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Best financial advisors in Cosmopolis, WA

Registered advisers within 25 miles of Cosmopolis, WA.

Offices
14
Firms
7
Combined AUM
$1.32T
Firm-wide filings, not assets booked only here
Clients
93.2K
93,186 clients when Item 5C has a number
Avg / client
$14.2M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
OSAIC WEALTH, INC.
EAGLE STRATEGIES LLC
SCHREINER FINANCIAL SOLUTIONS
TWIN HARBORS WEALTH MANAGEMENT LLC
D.A. DAVIDSON & CO.
VALLEY WEALTH STRATEGIES, LLC

Investors

Steven Philip Poler
Julia Poler
Julie Randich
Brandon Klinger
Layne Robert Bruner
EDWIN JOSEPH KLEIN
ROBERT CARL ROCKETT
David T Rockett
Ethan Thompson
Francis Joseph Majeski
SUSAN ANTOINETTE SCHREINER
PAUL MATTHEW GRABSKI
HUNTER JAMES LARSON
Stuart Daniel Ball
Osiel Rivera
Jason Andrew Olsen
Kristen Dawn Rudy
Michael John Bozich
AIMEE BRADLEY
MICHAEL JOHN MUELLER
GWENDOLYN CLAUDETTE FALLS
Joshua Gene Steele
James Edwin Boora
Taleana Yvonne Peterson

Within 25 miles of Cosmopolis, WA, Best Investors lists 7 registered investment advisory firms with 14 offices nearby, managing about $1.32T in combined regulatory AUM across 93,186 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 Cosmopolis

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 3 D.A. DAVIDSON & CO. 1,050 clients · 719 advisers $41.8B AUM 4 EAGLE STRATEGIES LLC 6,662 clients · 2,548 advisers $32.0B AUM 5 VALLEY WEALTH STRATEGIES, LLC 63 clients · 23 advisers $1.45B AUM 6 TWIN HARBORS WEALTH MANAGEMENT LLC 1 advisers $49.4M AUM