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Best financial advisors in Colbert, WA

Registered advisers within 25 miles of Colbert, WA.

Offices
255
Firms
100
Combined AUM
$11.7T
Firm-wide filings, not assets booked only here
Clients
2.52M
2,516,531 clients when Item 5C has a number
Avg / client
$4.65M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
APEX ADVISORY GROUP, INC.
THRIVENT INVESTMENT MANAGEMENT INC.
COLUMBIA ADVISORY PARTNERS, LLC
WEALTH ASSET MANAGERS
J.P. MORGAN SECURITIES LLC
FREEDOM ASSET MANAGEMENT
INLAND FINANCIAL PLANNING
WELLS FARGO CLEARING SERVICES, LLC
FINN WEALTH MANAGEMENT LLC
BROOKSTONE CAPITAL MANAGEMENT LLC

Investors

Layne Paul Denlinger Stoops
Tyler Volk
Dennis Perry Elrod
WILLIAM ARTHUR ELDRIDGE
KELLY MARIE STANICAR
Joseph Robert Hale
Eli Martin Christenson
Ricky R Molina
Colin Michael McMahon
Bryan Anderson
WILLIAM EDWARD LUSK
RICHARD JAMES TIFFANY
Rebecca June Jensen
BILL DALE SMITH
Ryan Price
Jessica Rae Ekstrom
Stacey Brandon Carruthers
BRYAN EDWARD PREUSS
TYSON SAMUEL BLAKE
AREALOUS CLAYTON EARTHMAN
RUSSELL RAYMOND PRICE
JEFFERY SCOTT MILLER
DAVID ALLEN VOSE
ROBERT OWEN NELSON
Joshua Lee Lake
GABRIEL MCCLOSKEY
Samuel Nelson Pegg
BRANDON BLAINE MICHAELSEN
JENNIFER LORRAINE TRAYNOR
Richard Peter Cullen
Celine Padolina Reyes
JULIA I. KELTZ
TOD EDWARD AYERS
STEVEN ASHLEY GANOUNG
CRAIG ROBERT LANG
TOBY OWEN STORLIE
PETER ASHLEY FINN
CHRISTOPHER MCKENNA WRIGHT

Within 25 miles of Colbert, WA, Best Investors lists 100 registered investment advisory firms with 255 offices nearby, managing about $11.7T in combined regulatory AUM across 2,516,531 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 Colbert

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