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Best financial advisors in City Of Spokane Valley, WA

Registered advisers within 25 miles of City Of Spokane Valley, WA.

Offices
310
Firms
113
Combined AUM
$11.9T
Firm-wide filings, not assets booked only here
Clients
2.52M
2,516,990 clients when Item 5C has a number
Avg / client
$4.74M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PACIFIC WEALTH ADVISORY, LLC
J.P. MORGAN SECURITIES LLC
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
LPL FINANCIAL LLC
GLOBAL ASSETS ADVISORY, LLC
SIMPLICITY WEALTH
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
GRIFFITHS, DREHER & EVANS, P.S., CPAS
EVERSOURCE WEALTH ADVISORS, LLC

Investors

Jared R Christy
GINA CHRISTY ROCCO-GREEN
DAVID WILLIAM CHRISTY
Austin Von Mullenix
BILLY G STORLIE
Ryan W Robinson
Robert Wayne Astin
Benjamin R Green
JEFFREY ALLEN REYNOLDS
CAMERON DOUGLAS MALCOLM
Joseph Behler
Filip G Fullerton
MICHAEL DALE OTIS
Casey David Getty
Brandon Hoadley
Eric John Conway
KIRBY D BROWN
THOMAS CARTER COFFIN
COREY DOUGLAS ROSS
JESSE JEROME COLE
Bryce Patterson Lee
Sean Keenan Mahoney
Scott D. Brockway
Shane Boehm
GREGORY THOMAS KELLY
TODD WILLIAM EVANS
DEANNA MARIE DREHER
JAMES SHAWN COLEMAN
Cameron Douglas Scott
Alec Taylor Griffiths
ERIC JAMES BLAZEKOVIC
BRETT GREGORY SMITH
Raymond James Eichten
Tyler Snyder
KEVIN THOMAS GRADY

Within 25 miles of City Of Spokane Valley, WA, Best Investors lists 113 registered investment advisory firms with 310 offices nearby, managing about $11.9T in combined regulatory AUM across 2,516,990 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 City Of Spokane Valley

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM