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Best financial advisors in Clearlake, WA

Registered advisers within 25 miles of Clearlake, WA.

Offices
147
Firms
52
Combined AUM
$9.00T
Firm-wide filings, not assets booked only here
Clients
1.42M
1,423,207 clients when Item 5C has a number
Avg / client
$6.32M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC WEALTH, INC.
ROBERT W. BAIRD & CO. INCORPORATED
CETERA INVESTMENT ADVISERS LLC
THE RETIREMENT SOLUTION LLC
D.A. DAVIDSON & CO.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
KEY INVESTMENT SERVICES LLC
J.P. MORGAN SECURITIES LLC
PFS INVESTMENTS INC.

Investors

Casandra Bee Roberts
Nicholas William VanJaarsveld
Ana Lorena Saval Mendez
Yulia Garrison
Aubrey Wilson
Isaac Colm Williams
Kerianne Rayment
Timothy Uriah Price
Mikki Valentine Drake
JACOB ELLIOTT DEY
LISA MARIE ATKINSON
JOSEPH T LINDQUIST
JENIFER LYNN BRIGHT
NIKI DIMITRIOS WALTERS
BRANDON CHARLES CARTER
Lisa Benjamin
JEFFREY LEWIS STEWART
RODNEY WAYNE CARTER
BRADLY ALAN METHNER
HELEN YOUKE TJAKRA
Luke Scot Mize
MICHAEL STEPHEN JONES
David Jay Granger
KENDRA WELLES DOBBS
SCOTT DELBERT ELLIOTT
KYLE RAYMOND REEP
Jeremy Ryan McCullough
Brittany Parkhurst
STEVE MARINO PICCINI
Juan Davila
Gursharan Singh Tiwana
Rachel M Wangen-Hoch
Kari L Kennedy
Edward E Sanchez
Micah Nathanael Kelley
Derek Stump
TAMARA LARAINE DRAKE
ROBERT WILLIAM WALKER
WENDY LOUISE LUCAS

Within 25 miles of Clearlake, WA, Best Investors lists 52 registered investment advisory firms with 147 offices nearby, managing about $9.00T in combined regulatory AUM across 1,423,207 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 Clearlake

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM