley
Alex Hochsprung
William P Goodman
TAMARA LARAINE DRAKE
ROBERT WILLIAM WALKER
WENDY LOUISE LUCAS
SHAWN ERIC STEFFENS
JASON DOUGLAS REICHERT
JACOB ELLIOTT DEY
Marcus Stewart
Andrew Tobias Lee
Derek Stump
JOSEPH T LINDQUIST
JENIFER LYNN BRIGHT
NIKI DIMITRIOS WALTERS
BRANDON CHARLES CARTER
Lisa Benjamin
JEFFREY LEWIS STEWART
RODNEY WAYNE CARTER
BRADLY ALAN METHNER
HELEN YOUKE TJAKRA
David Jay Granger
Timothy Uriah Price
Mikki Valentine Drake

Within 25 miles of Burlington, WA, Best Investors lists 54 registered investment advisory firms with 145 offices nearby, managing about $9.21T in combined regulatory AUM across 1,443,654 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 Burlington

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