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Best financial advisors in Columbia, WA

Registered advisers within 25 miles of Columbia, WA.

Offices
1,527
Firms
519
Combined AUM
$20.1T
Firm-wide filings, not assets booked only here
Clients
3.39M
3,390,451 clients when Item 5C has a number
Avg / client
$5.94M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
DECKER RETIREMENT PLANNING INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
22NW, LP
AMERIPRISE FINANCIAL SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
MAVERON LLC
PIONEER SQUARE INVESTMENT ADVISOR, LLC
MULLBRY GP, LLC
PINNACLE PARTNER MANAGEMENT LLC

Investors

Jon William Gerhardt
Beth Anne Percival
TROY R TURNER
Vivian B McKechnie
WILLIAM CLAY LARSON
SAMUEL BLAKE LAW
RENA WINDSOR MCNEAL
Tony B. Wu
Wen Hui Chen
Michael Bishop Schwartz
James Lennon
Michael Fettig
Lu Li
Tucker Joseph Mjelde
RANDALL SCOTT LINDE
GRIFFIN GEORGE MEYERS
EDWARD JOSEPH HARRIS
HEIDI EVA SMITH
Gregory Lankston
Jeremy Vincent Meneray
KEVIN ANDREW NANTHRUP
AARON MARTIN SMITH
AMBER COLETTE HELMS
FRANCES E SCHRAM
KEVIN BRUCE WALL
BRETT JERALD FERGUSON
CASSIDY NOELLE RICHMOND
Conner Elliott
Jacob Scott Linde
Cody James Laing
THERESA MARIE TRINIDAD
REBECCA ANN BYUS
RICHARD JOHN ARTURA
JONATHAN BRIAN VERT
Daniel Martiniello
ANTHONY MARTINIELLO
Jason Richert
LINDSEY RAE MCKAY
Carrie Margret Anderson
KELLY C MCKAY
JAMES RUSSELL MCKAY
Eric S Dash
Hsin Yi Kao
Jorge Gordillo
Lorraine A Contreras
Lawrence Atkin Rude

Within 25 miles of Columbia, WA, Best Investors lists 519 registered investment advisory firms with 1,527 offices nearby, managing about $20.1T in combined regulatory AUM across 3,390,451 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 Columbia

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM