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Best financial advisors in Concrete, WA

Registered advisers within 50 miles of Concrete, WA.

Offices
199
Firms
58
Combined AUM
$10.2T
Firm-wide filings, not assets booked only here
Clients
1.45M
1,451,196 clients when Item 5C has a number
Avg / client
$7.03M
Combined AUM ÷ clients

Nearby offices

Firms

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

Investors

Isaac Colm Williams
Kerianne Rayment
Ana Lorena Saval Mendez
Yulia Garrison
Aubrey Wilson
Casandra Bee Roberts
Nicholas William VanJaarsveld
MICHAEL STEPHEN JONES
Timothy Uriah Price
Mikki Valentine Drake
Juan Davila
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
JACOB ELLIOTT DEY
Rachel M Wangen-Hoch
Kari L Kennedy
Gursharan Singh Tiwana
Edward E Sanchez
Luke Scot Mize
David Jay Granger
KENDRA WELLES DOBBS
SCOTT DELBERT ELLIOTT
KYLE RAYMOND REEP
Jeremy Ryan McCullough
Brittany Parkhurst
STEVE MARINO PICCINI
Micah Nathanael Kelley
Ryley Nelson
John Vanderzicht Meno
Derek Stump

Within 50 miles of Concrete, WA, Best Investors lists 58 registered investment advisory firms with 199 offices nearby, managing about $10.2T in combined regulatory AUM across 1,451,196 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 Concrete

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM