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Best financial advisors in Cle Elum, WA

Registered advisers within 25 miles of Cle Elum, WA.

Offices
16
Firms
10
Combined AUM
$3.26T
Firm-wide filings, not assets booked only here
Clients
999K
999,095 clients when Item 5C has a number
Avg / client
$3.26M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
LEGION PRIVATE WEALTH MANAGEMENT
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
D.A. DAVIDSON & CO.
OSAIC WEALTH, INC.
J.P. MORGAN SECURITIES LLC
EQUITABLE ADVISORS, LLC
SOUND FINANCIAL ADVISORS, INC.

Investors

Laurie Ann Houle
ERIC EVERETT TERRILL
STEVE EVERETT MONTGOMERY
Dean Pownall
Brandon James Robertson
David Barran Fiske
Andrew James Carkner
BRIAN EUGENE LEINBACH
James Richard Carkner
Jennifer Carkner
Shannon Lee Gilbertson
JOHN STEVEN MOORE
LISA R. ROHRBAUGH
David R Albrecht
Nickolas James Rudholm
BRENT ROBERT BRIDENBACK
RYAN TEAGUE HURLEY

Within 25 miles of Cle Elum, WA, Best Investors lists 10 registered investment advisory firms with 16 offices nearby, managing about $3.26T in combined regulatory AUM across 999,095 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 Cle Elum

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 5 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 6 EQUITABLE ADVISORS, LLC 171,648 clients · 5,041 advisers $42.5B AUM 7 D.A. DAVIDSON & CO. 1,050 clients · 719 advisers $41.8B AUM 8 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM