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Best financial advisors in Cascade, WA

Registered advisers within 25 miles of Cascade, WA.

Offices
1,397
Firms
495
Combined AUM
$20.0T
Firm-wide filings, not assets booked only here
Clients
3.38M
3,378,335 clients when Item 5C has a number
Avg / client
$5.91M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
COMMONWEALTH FINANCIAL NETWORK
GLOBAL RETIREMENT PARTNERS LLC
AERIE ADVISORY GROUP LLC
INTEGRATED WEALTH CONCEPTS LLC
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
BENCHMARK PLUS MANAGEMENT
CONESTOGA WEALTH PARTNERS

Investors

James Kim
TORYALAI KAKAR
Traci J. Underhill
Thomas J Thielen
John A Kakarigi
Chung Suen
Kendal Walls
CHRISTOPHER DAVID JONES
Christopher Weber
Julia Dyess
Natasha Marie Bugarin
EDWARD WINSTON GROGAN
Hedyeh Arjomand
DAINTRY NOELLE PRICE
Jon Tribbel
Aaron Shepherd
Katherine M Hohimer
Brian John Herc
Douglas Sullivan
Michael Ferrera
Franklin Scott Newton
SAMANTHA L DEAN
BRIAN ANDREW PIERSON
SHARON LEE COOPER
HOLLY FOSS D'ANNUNZIO
ROMAN GUY BRENT
Jessica Elise Storey
Daniel Jackson
GUY PATE RIDOUT
HOMER SCOVILLE SMITH
Dwight Alan Anderson
Eric Daniel
MARQUIS RICHARDSON
MAXWELL GRABER
Baron Ross Kuhn
Jonathon Robert Johns
Priscilla Braden
SHERRY ELIZABETH GOW
THERESE JIGANTI STEWART
Zachary Rosenbloom
Ryan Fabian Grimmer
MATTHEW JERRY FERGUSON
CHARLES EDGAR CLARK
Erwin Reguindin
MELISSA LAURA COURNYER
CONNER MATHEW HARTMANN
ANDREW ROBERT THIBEAULT
KLAUDIA ANNA A CONRADT

Within 25 miles of Cascade, WA, Best Investors lists 495 registered investment advisory firms with 1,397 offices nearby, managing about $20.0T in combined regulatory AUM across 3,378,335 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 Cascade

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