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Best financial advisors in Centerville, WA

Registered advisers within 25 miles of Centerville, WA.

Offices
7
Firms
5
Combined AUM
$1.45T
Firm-wide filings, not assets booked only here
Clients
41.0K
40,955 clients when Item 5C has a number
Avg / client
$35.4M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
EAGLE STRATEGIES LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
VON BORSTEL & ASSOCIATES

Investors

Tara Jane Donivan
Heather Marie Runyon
J R Runyon
DEAN ALAN DOLLARHIDE
JOHN BENSON COATS
JOHN CHARLES BRUNK
WAYNE VON BORSTEL
SANDRA AGUIRRE PIZA
ANSON DAVID LILIENTHAL
Anna Rebecca McClure
LEON FRANCIS DORICH
Alec Jordan Yangos
Jan M Schneider
Kelly Axel Comstock
Douglas M Comstock
James Robert Frakes

Within 25 miles of Centerville, WA, Best Investors lists 5 registered investment advisory firms with 7 offices nearby, managing about $1.45T in combined regulatory AUM across 40,955 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 Centerville

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 3 EAGLE STRATEGIES LLC 6,662 clients · 2,548 advisers $32.0B AUM 4 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 5 VON BORSTEL & ASSOCIATES 4 advisers $680M AUM