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Best financial advisors in Cathlamet, WA

Registered advisers within 25 miles of Cathlamet, WA.

Offices
28
Firms
12
Combined AUM
$3.87T
Firm-wide filings, not assets booked only here
Clients
482K
482,489 clients when Item 5C has a number
Avg / client
$8.02M
Combined AUM ÷ clients

Nearby offices

Firms

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

Investors

SOPHIA JANSSEN SPENCER
MALCOLM CHARLES BEARD
Matthew Tye Wiltse-Hiatt
STEPHEN PHILIP FULLER
SARAH ANN WALLACE
GINA MARIE PAFUNDI
JAMES DENIS PAFUNDI
Kenneth Michael Wachtendorf
RACHELLE ELAINE KEITH
LYNELLE RAE CLARK
JOSHUA GEORGE SMITH
Levi Thomas Godinho
DAMON DAVID GEORGE
Nicholas Daniel Lemiere
AILI M WILD
MICHELLE FRANCIS ELO
BETTY JANE TREMBLEY
MAX BRYAN KAMP
ROBERT LINCOLN NASH
TERRY LOUISE GRAMBO
DAVID EDWARD DUNN
SCOTT GLENN THOMPSON
Todd P Boze
Kody Randall Joslen
TRACY HELENE AALVIK
CONNER R WALLACE
MAX DAVID ANDERSON
JOHN CHRISTOPHER ANDERSON
Ryan Littlefield
Ronald Dean Horn
BRETA L GRUMBOIS
HELEN RUTH ALEXANDER

Within 25 miles of Cathlamet, WA, Best Investors lists 12 registered investment advisory firms with 28 offices nearby, managing about $3.87T in combined regulatory AUM across 482,489 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 Cathlamet

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B 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 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM 8 PRIMERICA ADVISORS 4,015 advisers $15.5B AUM