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Best financial advisors in Cliffdell, WA

Registered advisers within 50 miles of Cliffdell, WA.

Offices
78
Firms
33
Combined AUM
$8.04T
Firm-wide filings, not assets booked only here
Clients
1.49M
1,494,154 clients when Item 5C has a number
Avg / client
$5.38M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO CLEARING SERVICES, LLC
EDWARD JONES
ALLSTATE FINANCIAL ADVISORS, LLC
LEGION PRIVATE WEALTH MANAGEMENT
CWM, LLC
RBC CAPITAL MARKETS, LLC
EAGLE STRATEGIES LLC
MORGAN STANLEY
ROBERT W. BAIRD & CO. INCORPORATED
U.S. BANCORP ADVISORS, LLC

Investors

ERIC EVERETT TERRILL
Laurie Ann Houle
HEIDI ANN LOCKBEAM
Jorrell Jade Meyer
Bradley David Meyer
Christine Maria Ward
Steven G Meyer
Eric B Davis
Gailon Lindsey Gentry
Levi B Gentry
STEVE EVERETT MONTGOMERY
CLARK LEROY PERMANN
Dean Pownall
MATTHEW ALEXANDER SEELIG
Anders Delt Clark
Alicia Anne Meissner
Porter T Loyd
Ruksar N. Karmali
CALVERT KINGSLEY BLETHEN
BRENDA MAXINE BRINK
Frederick Arden Nyberg
Brandon James Robertson
SHANE THOMAS SNELL
TERESA MAE ORCUTT
Kasen D Bodeau
CHRISTOPHER JOSEPH OMLIN
MICHAEL SHINICHI LATIMER
SUSANNAH JANE VETSCH
Amy Marie Waller
Daniel Marc Cohen
Miles D Megert
BRET WOODWARD BOHOSKEY
Michael Jon Norton
Tanner A Sloan
Keegan A Harris
JOHN S RENNIE
JOHN DOUGLAS WARREN
CARLY MARIE MESTAZ
PATRICK C. O'CONNOR
Vincent Ronald Pyne
Gunnar C Berg
Joseph D Sullivan
Joshua L Horsley
DANIEL JOSEPH SULLIVAN
Courtney Marie Beckler
Gary Wayne Lackey
NICHOLAS D ROGERS
Aaron Robert Jetton

Within 50 miles of Cliffdell, WA, Best Investors lists 33 registered investment advisory firms with 78 offices nearby, managing about $8.04T in combined regulatory AUM across 1,494,154 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 Cliffdell

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM