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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

AMERIPRISE FINANCIAL SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
EDWARD JONES
THRIVENT INVESTMENT MANAGEMENT INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
GLOBAL RETIREMENT PARTNERS LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
INTEGRITY ADVISORY SOLUTIONS
LPL ENTERPRISE, LLC
FOUNDATIONS INVESTMENT ADVISORS LLC
COMMONWEALTH FINANCIAL NETWORK

Investors

HEIDI LYNN SCHMITZ
Johnette Irene Fulton
CYNTHIA DUNLAP SCHMIEDEKNECHT
MATTHEW LEE OGURKOW
TAYLOR JOHN COX
Derrik S A Sankey
Suzan Shayler
Paul Sharp
Lucas Matthew Ladd
Andrea Joelle Gist
Cole Forde
MCGREGOR BADILLO
Laarnie Lei Diaz Soma
Hedyeh Arjomand
DAINTRY NOELLE PRICE
Jon Tribbel
Aaron Shepherd
Katherine M Hohimer
Brian John Herc
Douglas Sullivan
Michael Ferrera
Franklin Scott Newton
Paul Gregory Miller
THOMAS C MCLAURIN
Allen Lee Gentry
WENDI B. VALLES
Logan Robert Smith
Rogelio Gonzalez
Jessica Pichora
Larissa Joy Sklar
GREGORY SCOTT HARRISON
Autumn Nelson
JOLEEN LORRAIN YELTON

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