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Best financial advisors in Chico, WA

Registered advisers within 25 miles of Chico, WA.

Offices
656
Firms
297
Combined AUM
$17.1T
Firm-wide filings, not assets booked only here
Clients
2.84M
2,839,418 clients when Item 5C has a number
Avg / client
$6.02M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
THRIVENT INVESTMENT MANAGEMENT INC.
COMMONWEALTH FINANCIAL NETWORK
AMERIPRISE FINANCIAL SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
MORGAN STANLEY
CLEAR CREEK FINANCIAL MANAGEMENT, LLC
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
LPL ENTERPRISE, LLC
VANDERBILT ADVISORY SERVICES

Investors

Seth Paul Kunzl
David William Jordan
William Garrett Weeks
Erin Weible
KEVIN JEAN PENTZ
Jeffry Robert Thomsen
MARINA STEWART DAVIS
STEVEN COREY WHITAKER
TIFFANY LYNN TIMAR
DANIEL Delavin ADRIATICO
DEBRA L HOOKS
MATTHEW TURNER
Colleen Marie Bonafilia
KATHY D ANDERSON
JEFFERY LEE CORDER
TRACI M LESLIE
MARK L. HARTMAN
GLENN C COATES
DIANE B DESCH
Jeroen Van der Sanden
BRUCE BENNETT
MARTIN L CALVERT
SHANNON CHRISTINE CORDER
MICHAEL JAMES O'BRIEN
COOPER EDDY HARTMAN
Adam Bennett
JEFFREY LEE PALPANT
Morgan Brown
STEPHEN RUSSELL COUPE
SCOT PATRICK SAGESER
ANONA MARTINA KLABO
Gavin Joshua Tregoning
STEVEN PATRICK FINNEGAN
ALAN WAYNE TORREY
Nathan Zachary Wolanski
John Lynch Moroney
Paul Gregory Miller
Lisa Suzanna Moore
Kevin W Isenhart
JOSHUA DANIEL JEFFRIES
RICHARD SLOAN SOPER
Rogelio Gonzalez
Denette Keakealani Chu
Cameron Martin Smith
Deanna Lynn O'Neal

Within 25 miles of Chico, WA, Best Investors lists 297 registered investment advisory firms with 656 offices nearby, managing about $17.1T in combined regulatory AUM across 2,839,418 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 Chico

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM 8 PARAMETRIC PORTFOLIO ASSOCIATES 19 clients · 7 advisers $685B AUM