Best financial advisors in Coupeville, WA

Registered advisers within 25 miles of Coupeville, WA.

Offices

128

Firms

36

Combined AUM

$7.68T

Firm-wide filings, not assets booked only here

Clients

1.22M

1,223,466 clients when Item 5C has a number

Avg / client

$6.28M

Combined AUM ÷ clients

Nearby offices

STIFEL INDEPENDENT ADVISORS, LLC

203 South Main Street
Coupeville, WA 98239

EDWARD JONES

502 N Main St
COUPEVILLE, WA 98239

FIRST ADVISORS NATIONAL, LLC

1801 SEAVIEW AVENUE
Coupeville, WA 98239

KEY INVESTMENT SERVICES LLC

90 SE Pioneer Way
Oak Harbor, WA 98277

TRANSAMERICA FINANCIAL ADVISORS, LLC

275 SE Pioneer Way Suite A101
OAK HARBOR, WA 98277

WELLS FARGO CLEARING SERVICES, LLC

361 SE PIONEER WAY
OAK HARBOR, WA 98277

EDWARD JONES

380 S E PIONEER WAY SUITE 102
OAK HARBOR, WA 98277

LPL FINANCIAL LLC

886 BAYSHORE DR., UNIT E
OAK HARBOR, WA 98277

EDWARD JONES

715 SE FIDALGO AVE SUITE 103
OAK HARBOR, WA 98277

STATE FARM INVESTMENT MANAGEMENT CORP.

3114 SW Fairway Point Dr
Oak Harbor, WA 98277

EDWARD JONES

630 SOUTHEAST MIDWAY BOULEVARD
OAK HARBOR, WA 98277

EDWARD JONES

144 N E ERNST ST SUITE C
OAK HARBOR, WA 98277-5905

COMMONWEALTH FINANCIAL NETWORK

675 Tyler Street
Port Townsend, WA 98368

U.S. BANCORP ADVISORS, LLC

1239 Water St
Port Townsend, WA 98368

EDWARD JONES

110 HARRISON STREET
PORT TOWNSEND, WA 98368

NAVY FEDERAL INVESTMENT SERVICES, LLC

32885 State Route 20
Oak Harbor, WA 98277

WELLS FARGO CLEARING SERVICES, LLC

2101 WASHINGTON ST
PORT TOWNSEND, WA 98368

EDWARD JONES

2151 W SIMS WAY
PORT TOWNSEND, WA 98368-2265

EDWARD JONES

2500 W SIMS WAY STE 202
PORT TOWNSEND, WA 98368

EDWARD JONES

848 N SUNRISE BLVD SUITE 204 BUILDING A
CAMANO, WA 98282-8770

Firms

STIFEL INDEPENDENT ADVISORS, LLC

FIRST ADVISORS NATIONAL, LLC

KEY INVESTMENT SERVICES LLC

TRANSAMERICA FINANCIAL ADVISORS, LLC

WELLS FARGO CLEARING SERVICES, LLC

LPL FINANCIAL LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

COMMONWEALTH FINANCIAL NETWORK

U.S. BANCORP ADVISORS, LLC

NAVY FEDERAL INVESTMENT SERVICES, LLC

Investors

AARON DANIEL LUCERO

Dane Alexander Lucero

Fred Lewis Farris

Christopher Scott Renfro

RICHARD DOUGLAS KEPPLER

William Austin Mitchell

PATRICIA COZINE-COLE

JOEL ANTHONY SERVATIUS

TOMISLAV KUZMAN

Susan Haveman Powers

DARIN DAVID COOK

Eric L Schelling

CAROL HITOMI LAWSON

Helena Lorraine Pleet

Jeffery Charles Pleet

Cynthia Suzanne Casey

Gene Kelly Barner

JENNIFER CLAIRE STATLER

STEPHANIE ANN GALE

Alexander Michael Lynch

Kellie L Johnson

Charles Russell Hoover

Kathleen Patricia Schott

Stephen Michael Sklar

Johnny Ray Matkins

Anne Elisabeth Kralman

Joshua Caleb Kelley

Jared Douglas Johnson

Within 25 miles of Coupeville, WA, Best Investors lists 36 registered investment advisory firms with 128 offices nearby, managing about $7.68T in combined regulatory AUM across 1,223,466 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 Coupeville

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

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM