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Best financial advisors in Carbonado, WA

Registered advisers within 25 miles of Carbonado, WA.

Offices
61
Firms
16
Combined AUM
$4.90T
Firm-wide filings, not assets booked only here
Clients
788K
788,035 clients when Item 5C has a number
Avg / client
$6.21M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL ENTERPRISE, LLC
FIREWALL CAPITAL MANAGEMENT
THRIVENT INVESTMENT MANAGEMENT INC.
MML INVESTORS SERVICES, LLC
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
KEY INVESTMENT SERVICES LLC

Investors

Mark Kevin Kafentzis
Benjamin M Bisnett
BERNADETTE DIMARUCOT JUSTINIANO
Brett M Davis
Renee Janelle Harris-Christian
Trevor P Ridgway
King Emmanuel Rainwater
VIRGINIA CARLENE BRUCE
Justus David Rainwater
Kellen Kranc
Luke Alan Olney
Caroline A Whitlock
Laura Borg Urban
Patricia E Bautista
JEFF BERRY IUNKER
HEATH JASON RAINWATER
Melissa Kathleen Anderson
VALERIE ANN JASPER
Angelo Joseph Del Vecchio
Eva Rochelle Plaster
Gina Marie Humphries
Steven C Koleszar
Taylor Rodarte
CARL Augustine HESSEL
Kwang Yi
Shane Benjamin Klingenstein
Michele Victoria Montoya
Shawn Feist

Within 25 miles of Carbonado, WA, Best Investors lists 16 registered investment advisory firms with 61 offices nearby, managing about $4.90T in combined regulatory AUM across 788,035 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 Carbonado

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T 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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 MML INVESTORS SERVICES, LLC 5,244 advisers $116B AUM 8 LPL ENTERPRISE, LLC 12,118 clients · 3,334 advisers $24.9B AUM