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Best financial advisors in Castle Rock, WA

Registered advisers within 25 miles of Castle Rock, WA.

Offices
31
Firms
12
Combined AUM
$3.83T
Firm-wide filings, not assets booked only here
Clients
797K
796,812 clients when Item 5C has a number
Avg / client
$4.81M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
PFS INVESTMENTS INC.
CONTINENTAL INVESTORS SERVICES, INC.
CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
RETIREMENT STRATEGIES

Investors

Garrett Orien Ashby
Chelsey N Sorensen
Maria Liliana Hart
Eric C. Brudi
Nolan Ronald Brudi
BRETA L GRUMBOIS
HELEN RUTH ALEXANDER
Ronald Dean Horn
JESSICA Wade
Nicholas Daniel Lemiere
Matthew Tye Wiltse-Hiatt
RACHELLE ELAINE KEITH
LYNELLE RAE CLARK
JOSHUA GEORGE SMITH
Melissa Diaz
Jeffrey Marshall Bartleson
AILI M WILD
MICHELLE FRANCIS ELO
BETTY JANE TREMBLEY
MAX BRYAN KAMP
ROBERT LINCOLN NASH
TERRY LOUISE GRAMBO
Levi Thomas Godinho
DAMON DAVID GEORGE
SOPHIA JANSSEN SPENCER
MALCOLM CHARLES BEARD
STEPHEN PHILIP FULLER
SARAH ANN WALLACE
GINA MARIE PAFUNDI
JAMES DENIS PAFUNDI
Kenneth Michael Wachtendorf

Within 25 miles of Castle Rock, WA, Best Investors lists 12 registered investment advisory firms with 31 offices nearby, managing about $3.83T in combined regulatory AUM across 796,812 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 Castle Rock

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

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 5 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B 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 PRIMERICA ADVISORS 4,015 advisers $15.5B AUM